Annex Advisory Services’s 3M MMM Stock Holding History

Annex Advisory Services’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 Q2	$456K	Buy	+2,817	New	+$427K	0.01%	269
2022 Q1	–	Sell	-1,787	Closed	-$265K	–	259
2021 Q4	$265K	Buy	+1,787	New	+$266K	0.02%	202
2021 Q3	–	Sell	-2,100	Closed	-$349K	–	218
2021 Q2	$349K	Buy	2,100 +671	+47%	+$112K	0.03%	170
2021 Q1	$231K	Sell	1,429 -85	-6%	-$12.7K	0.02%	183
2020 Q4	$221K	Buy	+1,514	New	+$215K	0.02%	176
2020 Q1	–	Sell	-1,447	Closed	-$213K	–	136
2019 Q4	$213K	Sell	1,447 -231	-14%	-$32.4K	0.03%	125
2019 Q3	$231K	Sell	1,678 -41	-2%	-$5.73K	0.03%	118
2019 Q2	$249K	Buy	1,719 +41	+2%	+$6.31K	0.04%	104
2019 Q1	$292K	Buy	1,678 +189	+13%	+$31.8K	0.04%	101
2018 Q4	$237K	Buy	1,489 +91	+7%	+$15.1K	0.04%	108
2018 Q3	$246K	Sell	1,398 -72	-5%	-$12.4K	0.04%	111
2018 Q2	$242K	Hold	1,470	–	–	0.04%	108
2018 Q1	$270K	Buy	1,470 +72	+5%	+$14.3K	0.05%	109
2017 Q4	$275K	Hold	1,398	–	–	0.05%	105
2017 Q3	$245K	Hold	1,398	–	–	0.05%	106
2017 Q2	$243K	Buy	+1,398	New	+$234K	0.05%	109
2016 Q4	–	Sell	-5,457	Closed	-$804K	–	118
2016 Q3	$804K	Sell	5,457 -179	-3%	-$26.7K	0.21%	37
2016 Q2	$825K	Buy	5,636 +40	+0.7%	+$5.64K	0.22%	36
2016 Q1	$780K	Buy	5,596 +163	+3%	+$20.9K	0.22%	35
2015 Q4	$684K	Buy	5,433 +364	+7%	+$46.8K	0.2%	43
2015 Q3	$601K	Buy	5,069 +1,452	+40%	+$179K	0.2%	35
2015 Q2	$467K	Buy	3,617 +897	+33%	+$120K	0.15%	49
2015 Q1	$375K	Buy	+2,720	New	+$375K	0.12%	56

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Annex Advisory Services's MMM Position: Q2 2026 in Review

Annex Advisory Services opened a new position in 3M (MMM) in Q2 2026: 2,817 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in MMM as recently as Q4 2021.

Annex Advisory Services first reported a position in MMM in Q1 2015 and has held it in 23 quarters since. The position peaked at $825K in Q2 2016. 383 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Annex Advisory Services held 2,817 shares of 3M worth $456K as of Q2 2026.
3M was a new Annex Advisory Services position in Q2 2026.
3M made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #269 holding.
Annex Advisory Services first reported a position in 3M in Q1 2015 and has held it in 23 quarters since.
Annex Advisory Services's 3M position peaked at $825K in Q2 2016.
383 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.