CapWealth Advisors’s 3M MMM Stock Holding History

CapWealth Advisors’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
2025 Q2	–	Sell	-3,880	Closed	-$570K	–	105
2025 Q1	$570K	Buy	3,880 +275	+8%	+$40.4K	0.06%	70
2024 Q4	$465K	Hold	3,605	–	–	0.05%	74
2024 Q3	$493K	Hold	3,605	–	–	0.05%	73
2024 Q2	$368K	Sell	3,605 -1,065	-23%	-$104K	0.05%	74
2024 Q1	$414K	Sell	4,670 -6	-0.1%	-$497	0.05%	70
2023 Q4	$427K	Sell	4,676 -106	-2%	-$8.51K	0.05%	71
2023 Q3	$374K	Sell	4,782 -110	-2%	-$9.45K	0.05%	78
2023 Q2	$409K	Sell	4,892 -9	-0.2%	-$765	0.05%	76
2023 Q1	$431K	Sell	4,901 -287	-6%	-$27.1K	0.05%	76
2022 Q4	$520K	Sell	5,188 -287	-5%	-$29.3K	0.06%	78
2022 Q3	$506K	Hold	5,475	–	–	0.07%	80
2022 Q2	$592K	Hold	5,475	–	–	0.07%	80
2022 Q1	$682K	Buy	5,475 +9	+0.2%	+$1.2K	0.07%	88
2021 Q4	$812K	Buy	5,466 +216	+4%	+$32.2K	0.08%	81
2021 Q3	$770K	Hold	5,250	–	–	0.08%	79
2021 Q2	$872K	Sell	5,250 -57,566	-92%	-$9.61M	0.09%	71
2021 Q1	$10.1M	Buy	62,816 +1,232	+2%	+$184K	1.15%	38
2020 Q4	$9M	Buy	61,584 +1,730	+3%	+$246K	1.07%	41
2020 Q3	$8.02M	Buy	59,854 +1,439	+2%	+$194K	1.07%	38
2020 Q2	$7.62M	Buy	58,415 +5,339	+10%	+$673K	1.08%	36
2020 Q1	$6.06M	Buy	53,076 +8,730	+20%	+$1.15M	1.07%	37
2019 Q4	$6.54M	Sell	44,346 -4,053	-8%	-$568K	0.82%	42
2019 Q3	$6.65M	Buy	48,399 +1,445	+3%	+$202K	0.89%	41
2019 Q2	$6.8M	Buy	46,954 +88	+0.2%	+$13.5K	0.97%	40
2019 Q1	$8.14M	Sell	46,866 -885	-2%	-$149K	1.25%	31
2018 Q4	$7.61M	Buy	47,751 +637	+1%	+$106K	1.34%	28
2018 Q3	$8.3M	Buy	47,114 +806	+2%	+$139K	1.36%	31
2018 Q2	$7.62M	Buy	46,308 +4,321	+10%	+$737K	1.36%	31
2018 Q1	$7.71M	Sell	41,987 -1,672	-4%	-$331K	1.49%	27
2017 Q4	$8.59M	Buy	43,659 +379	+0.9%	+$72.9K	1.55%	23
2017 Q3	$7.6M	Sell	43,280 -300	-0.7%	-$52K	1.46%	26
2017 Q2	$7.59M	Sell	43,580 -1,020	-2%	-$171K	1.52%	25
2017 Q1	$7.13M	Sell	44,600 -4,318	-9%	-$662K	1.46%	27
2016 Q4	$7.3M	Buy	48,918 +357	+0.7%	+$51.5K	1.58%	27
2016 Q3	$7.16M	Sell	48,561 -424	-0.9%	-$63.3K	1.72%	27
2016 Q2	$7.17M	Sell	48,985 -203	-0.4%	-$28.6K	1.75%	24
2016 Q1	$6.85M	Buy	49,188 +239	+0.5%	+$30.7K	1.74%	24
2015 Q4	$6.17M	Sell	48,949 -2,869	-6%	-$369K	1.49%	25
2015 Q3	$6.14M	Buy	51,818 +1,322	+3%	+$163K	1.54%	27
2015 Q2	$6.51M	Buy	50,496 +2,918	+6%	+$391K	1.54%	24
2015 Q1	$6.56M	Buy	47,578 +1,440	+3%	+$198K	1.54%	28
2014 Q4	$6.34M	Buy	46,138 +2,250	+5%	+$289K	1.49%	32
2014 Q3	$5.2M	Buy	43,888 +1,123	+3%	+$135K	1.18%	40
2014 Q2	$5.12M	Buy	42,765 +2,738	+7%	+$321K	1.17%	40
2014 Q1	$4.54M	Buy	40,027 +634	+2%	+$70.4K	1.22%	38
2013 Q4	$4.62M	Sell	39,393 -3,274	-8%	-$349K	1.16%	39
2013 Q3	$4.26M	Buy	42,667 +891	+2%	+$86.6K	1.19%	35
2013 Q2	$3.82M	Buy	+41,776	New	+$3.79M	1.12%	35

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

CapWealth Advisors's MMM Position: Q2 2025 in Review

CapWealth Advisors sold out of 3M (MMM) in Q2 2025, closing a stake of 3,880 shares — an estimated $570K sold.

CapWealth Advisors first reported a position in MMM in Q2 2013 and held it in 48 quarters. The position peaked at $10.1M in Q1 2021. 2,141 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

CapWealth Advisors reported no remaining 3M position as of Q2 2025 after selling out during the quarter.
CapWealth Advisors sold 3,880 3M shares in Q2 2025, an estimated $570K.
CapWealth Advisors first reported a position in 3M in Q2 2013 and held it in 48 quarters.
CapWealth Advisors's 3M position peaked at $10.1M in Q1 2021.
2,141 funds tracked by Wall St. Rank held 3M as of Q2 2025.

Based on CapWealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.