WFA of San Diego’s 3M MMM Stock Holding History

WFA of San Diego’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
2026 Q1	$58.1K	Hold	400	–	–	0.05%	173
2025 Q4	$64K	Hold	400	–	–	0.05%	176
2025 Q3	$62.1K	Hold	400	–	–	0.04%	179
2025 Q2	$60.9K	Buy	+400	New	+$57.2K	0.04%	179
2024 Q3	$63.2K	Hold	462	–	–	0.05%	166
2024 Q2	$47.2K	Buy	+462	New	+$45K	0.04%	181
2023 Q3	$46.8K	Hold	598	–	–	0.05%	175
2023 Q2	$50K	Buy	+598	New	+$50.8K	0.05%	169
2023 Q1	–	Sell	-733	Closed	-$73.5K	–	276
2022 Q4	$73.5K	Buy	+733	New	+$74.8K	0.06%	160
2022 Q3	–	Sell	-733	Closed	-$79K	–	273
2022 Q2	$79K	Buy	+733	New	+$88.6K	0.07%	134
2022 Q1	–	Sell	-999	Closed	-$148K	–	133
2021 Q4	$148K	Sell	999 -9	-0.9%	-$1.34K	0.09%	133
2021 Q3	$148K	Buy	+1,008	New	+$163K	0.1%	116
2020 Q3	–	Sell	-7,135	Closed	-$1.07M	–	177
2020 Q2	$1.07M	Buy	+7,135	New	+$899K	0.25%	98

Other funds holding MMM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

State Farm Mutual Automobile Insurance

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

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