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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Capital Advisors Wealth Management's MMM Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its 3M (MMM) stake by 0.1% in Q2 2026, buying an estimated $303 and bringing the position to 1,936 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #182.

Capital Advisors Wealth Management first reported a position in MMM in Q1 2022 and has held it in 5 quarters since. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Capital Advisors Wealth Management held 1,936 shares of 3M worth $313K as of Q2 2026.
  • Capital Advisors Wealth Management bought 2 3M shares in Q2 2026, an estimated $303.
  • 3M made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Capital Advisors Wealth Management first reported a position in 3M in Q1 2022 and has held it in 5 quarters since.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.