Cape Investment Advisory’s 3M MMM Stock Holding History

Cape Investment Advisory’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	$76.1K	Buy	+470	New	+$71.2K	0.02%	390
2026 Q1	–	Sell	-225	Closed	-$36K	–	808
2025 Q4	$36K	Buy	225 +213	+1,775%	+$34.8K	0.01%	493
2025 Q3	$1.86K	Sell	12 -186	-94%	-$28.7K	﹤0.01%	687
2025 Q2	$30.2K	Sell	198 -81	-29%	-$11.6K	0.01%	447
2025 Q1	$41K	Sell	279 -8	-3%	-$1.18K	0.02%	366
2024 Q4	$37.1K	Sell	287 -109	-28%	-$14.3K	0.01%	375
2024 Q3	$54.2K	Hold	396	–	–	0.02%	309
2024 Q2	$40.4K	Sell	396 -75	-16%	-$7.31K	0.02%	325
2024 Q1	$41.8K	Buy	471 +8	+2%	+$663	0.02%	333
2023 Q4	$42.3K	Buy	463 +139	+43%	+$11.2K	0.02%	375
2023 Q3	$25.4K	Buy	324 +1	+0.3%	+$86	0.01%	404
2023 Q2	$27K	Buy	323 +25	+8%	+$2.12K	0.02%	389
2023 Q1	$26.2K	Buy	+298	New	+$28.1K	0.02%	379

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's MMM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in 3M (MMM) in Q2 2026: 470 shares worth $76.1K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MMM as recently as Q4 2025.

Cape Investment Advisory first reported a position in MMM in Q1 2023 and has held it in 13 quarters since. 2,245 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Cape Investment Advisory held 470 shares of 3M worth $76.1K as of Q2 2026.
3M was a new Cape Investment Advisory position in Q2 2026.
3M made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #390 holding.
Cape Investment Advisory first reported a position in 3M in Q1 2023 and has held it in 13 quarters since.
2,245 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.