CCWM
MMM icon

Cassaday & Co Wealth Management’s 3M MMM Stock Holding History

Cassaday & Co 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
Q2 		$781K Buy
4,821
+2
+0% +$303 0.01% 178
2026
Q1 		$700K Sell
4,819
-30
-0.6% -$4.78K 0.01% 176
2025
Q4 		$776K Buy
4,849
+30
+0.6% +$4.91K 0.02% 168
2025
Q3 		$748K Buy
4,819
+6
+0.1% +$925 0.02% 171
2025
Q2 		$733K Sell
4,813
-3
-0.1% -$429 0.02% 164
2025
Q1 		$707K Sell
4,816
-176
-4% -$25.9K 0.02% 156
2024
Q4 		$644K Buy
4,992
+185
+4% +$24.3K 0.02% 170
2024
Q3 		$657K Sell
4,807
-172
-3% -$21.1K 0.02% 156
2024
Q2 		$509K Sell
4,979
-861
-15% -$83.9K 0.02% 169
2024
Q1 		$518K Sell
5,840
-255
-4% -$21.1K 0.02% 167
2023
Q4 		$557K Sell
6,095
-568
-9% -$45.6K 0.02% 156
2023
Q3 		$522K Buy
6,663
+227
+4% +$19.5K 0.02% 142
2023
Q2 		$539K Buy
6,436
+299
+5% +$25.4K 0.02% 146
2023
Q1 		$539K Sell
6,137
-30
-0.5% -$2.83K 0.02% 149
2022
Q4 		$618K Buy
+6,167
New +$629K 0.03% 133

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's MMM Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its 3M (MMM) stake by 0.04% in Q2 2026, buying an estimated $303 and bringing the position to 4,821 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #178.

Cassaday & Co Wealth Management first reported a position in MMM in Q4 2022 and has held it in 15 quarters since. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Cassaday & Co Wealth Management held 4,821 shares of 3M worth $781K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 2 3M shares in Q2 2026, an estimated $303.
  • 3M made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Cassaday & Co Wealth Management first reported a position in 3M in Q4 2022 and has held it in 15 quarters since.
  • 2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.