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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWS Financial Advisors's MMM Position: Q1 2026 in Review

CWS Financial Advisors increased its 3M (MMM) stake by 1.3% in Q1 2026, buying an estimated $3.66K and bringing the position to 1,801 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #130.

CWS Financial Advisors first reported a position in MMM in Q4 2019 and has held it in 20 quarters since. The position peaked at $969K in Q2 2021. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

CWS Financial Advisors held 1,801 shares of 3M worth $262K as of Q1 2026.
CWS Financial Advisors bought 23 3M shares in Q1 2026, an estimated $3.66K.
3M made up 0.07% of CWS Financial Advisors's portfolio in Q1 2026, its #130 holding.
CWS Financial Advisors first reported a position in 3M in Q4 2019 and has held it in 20 quarters since.
CWS Financial Advisors's 3M position peaked at $969K in Q2 2021.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.