Total Wealth Planning’s 3M MMM Stock Holding History

Total Wealth Planning’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,000	Closed	-$310K	–	80
2025 Q3	$310K	Hold	2,000	–	–	0.04%	94
2025 Q2	$304K	Buy	+2,000	New	+$286K	0.04%	93

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Total Wealth Planning's MMM Position: Q4 2025 in Review

Total Wealth Planning sold out of 3M (MMM) in Q4 2025, closing a stake of 2,000 shares — an estimated $310K sold.

Total Wealth Planning first reported a position in MMM in Q2 2025 and held it in 2 quarters. The position peaked at $310K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold MMM as of Q4 2025.

Total Wealth Planning reported no remaining 3M position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 2,000 3M shares in Q4 2025, an estimated $310K.
Total Wealth Planning first reported a position in 3M in Q2 2025 and held it in 2 quarters.
Total Wealth Planning's 3M position peaked at $310K in Q3 2025.
2,262 funds tracked by Wall St. Rank held 3M as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.