BWM
MMM icon

Bernicke Wealth Management’s 3M MMM Stock Holding History

Bernicke 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 		$286K Buy
+1,764
New +$267K 0.03% 89
2020
Q2 		$1.12M Sell
8,591
-1,624
-16% -$205K 0.83% 11
2020
Q1 		$1.17M Buy
10,215
+2,876
+39% +$378K 0.71% 16
2019
Q4 		$1.08M Buy
7,339
+262
+4% +$36.7K 0.6% 36
2019
Q3 		$973K Buy
7,077
+870
+14% +$122K 0.56% 35
2019
Q2 		$900K Buy
6,207
+1,143
+23% +$176K 0.54% 36
2019
Q1 		$880K Buy
5,064
+219
+5% +$36.9K 0.55% 28
2018
Q4 		$772K Buy
4,845
+300
+7% +$49.8K 0.53% 32
2018
Q3 		$801K Buy
4,545
+387
+9% +$66.7K 0.53% 32
2018
Q2 		$684K Buy
4,158
+863
+26% +$147K 0.48% 32
2018
Q1 		$605K Sell
3,295
-277
-8% -$54.9K 0.44% 31
2017
Q4 		$703K Buy
3,572
+43
+1% +$8.27K 0.53% 18
2017
Q3 		$619K Sell
3,529
-731
-17% -$127K 0.49% 19
2017
Q2 		$742K Sell
4,260
-730
-15% -$122K 0.59% 16
2017
Q1 		$798K Sell
4,990
-1,460
-23% -$224K 0.66% 17
2016
Q4 		$963K Sell
6,450
-278
-4% -$40.1K 0.83% 17
2016
Q3 		$991K Sell
6,728
-35
-0.5% -$5.23K 0.86% 17
2016
Q2 		$990K Buy
6,763
+3
+0% +$423 0.89% 18
2016
Q1 		$942K Buy
6,760
+334
+5% +$42.9K 0.87% 20
2015
Q4 		$809K Buy
6,426
+33
+0.5% +$4.24K 0.78% 24
2015
Q3 		$758K Sell
6,393
-123
-2% -$15.1K 0.77% 27
2015
Q2 		$841K Buy
6,516
+786
+14% +$105K 0.8% 26
2015
Q1 		$790K Sell
5,730
-5,777
-50% -$796K 0.84% 22
2014
Q4 		$1.58M Buy
+11,507
New +$1.48M 1.55% 17

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 $3.38T AUM 44.17% 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

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

Bernicke Wealth Management opened a new position in 3M (MMM) in Q2 2026: 1,764 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings. This is a return to the name: Bernicke Wealth Management previously reported a position in MMM as recently as Q2 2020.

Bernicke Wealth Management first reported a position in MMM in Q4 2014 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2014. 2,245 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Bernicke Wealth Management held 1,764 shares of 3M worth $286K as of Q2 2026.
  • 3M was a new Bernicke Wealth Management position in Q2 2026.
  • 3M made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Bernicke Wealth Management first reported a position in 3M in Q4 2014 and has held it in 24 quarters since.
  • Bernicke Wealth Management's 3M position peaked at $1.58M in Q4 2014.
  • 2,245 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.