Whalerock Point Partners’s 3M MMM Stock Holding History

Whalerock Point Partners’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	$284K	Hold	1,958	–	–	0.05%	166
2025 Q4	$313K	Buy	1,958 +150	+8%	+$24.5K	0.06%	152
2025 Q3	$281K	Hold	1,808	–	–	0.06%	154
2025 Q2	$275K	Buy	1,808 +56	+3%	+$8K	0.06%	160
2025 Q1	$257K	Hold	1,752	–	–	0.06%	164
2024 Q4	$226K	Hold	1,752	–	–	0.05%	170
2024 Q3	$239K	Buy	+1,752	New	+$214K	0.06%	168
2023 Q3	–	Sell	-2,335	Closed	-$195K	–	159
2023 Q2	$195K	Buy	2,335 +45	+2%	+$3.82K	0.07%	152
2023 Q1	$201K	Sell	2,290 -598	-21%	-$56.4K	0.07%	145
2022 Q4	$290K	Buy	2,888 +159	+6%	+$16.2K	0.12%	111
2022 Q3	$252K	Hold	2,729	–	–	0.11%	115
2022 Q2	$295K	Hold	2,729	–	–	0.12%	112
2022 Q1	$340K	Sell	2,729 -314	-10%	-$41.8K	0.12%	109
2021 Q4	$452K	Hold	3,043	–	–	0.15%	96
2021 Q3	$446K	Hold	3,043	–	–	0.17%	90
2021 Q2	$505K	Hold	3,043	–	–	0.19%	88
2021 Q1	$490K	Hold	3,043	–	–	0.22%	80
2020 Q4	$445K	Buy	3,043 +2,556	+525%	+$363K	0.21%	79
2020 Q3	$407K	Sell	487 -2,615	-84%	-$352K	0.22%	80
2020 Q2	$405K	Hold	3,102	–	–	0.24%	77
2020 Q1	$354K	Buy	3,102 +427	+16%	+$56.2K	0.25%	79
2019 Q4	$395K	Buy	2,675 +9	+0.3%	+$1.26K	0.21%	94
2019 Q3	$366K	Sell	2,666 -2,153	-45%	-$301K	0.2%	101
2019 Q2	$698K	Hold	4,819	–	–	0.4%	62
2019 Q1	$837K	Buy	4,819 +1,270	+36%	+$214K	0.55%	52
2018 Q4	$565K	Hold	3,549	–	–	0.53%	50
2018 Q3	$625K	Hold	3,549	–	–	0.45%	62
2018 Q2	$584K	Sell	3,549 -1,004	-22%	-$171K	0.47%	60
2018 Q1	$836K	Sell	4,553 -30	-0.7%	-$5.94K	0.27%	69
2017 Q4	$901K	Buy	4,583 +48	+1%	+$9.23K	0.29%	68
2017 Q3	$796K	Hold	4,535	–	–	0.28%	67
2017 Q2	$789K	Sell	4,535 -359	-7%	-$60K	0.29%	63
2017 Q1	$783K	Hold	4,894	–	–	0.29%	65
2016 Q4	$731K	Buy	4,894 +957	+24%	+$138K	0.29%	61
2016 Q3	$580K	Buy	+3,937	New	+$588K	0.24%	73
2016 Q1	$548K	Sell	3,937 -493	-11%	-$63.3K	0.24%	76
2015 Q4	$557K	Hold	4,430	–	–	0.24%	74
2015 Q3	$525K	Sell	4,430 -45	-1%	-$5.53K	0.23%	86
2015 Q2	$577K	Buy	4,475 +358	+9%	+$48K	0.24%	78
2015 Q1	$567K	Buy	4,117 +150	+4%	+$20.7K	0.23%	82
2014 Q4	$545K	Hold	3,967	–	–	0.23%	77
2014 Q3	$469K	Hold	3,967	–	–	0.21%	85
2014 Q2	$475K	Hold	3,967	–	–	0.23%	82
2014 Q1	$449K	Hold	3,967	–	–	0.23%	80
2013 Q4	$465K	Buy	+3,967	New	+$423K	0.24%	77

Other funds holding MMM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Whalerock Point Partners's MMM Position: Q1 2026 in Review

Whalerock Point Partners held its 3M (MMM) position steady in Q1 2026 at 1,958 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #166.

Whalerock Point Partners first reported a position in MMM in Q4 2013 and has held it in 45 quarters since. The position peaked at $901K in Q4 2017. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Whalerock Point Partners held 1,958 shares of 3M worth $284K as of Q1 2026.
Whalerock Point Partners left its 3M share count unchanged in Q1 2026.
3M made up 0.05% of Whalerock Point Partners's portfolio in Q1 2026, its #166 holding.
Whalerock Point Partners first reported a position in 3M in Q4 2013 and has held it in 45 quarters since.
Whalerock Point Partners's 3M position peaked at $901K in Q4 2017.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.