Avantax Planning Partners’s 3M MMM Stock Holding History

Avantax Planning 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 Q2	$1.39M	Buy	8,556 +482	+6%	+$73.1K	0.03%	175
2026 Q1	$1.17M	Sell	8,074 -67	-0.8%	-$10.7K	0.03%	176
2025 Q4	$1.3M	Sell	8,141 -378	-4%	-$61.8K	0.04%	169
2025 Q3	$1.32M	Sell	8,519 -144	-2%	-$22.2K	0.04%	175
2025 Q2	$1.32M	Sell	8,663 -357	-4%	-$51K	0.04%	170
2025 Q1	$1.32M	Buy	9,020 +391	+5%	+$57.4K	0.05%	160
2024 Q4	$1.11M	Sell	8,629 -682	-7%	-$89.5K	0.04%	177
2024 Q3	$1.27M	Sell	9,311 -28,534	-75%	-$3.49M	0.05%	159
2024 Q2	$3.87M	Sell	37,845 -8,579	-18%	-$836K	0.12%	96
2024 Q1	$4.12M	Buy	46,424 +3,351	+8%	+$278K	0.13%	96
2023 Q4	$3.94M	Sell	43,073 -1,589	-4%	-$128K	0.15%	75
2023 Q3	$3.5M	Sell	44,662 -7,360	-14%	-$632K	0.15%	76
2023 Q2	$4.35M	Buy	52,022 +5,505	+12%	+$468K	0.17%	67
2023 Q1	$4.09M	Buy	46,517 +1,264	+3%	+$119K	0.17%	67
2022 Q4	$4.54M	Buy	45,253 +757	+2%	+$77.2K	0.18%	66
2022 Q3	$4.11M	Buy	44,496 +2,775	+7%	+$304K	0.19%	64
2022 Q2	$4.51M	Buy	41,721 +5,817	+16%	+$703K	0.19%	63
2022 Q1	$4.47M	Buy	35,904 +11,219	+45%	+$1.49M	0.18%	62
2021 Q4	$3.67M	Buy	24,685 +1,041	+4%	+$155K	0.15%	67
2021 Q3	$3.47M	Buy	23,644 +3,146	+15%	+$510K	0.16%	56
2021 Q2	$3.4M	Buy	20,498 +1,820	+10%	+$304K	0.16%	56
2021 Q1	$3.01M	Sell	18,678 -4,484	-19%	-$671K	0.16%	57
2020 Q4	$3.38M	Sell	23,162 -1,262	-5%	-$179K	0.17%	42
2020 Q3	$3.27M	Sell	24,424 -1,640	-6%	-$221K	0.17%	51
2020 Q2	$3.4M	Buy	26,064 +6,056	+30%	+$763K	0.19%	47
2020 Q1	$2.28M	Sell	20,008 -2,216	-10%	-$292K	0.16%	49
2019 Q4	$3.28M	Sell	22,224 -919	-4%	-$129K	0.19%	45
2019 Q3	$3.18M	Buy	23,143 +3,547	+18%	+$496K	0.2%	45
2019 Q2	$2.77M	Sell	19,596 -2,437	-11%	-$375K	0.18%	50
2019 Q1	$3.83M	Buy	22,033 +5,641	+34%	+$950K	0.27%	33
2018 Q4	$2.61M	Sell	16,392 -327	-2%	-$54.3K	0.2%	52
2018 Q3	$2.95M	Buy	16,719 +745	+5%	+$128K	0.24%	34
2018 Q2	$2.63M	Buy	15,974 +82	+0.5%	+$14K	0.23%	38
2018 Q1	$2.92M	Buy	15,892 +490	+3%	+$97.1K	0.25%	31
2017 Q4	$3.03M	Sell	15,402 -2,124	-12%	-$409K	0.28%	27
2017 Q3	$3.08M	Buy	17,526 +648	+4%	+$112K	0.24%	36
2017 Q2	$2.94M	Buy	16,878 +822	+5%	+$137K	0.25%	38
2017 Q1	$2.57M	Buy	16,056 +2,673	+20%	+$410K	0.23%	39
2016 Q4	$2M	Buy	+13,383	New	+$1.93M	0.21%	44

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's MMM Position: Q2 2026 in Review

Avantax Planning Partners increased its 3M (MMM) stake by 6% in Q2 2026, buying an estimated $73.1K and bringing the position to 8,556 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #175.

Avantax Planning Partners first reported a position in MMM in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.54M in Q4 2022. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Avantax Planning Partners held 8,556 shares of 3M worth $1.39M as of Q2 2026.
Avantax Planning Partners bought 482 3M shares in Q2 2026, an estimated $73.1K.
3M made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #175 holding.
Avantax Planning Partners first reported a position in 3M in Q4 2016 and has held it in 39 quarters since.
Avantax Planning Partners's 3M position peaked at $4.54M in Q4 2022.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.