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Confluence Wealth Services’s 3M MMM Stock Holding History

Confluence Wealth Services’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 		$797K Buy
4,920
+1,127
+30% +$171K 0.02% 268
2026
Q1 		$551K Buy
3,793
+984
+35% +$157K 0.02% 250
2025
Q4 		$450K Buy
2,809
+46
+2% +$7.52K 0.02% 267
2025
Q3 		$429K Sell
2,763
-299
-10% -$46.1K 0.02% 269
2025
Q2 		$466K Buy
3,062
+1
+0% +$143 0.03% 255
2025
Q1 		$416K Sell
3,061
-22
-0.7% -$3.23K 0.03% 250
2024
Q4 		$461K Buy
3,083
+21
+0.7% +$2.75K 0.03% 229
2024
Q3 		$419K Sell
3,062
-115
-4% -$14.1K 0.03% 242
2024
Q2 		$325K Sell
3,177
-709
-18% -$69.1K 0.03% 285
2024
Q1 		$345K Sell
3,886
-3,985
-51% -$330K 0.03% 254
2023
Q4 		$719K Sell
7,871
-108
-1% -$8.67K 0.08% 144
2023
Q3 		$625K Buy
7,979
+1,057
+15% +$90.8K 0.12% 129
2023
Q2 		$579K Buy
6,922
+3,193
+86% +$271K 0.12% 134
2023
Q1 		$328K Buy
3,729
+1,595
+75% +$150K 0.08% 183
2022
Q4 		$214K Sell
2,134
-76
-3% -$7.75K 0.06% 222
2022
Q3 		$204K Sell
2,210
-2,960
-57% -$325K 0.09% 213
2022
Q2 		$646K Buy
5,170
+124
+2% +$15K 0.28% 119
2022
Q1 		$628K Sell
5,046
-21
-0.4% -$2.79K 0.23% 122
2021
Q4 		$752K Buy
+5,067
New +$755K 0.24% 102

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

Confluence Wealth Services's MMM Position: Q2 2026 in Review

Confluence Wealth Services increased its 3M (MMM) stake by 30% in Q2 2026, buying an estimated $171K and bringing the position to 4,920 shares worth $797K. The position accounts for 0.02% of the portfolio, ranked #268.

Confluence Wealth Services first reported a position in MMM in Q4 2021 and has held it in 19 quarters since. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Confluence Wealth Services held 4,920 shares of 3M worth $797K as of Q2 2026.
  • Confluence Wealth Services bought 1,127 3M shares in Q2 2026, an estimated $171K.
  • 3M made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #268 holding.
  • Confluence Wealth Services first reported a position in 3M in Q4 2021 and has held it in 19 quarters since.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.