Cassaday & Co Wealth Management
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
Q3 		$839K Buy
5,111
+290
+6% +$49.5K 0.01% 174
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cassaday & Co Wealth Management's MMM Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its 3M (MMM) stake by 6% in Q3 2026, buying an estimated $49.5K and bringing the position to 5,111 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #174.

Cassaday & Co Wealth Management first reported a position in MMM in Q4 2022 and has held it in 16 quarters since. 1,758 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Cassaday & Co Wealth Management held 5,111 shares of 3M worth $839K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 290 3M shares in Q3 2026, an estimated $49.5K.
  • 3M made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Cassaday & Co Wealth Management first reported a position in 3M in Q4 2022 and has held it in 16 quarters since.
  • 1,758 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.