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Willner & Heller’s 3M MMM Stock Holding History

Willner & Heller’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
Q3 		– Sell
-1,944
Closed -$296K – 164
2025
Q2 		$296K Sell
1,944
-2,527
-57% -$361K 0.25% 117
2025
Q1 		$657K Sell
4,471
-11
-0.2% -$1.62K 0.61% 53
2024
Q4 		$579K Buy
4,482
+24
+0.5% +$3.15K 0.51% 60
2024
Q3 		$609K Buy
4,458
+24
+0.5% +$2.94K 0.54% 55
2024
Q2 		$453K Sell
4,434
-920
-17% -$89.7K 0.43% 76
2024
Q1 		$475K Buy
5,354
+581
+12% +$48.2K 0.47% 74
2023
Q4 		$436K Buy
+4,773
New +$383K 0.49% 75
2022
Q3 		– Sell
-2,161
Closed -$234K – 117
2022
Q2 		$234K Sell
2,161
-596
-22% -$72K 0.36% 106
2022
Q1 		$409K Buy
2,757
+17
+0.6% +$2.26K 0.5% 69
2021
Q4 		$402K Buy
+2,740
New +$408K 0.53% 62

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Willner & Heller's MMM Position: Q3 2025 in Review

Willner & Heller sold out of 3M (MMM) in Q3 2025, closing a stake of 1,944 shares — an estimated $296K sold.

Willner & Heller first reported a position in MMM in Q4 2021 and held it in 10 quarters. The position peaked at $657K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold MMM as of Q3 2025.

  • Willner & Heller reported no remaining 3M position as of Q3 2025 after selling out during the quarter.
  • Willner & Heller sold 1,944 3M shares in Q3 2025, an estimated $296K.
  • Willner & Heller first reported a position in 3M in Q4 2021 and held it in 10 quarters.
  • Willner & Heller's 3M position peaked at $657K in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held 3M as of Q3 2025.

Based on Willner & Heller's 13F filing for Q3 2025, filed 16 Oct 2025.