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CLA (CliftonLarsonAllen) Wealth Advisors’s 3M MMM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2026
Q2 		$1.67M Buy
+10,321
New +$1.56M 0.02% 165
2021
Q4 		– Sell
-3,565
Closed -$523K – 247
2021
Q3 		$523K Buy
+3,565
New +$578K 0.02% 218
2019
Q1 		– Sell
-24,453
Closed -$3.9M – 128
2018
Q4 		$3.9M Sell
24,453
-4,493
-16% -$746K 0.39% 43
2018
Q3 		$5.1M Sell
28,946
-910
-3% -$157K 0.48% 39
2018
Q2 		$4.91M Buy
29,856
+2,355
+9% +$402K 0.48% 40
2018
Q1 		$5.05M Buy
27,501
+357
+1% +$70.7K 0.5% 38
2017
Q4 		$5.34M Buy
27,144
+11,131
+70% +$2.14M 0.55% 38
2017
Q3 		$2.81M Buy
16,013
+777
+5% +$135K 0.3% 43
2017
Q2 		$2.65M Buy
15,236
+120
+0.8% +$20.1K 0.3% 46
2017
Q1 		$2.42M Sell
15,116
-2,100
-12% -$322K 0.27% 50
2016
Q4 		$2.57M Sell
17,216
-563
-3% -$81.2K 0.29% 49
2016
Q3 		$2.62M Buy
17,779
+5,709
+47% +$852K 0.32% 45
2016
Q2 		$1.77M Buy
+12,070
New +$1.7M 0.26% 57
2015
Q3 		– Sell
-5,540
Closed -$715K – 143
2015
Q2 		$715K Buy
+5,540
New +$743K 0.14% 86

Other funds holding MMM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MMM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in 3M (MMM) in Q2 2026: 10,321 shares worth $1.67M. The stake represents 0.02% of the portfolio and ranks #165 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in MMM as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MMM in Q2 2015 and has held it in 14 quarters since. The position peaked at $5.34M in Q4 2017. 497 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,321 shares of 3M worth $1.67M as of Q2 2026.
  • 3M was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • 3M made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in 3M in Q2 2015 and has held it in 14 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's 3M position peaked at $5.34M in Q4 2017.
  • 497 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.