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Balboa Wealth Partners’s 3M MMM Stock Holding History

Balboa Wealth 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 		$219K Buy
+1,353
New +$205K 0.03% 420
2025
Q4 		– Sell
-1,362
Closed -$211K – 447
2025
Q3 		$211K Buy
1,362
+32
+2% +$4.93K 0.04% 345
2025
Q2 		$202K Buy
+1,330
New +$190K 0.04% 321
2025
Q1 		– Sell
-1,784
Closed -$230K – 358
2024
Q4 		$230K Sell
1,784
-512
-22% -$67.2K 0.05% 255
2024
Q3 		$314K Buy
+2,296
New +$281K 0.08% 181

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's MMM Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in 3M (MMM) in Q2 2026: 1,353 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #420 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in MMM as recently as Q3 2025.

Balboa Wealth Partners first reported a position in MMM in Q3 2024 and has held it in 5 quarters since. The position peaked at $314K in Q3 2024. 2,243 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Balboa Wealth Partners held 1,353 shares of 3M worth $219K as of Q2 2026.
  • 3M was a new Balboa Wealth Partners position in Q2 2026.
  • 3M made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #420 holding.
  • Balboa Wealth Partners first reported a position in 3M in Q3 2024 and has held it in 5 quarters since.
  • Balboa Wealth Partners's 3M position peaked at $314K in Q3 2024.
  • 2,243 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.