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Caldwell Trust’s 3M MMM Stock Holding History

Caldwell Trust’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 		$2.35M Sell
14,485
-600
-4% -$90.9K 0.19% 105
2026
Q1 		$2.19M Buy
15,085
+20
+0.1% +$3.19K 0.2% 102
2025
Q4 		$2.41M Sell
15,065
-165
-1% -$27K 0.21% 94
2025
Q3 		$2.36M Hold
15,230
– – 0.22% 95
2025
Q2 		$2.32M Buy
15,230
+165
+1% +$23.6K 0.23% 93
2025
Q1 		$2.21M Sell
15,065
-282
-2% -$41.4K 0.24% 91
2024
Q4 		$1.98M Sell
15,347
-700
-4% -$91.8K 0.21% 98
2024
Q3 		$2.19M Sell
16,047
-120
-0.7% -$14.7K 0.23% 93
2024
Q2 		$1.65M Sell
16,167
-12,922
-44% -$1.26M 0.18% 108
2024
Q1 		$2.58M Sell
29,089
-1,887
-6% -$156K 0.3% 73
2023
Q4 		$2.83M Sell
30,976
-2,739
-8% -$220K 0.36% 65
2023
Q3 		$2.64M Sell
33,715
-1,431
-4% -$123K 0.36% 65
2023
Q2 		$2.94M Sell
35,146
-2,660
-7% -$226K 0.38% 63
2023
Q1 		$3.32M Sell
37,806
-299
-0.8% -$28.2K 0.46% 53
2022
Q4 		$3.82M Sell
38,105
-916
-2% -$93.4K 0.54% 49
2022
Q3 		$3.61M Sell
39,021
-980
-2% -$107K 0.54% 47
2022
Q2 		$4.33M Sell
40,001
-236
-0.6% -$28.5K 0.6% 45
2022
Q1 		$5.01M Sell
40,237
-708
-2% -$94.1K 0.6% 44
2021
Q4 		$6.08M Sell
40,945
-1,014
-2% -$151K 0.7% 38
2021
Q3 		$6.15M Buy
41,959
+4,864
+13% +$788K 0.78% 34
2021
Q2 		$6.16M Buy
37,095
+270
+0.7% +$45.1K 0.81% 32
2021
Q1 		$5.93M Sell
36,825
-282
-0.8% -$42.2K 0.83% 32
2020
Q4 		$5.42M Sell
37,107
-506
-1% -$71.8K 0.82% 34
2020
Q3 		$5.04M Sell
37,613
-1,258
-3% -$169K 0.83% 35
2020
Q2 		$5.07M Sell
38,871
-611
-2% -$77K 0.85% 35
2020
Q1 		$4.51M Sell
39,482
-742
-2% -$97.6K 0.85% 36
2019
Q4 		$5.93M Buy
+40,224
New +$5.63M 0.91% 31

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

Caldwell Trust's MMM Position: Q2 2026 in Review

Caldwell Trust reduced its 3M (MMM) stake by 4% in Q2 2026, selling an estimated $90.9K and leaving 14,485 shares worth $2.35M. The position accounts for 0.19% of the portfolio, ranked #105.

Caldwell Trust first reported a position in MMM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.16M in Q2 2021. 2,242 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Caldwell Trust held 14,485 shares of 3M worth $2.35M as of Q2 2026.
  • Caldwell Trust sold 600 3M shares in Q2 2026, an estimated $90.9K.
  • 3M made up 0.19% of Caldwell Trust's portfolio in Q2 2026, its #105 holding.
  • Caldwell Trust first reported a position in 3M in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's 3M position peaked at $6.16M in Q2 2021.
  • 2,242 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.