CWS Financial Advisors’s 3M MMM Stock Holding History

CWS Financial 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	$290K	Sell	1,792 -9	-0.5%	-$1.36K	0.06%	135
2026 Q1	$262K	Buy	1,801 +23	+1%	+$3.66K	0.07%	130
2025 Q4	$285K	Hold	1,778	–	–	0.08%	121
2025 Q3	$276K	Hold	1,778	–	–	0.08%	121
2025 Q2	$271K	Buy	1,778 +1	+0.1%	+$143	0.08%	115
2025 Q1	$261K	Hold	1,777	–	–	0.08%	112
2024 Q4	$229K	Hold	1,777	–	–	0.07%	119
2024 Q3	$243K	Buy	+1,777	New	+$218K	0.09%	102
2024 Q1	–	Sell	-2,521	Closed	-$230K	–	133
2023 Q4	$230K	Sell	2,521 -214	-8%	-$17.2K	0.09%	133
2023 Q3	$214K	Buy	+2,735	New	+$235K	0.09%	132
2023 Q1	–	Sell	-5,808	Closed	-$936K	–	153
2022 Q4	$936K	Buy	+5,808	New	+$592K	0.4%	38
2022 Q3	–	Sell	-3,941	Closed	-$426K	–	159
2022 Q2	$426K	Sell	3,941 -1,982	-33%	-$240K	0.19%	88
2022 Q1	$737K	Sell	5,923 -431	-7%	-$57.3K	0.28%	63
2021 Q4	$944K	Buy	+6,354	New	+$947K	0.33%	52
2021 Q2	$969K	Buy	5,832 +24	+0.4%	+$4K	0.39%	39
2021 Q1	$936K	Buy	5,808 +299	+5%	+$44.8K	0.4%	38
2020 Q4	$805K	Hold	5,509	–	–	0.47%	44
2020 Q3	$738K	Hold	5,509	–	–	0.49%	39
2020 Q2	$718K	Buy	5,509 +544	+11%	+$68.5K	0.52%	38
2020 Q1	$732K	Hold	4,965	–	–	0.54%	26
2019 Q4	$732K	Buy	+4,965	New	+$695K	0.53%	26

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

CWS Financial Advisors's MMM Position: Q2 2026 in Review

CWS Financial Advisors reduced its 3M (MMM) stake by 0.5% in Q2 2026, selling an estimated $1.36K and leaving 1,792 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #135.

CWS Financial Advisors first reported a position in MMM in Q4 2019 and has held it in 21 quarters since. The position peaked at $969K in Q2 2021. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

CWS Financial Advisors held 1,792 shares of 3M worth $290K as of Q2 2026.
CWS Financial Advisors sold 9 3M shares in Q2 2026, an estimated $1.36K.
3M made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #135 holding.
CWS Financial Advisors first reported a position in 3M in Q4 2019 and has held it in 21 quarters since.
CWS Financial Advisors's 3M position peaked at $969K in Q2 2021.
2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.