WMS Partners’s 3M MMM Stock Holding History

WMS 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
2025 Q1	–	Sell	-4,900	Closed	-$633K	–	173
2024 Q4	$633K	Sell	4,900 -210	-4%	-$27.5K	0.04%	159
2024 Q3	$699K	Sell	5,110 -885	-15%	-$108K	0.04%	146
2024 Q2	$613K	Sell	5,995 -719	-11%	-$70.1K	0.04%	134
2024 Q1	$595K	Sell	6,714 -991	-13%	-$82.2K	0.04%	144
2023 Q4	$704K	Sell	7,705 -567	-7%	-$45.5K	0.05%	117
2023 Q3	$647K	Sell	8,272 -1,773	-18%	-$152K	0.05%	129
2023 Q2	$841K	Sell	10,045 -694	-6%	-$59K	0.07%	114
2023 Q1	$944K	Sell	10,739 -308	-3%	-$29K	0.08%	102
2022 Q4	$1.11M	Sell	11,047 -465	-4%	-$47.4K	0.11%	92
2022 Q3	$1.06M	Buy	11,512 +146	+1%	+$16K	0.14%	82
2022 Q2	$1.23M	Sell	11,366 -857	-7%	-$104K	0.19%	72
2022 Q1	$1.52M	Buy	+12,223	New	+$1.63M	0.21%	60
2021 Q4	–	Sell	-12,548	Closed	-$1.84M	–	242
2021 Q3	$1.84M	Sell	12,548 -602	-5%	-$97.5K	0.27%	51
2021 Q2	$2.18M	Buy	13,150 +55	+0.4%	+$9.18K	0.32%	43
2021 Q1	$2.11M	Sell	13,095 -1,958	-13%	-$293K	0.48%	40
2020 Q4	$2.2M	Sell	15,053 -368	-2%	-$52.2K	0.38%	39
2020 Q3	$2.06M	Sell	15,421 -634	-4%	-$85.3K	0.4%	37
2020 Q2	$2.09M	Sell	16,055 -1,972	-11%	-$248K	0.43%	39
2020 Q1	$2.06M	Sell	18,027 -2,177	-11%	-$286K	0.57%	34
2019 Q4	$2.98M	Sell	20,204 -2,207	-10%	-$309K	0.67%	32
2019 Q3	$3.08M	Sell	22,411 -2,064	-8%	-$289K	0.74%	31
2019 Q2	$3.55M	Sell	24,475 -1,606	-6%	-$247K	0.87%	27
2019 Q1	$4.53M	Sell	26,081 -2,316	-8%	-$390K	1.13%	21
2018 Q4	$4.52M	Sell	28,397 -1,896	-6%	-$315K	1.27%	19
2018 Q3	$5.34M	Sell	30,293 -469	-2%	-$80.8K	0.6%	38
2018 Q2	$5.06M	Sell	30,762 -159	-0.5%	-$27.1K	0.59%	37
2018 Q1	$5.68M	Sell	30,921 -2,294	-7%	-$455K	0.67%	36
2017 Q4	$6.54M	Sell	33,215 -583	-2%	-$112K	0.74%	35
2017 Q3	$5.93M	Sell	33,798 -1,558	-4%	-$270K	0.71%	38
2017 Q2	$6.16M	Sell	35,356 -1,285	-4%	-$215K	0.76%	36
2017 Q1	$5.86M	Buy	36,641 +348	+1%	+$53.4K	0.74%	36
2016 Q4	$5.42M	Sell	36,293 -515	-1%	-$74.3K	0.72%	35
2016 Q3	$5.42M	Sell	36,808 -615	-2%	-$91.8K	0.73%	36
2016 Q2	$5.48M	Buy	37,423 +749	+2%	+$106K	0.76%	38
2016 Q1	$5.11M	Buy	36,674 +1,232	+3%	+$158K	0.71%	39
2015 Q4	$4.46M	Sell	35,442 -535	-1%	-$68.8K	0.64%	42
2015 Q3	$4.26M	Sell	35,977 -1,165	-3%	-$143K	0.65%	40
2015 Q2	$4.79M	Sell	37,142 -153	-0.4%	-$20.5K	0.56%	43
2015 Q1	$5.14M	Buy	37,295 +555	+2%	+$76.5K	0.63%	40
2014 Q4	$5.05M	Sell	36,740 -1,063	-3%	-$136K	0.78%	39
2014 Q3	$4.48M	Sell	37,803 -263	-0.7%	-$31.6K	0.7%	38
2014 Q2	$4.56M	Buy	38,066 +314	+0.8%	+$36.9K	0.7%	40
2014 Q1	$4.28M	Buy	37,752 +1,847	+5%	+$205K	0.69%	41
2013 Q4	$4.21M	Buy	35,905 +114	+0.3%	+$12.1K	0.69%	42
2013 Q3	$3.57M	Sell	35,791 -316	-0.9%	-$30.7K	0.68%	42
2013 Q2	$3.3M	Buy	+36,107	New	+$3.28M	0.6%	48

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

WMS Partners's MMM Position: Q1 2025 in Review

WMS Partners sold out of 3M (MMM) in Q1 2025, closing a stake of 4,900 shares — an estimated $633K sold.

WMS Partners first reported a position in MMM in Q2 2013 and held it in 46 quarters. The position peaked at $6.54M in Q4 2017. 2,147 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

WMS Partners reported no remaining 3M position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 4,900 3M shares in Q1 2025, an estimated $633K.
WMS Partners first reported a position in 3M in Q2 2013 and held it in 46 quarters.
WMS Partners's 3M position peaked at $6.54M in Q4 2017.
2,147 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.