Balboa Wealth Partners
MMM icon

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
Q3 		$231K Buy
1,409
+56
+4% +$9.6K 0.03% 418
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Balboa Wealth Partners's MMM Position: Q3 2026 in Review

Balboa Wealth Partners increased its 3M (MMM) stake by 4.1% in Q3 2026, buying an estimated $9.6K and bringing the position to 1,409 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #418.

Balboa Wealth Partners first reported a position in MMM in Q3 2024 and has held it in 6 quarters since. The position peaked at $314K in Q3 2024. 1,548 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Balboa Wealth Partners held 1,409 shares of 3M worth $231K as of Q3 2026.
  • Balboa Wealth Partners bought 56 3M shares in Q3 2026, an estimated $9.6K.
  • 3M made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #418 holding.
  • Balboa Wealth Partners first reported a position in 3M in Q3 2024 and has held it in 6 quarters since.
  • Balboa Wealth Partners's 3M position peaked at $314K in Q3 2024.
  • 1,548 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.