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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Cassaday & Co Wealth Management's MMM Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its 3M (MMM) stake by 0.62% in Q1 2026, selling an estimated $4.78K and leaving 4,819 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #176.

Cassaday & Co Wealth Management first reported a position in MMM in Q4 2022 and has held it in 14 quarters since. The position peaked at $776K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Cassaday & Co Wealth Management held 4,819 shares of 3M worth $700K as of Q1 2026.
Cassaday & Co Wealth Management sold 30 3M shares in Q1 2026, an estimated $4.78K.
3M made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #176 holding.
Cassaday & Co Wealth Management first reported a position in 3M in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's 3M position peaked at $776K in Q4 2025.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.