Carson Wealth (CWM LLC)
MMM icon

Carson Wealth (CWM LLC)’s 3M MMM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$16.9M Sell
116,373
-9,442
-8% -$1.5M 0.04% 378
2025
Q4 		$20.1M Buy
125,815
+45,794
+57% +$7.49M 0.05% 313
2025
Q3 		$12.4M Buy
80,021
+262
+0.3% +$40.4K 0.04% 399
2025
Q2 		$12.1M Sell
79,759
-9,953
-11% -$1.42M 0.04% 348
2025
Q1 		$13.2M Buy
89,712
+13,927
+18% +$2.05M 0.05% 293
2024
Q4 		$9.78M Buy
75,785
+28,624
+61% +$3.75M 0.04% 324
2024
Q3 		$6.45M Buy
47,161
+6,671
+16% +$817K 0.03% 395
2024
Q2 		$4.14M Sell
40,490
-2,314
-5% -$226K 0.02% 461
2024
Q1 		$3.8M Buy
42,804
+7,790
+22% +$646K 0.02% 468
2023
Q4 		$3.2M Sell
35,014
-885
-2% -$71K 0.02% 483
2023
Q3 		$2.81M Buy
35,899
+13,366
+59% +$1.15M 0.02% 472
2023
Q2 		$1.89M Buy
22,533
+2,062
+10% +$175K 0.01% 528
2023
Q1 		$1.8M Buy
20,471
+132
+0.6% +$12.4K 0.01% 496
2022
Q4 		$2.04M Buy
20,339
+1,915
+10% +$195K 0.02% 442
2022
Q3 		$1.7M Sell
18,424
-34,974
-65% -$3.84M 0.01% 443
2022
Q2 		$5.78M Buy
53,398
+3,559
+7% +$430K 0.04% 267
2022
Q1 		$6.2M Buy
49,839
+33,816
+211% +$4.5M 0.04% 275
2021
Q4 		$2.38M Buy
+16,023
New +$2.39M 0.02% 398
2021
Q2 		$2.35M Hold
14,170
– – 0.02% 387
2021
Q1 		$2.35M Hold
14,170
– – 0.02% 387
2020
Q4 		$2.35M Hold
14,170
– – 0.02% 387
2020
Q3 		$2.35M Hold
14,170
– – 0.02% 387
2020
Q2 		$2.35M Hold
14,170
– – 0.02% 387
2020
Q1 		$2.35M Hold
14,170
– – 0.02% 387
2019
Q4 		$2.35M Hold
14,170
– – 0.02% 387
2019
Q3 		$2.35M Hold
14,170
– – 0.02% 387
2019
Q2 		$2.35M Hold
14,170
– – 0.02% 387
2019
Q1 		$2.35M Buy
14,170
+8,915
+170% +$1.5M 0.02% 387
2018
Q4 		$837K Buy
5,255
+299
+6% +$49.6K 0.02% 385
2018
Q3 		$873K Buy
4,956
+4,059
+453% +$699K 0.02% 328
2018
Q2 		$148K Buy
897
+92
+11% +$15.7K ﹤0.01% 467
2018
Q1 		$148K Sell
805
-154
-16% -$30.5K 0.01% 401
2017
Q4 		$189K Buy
959
+11
+1% +$2.12K 0.01% 352
2017
Q3 		$166K Buy
948
+62
+7% +$10.7K 0.01% 346
2017
Q2 		$154K Buy
886
+129
+17% +$21.6K 0.01% 336
2017
Q1 		$121K Sell
757
-1,004
-57% -$154K 0.01% 346
2016
Q4 		$263K Sell
1,761
-258
-13% -$37.2K 0.02% 255
2016
Q3 		$297K Buy
2,019
+177
+10% +$26.4K 0.02% 228
2016
Q2 		$270K Sell
1,842
-239
-11% -$33.7K 0.02% 230
2016
Q1 		$290K Sell
2,081
-83
-4% -$10.7K 0.03% 211
2015
Q4 		$273K Buy
2,164
+619
+40% +$79.6K 0.03% 208
2015
Q3 		$183K Buy
+1,545
New +$190K 0.02% 213
2014
Q1 		– Sell
-1,658
Closed -$194K – 363
2013
Q4 		$194K Sell
1,658
-215
-11% -$22.9K 0.03% 161
2013
Q3 		$187K Buy
+1,873
New +$182K 0.05% 135

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MMM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its 3M (MMM) stake by 7.5% in Q1 2026, selling an estimated $1.5M and leaving 116,373 shares worth $16.9M. The position accounts for 0.04% of the portfolio, ranked #378.

Carson Wealth (CWM LLC) first reported a position in MMM in Q3 2013 and has held it in 44 quarters since. The position peaked at $20.1M in Q4 2025. 2,172 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 116,373 shares of 3M worth $16.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,442 3M shares in Q1 2026, an estimated $1.5M.
  • 3M made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #378 holding.
  • Carson Wealth (CWM LLC) first reported a position in 3M in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s 3M position peaked at $20.1M in Q4 2025.
  • 2,172 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.