Copia Wealth Management’s 3M MMM Stock Holding History

Copia 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 Q2	$2.02K	Sell	12 -3	-20%	-$455	﹤0.01%	465
2026 Q1	$2.25K	Buy	15 +3	+25%	+$478	﹤0.01%	430
2025 Q4	$1.92K	Hold	12	–	–	﹤0.01%	440
2025 Q3	$1.86K	Hold	12	–	–	﹤0.01%	408
2025 Q2	$1.83K	Hold	12	–	–	﹤0.01%	395
2025 Q1	$1.76K	Hold	12	–	–	﹤0.01%	384
2024 Q4	$1.55K	Buy	+12	New	+$1.57K	﹤0.01%	364

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

Copia Wealth Management's MMM Position: Q2 2026 in Review

Copia Wealth Management reduced its 3M (MMM) stake by 20% in Q2 2026, selling an estimated $455 and leaving 12 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Copia Wealth Management first reported a position in MMM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25K in Q1 2026. 2,233 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Copia Wealth Management held 12 shares of 3M worth $2.02K as of Q2 2026.
Copia Wealth Management sold 3 3M shares in Q2 2026, an estimated $455.
3M made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #465 holding.
Copia Wealth Management first reported a position in 3M in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's 3M position peaked at $2.25K in Q1 2026.
2,233 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.