Concord Wealth Partners’s 3M MMM Stock Holding History

Concord Wealth Partners’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	$136K	Buy	+839	New	+$127K	0.02%	260
2026 Q1	–	Sell	-739	Closed	-$118K	–	567
2025 Q4	$118K	Sell	739 -36	-5%	-$5.89K	0.02%	237
2025 Q3	$120K	Hold	775	–	–	0.02%	239
2025 Q2	$118K	Hold	775	–	–	0.02%	252
2025 Q1	$114K	Sell	775 -185	-19%	-$27.2K	0.02%	233
2024 Q4	$124K	Sell	960 -1	-0.1%	-$131	0.02%	233
2024 Q3	$131K	Sell	961 -158	-14%	-$19.3K	0.02%	240
2024 Q2	$114K	Sell	1,119 -628	-36%	-$61.2K	0.02%	232
2024 Q1	$155K	Sell	1,747 -1,659	-49%	-$138K	0.03%	227
2023 Q4	$311K	Sell	3,406 -2,872	-46%	-$230K	0.06%	158
2023 Q3	$491K	Buy	6,278 +815	+15%	+$70K	0.1%	125
2023 Q2	$457K	Buy	5,463 +1,405	+35%	+$119K	0.1%	117
2023 Q1	$357K	Sell	4,058 -1,349	-25%	-$127K	0.1%	106
2022 Q4	$542K	Sell	5,407 -337	-6%	-$34.4K	0.16%	81
2022 Q3	$531K	Buy	5,744 +15	+0.3%	+$1.65K	0.17%	85
2022 Q2	$620K	Buy	5,729 +683	+14%	+$82.5K	0.17%	83
2022 Q1	$628K	Buy	5,046 +374	+8%	+$49.7K	0.16%	84
2021 Q4	$694K	Buy	4,672 +3,542	+313%	+$528K	0.17%	76
2021 Q3	$166K	Sell	1,130 -2,172	-66%	-$352K	0.07%	102
2021 Q2	$548K	Buy	3,302 +544	+20%	+$90.8K	0.16%	62
2021 Q1	$444K	Buy	2,758 +2,112	+327%	+$316K	0.15%	66
2020 Q4	$94K	Buy	+646	New	+$91.7K	0.07%	139

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's MMM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in 3M (MMM) in Q2 2026: 839 shares worth $136K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MMM as recently as Q4 2025.

Concord Wealth Partners first reported a position in MMM in Q4 2020 and has held it in 22 quarters since. The position peaked at $694K in Q4 2021. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Concord Wealth Partners held 839 shares of 3M worth $136K as of Q2 2026.
3M was a new Concord Wealth Partners position in Q2 2026.
3M made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #260 holding.
Concord Wealth Partners first reported a position in 3M in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's 3M position peaked at $694K in Q4 2021.
2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.