Bernard Wealth Management’s 3M MMM Stock Holding History

Bernard Wealth Management’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	$65.7K	Hold	406	–	–	0.02%	123
2026 Q1	$59K	Hold	406	–	–	0.03%	120
2025 Q4	$65K	Hold	406	–	–	0.03%	115
2025 Q3	$63K	Hold	406	–	–	0.03%	116
2025 Q2	$61.8K	Sell	406 -16	-4%	-$2.29K	0.03%	114
2025 Q1	$62K	Buy	422 +16	+4%	+$2.35K	0.03%	108
2024 Q4	$52.4K	Buy	+406	New	+$53.3K	0.02%	120

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

Bernard Wealth Management's MMM Position: Q2 2026 in Review

Bernard Wealth Management held its 3M (MMM) position steady in Q2 2026 at 406 shares worth $65.7K. The position accounts for 0.02% of the portfolio, ranked #123.

Bernard Wealth Management first reported a position in MMM in Q4 2024 and has held it in 7 quarters since. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Bernard Wealth Management held 406 shares of 3M worth $65.7K as of Q2 2026.
Bernard Wealth Management left its 3M share count unchanged in Q2 2026.
3M made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #123 holding.
Bernard Wealth Management first reported a position in 3M in Q4 2024 and has held it in 7 quarters since.
2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.