Capital Advisors Wealth Management’s 3M MMM Stock Holding History

Capital Advisors 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 Q3	$314K	Sell	1,911 -25	-1%	-$4.26K	0.04%	183
2026 Q2	$313K	Buy	1,936 +2	+0.1%	+$303	0.04%	182
2026 Q1	$281K	Sell	1,934 -2	-0.1%	-$318	0.04%	177
2025 Q4	$310K	Buy	1,936 +2	+0.1%	+$327	0.04%	167
2025 Q3	$300K	Buy	+1,934	New	+$298K	0.04%	166
2022 Q2	–	Sell	-1,804	Closed	-$224K	–	123
2022 Q1	$224K	Buy	+1,804	New	+$240K	0.07%	112

Other funds holding MMM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Capital Advisors Wealth Management's MMM Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its 3M (MMM) stake by 1.3% in Q3 2026, selling an estimated $4.26K and leaving 1,911 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #183.

Capital Advisors Wealth Management first reported a position in MMM in Q1 2022 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

Capital Advisors Wealth Management held 1,911 shares of 3M worth $314K as of Q3 2026.
Capital Advisors Wealth Management sold 25 3M shares in Q3 2026, an estimated $4.26K.
3M made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #183 holding.
Capital Advisors Wealth Management first reported a position in 3M in Q1 2022 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.