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Cyndeo Wealth Partners’s 3M MMM Stock Holding History

Cyndeo 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 		$709K Sell
4,377
-1,997
-31% -$303K 0.03% 301
2026
Q1 		$926K Buy
6,374
+83
+1% +$13.2K 0.05% 243
2025
Q4 		$1.01M Sell
6,291
-318
-5% -$52K 0.05% 239
2025
Q3 		$1.03M Sell
6,609
-36
-0.5% -$5.55K 0.06% 231
2025
Q2 		$1.01M Sell
6,645
-25
-0.4% -$3.57K 0.06% 228
2025
Q1 		$980K Sell
6,670
-16
-0.2% -$2.35K 0.06% 215
2024
Q4 		$863K Buy
6,686
+6
+0.1% +$787 0.06% 233
2024
Q3 		$913K Sell
6,680
-3,312
-33% -$405K 0.06% 226
2024
Q2 		$1.02M Sell
9,992
-1,952
-16% -$190K 0.08% 209
2024
Q1 		$1.06M Buy
11,944
+2,682
+29% +$222K 0.09% 191
2023
Q4 		$847K Buy
9,262
+64
+0.7% +$5.14K 0.08% 199
2023
Q3 		$720K Buy
9,198
+4,049
+79% +$348K 0.08% 196
2023
Q2 		$431K Sell
5,149
-23
-0.4% -$1.95K 0.05% 228
2023
Q1 		$455K Sell
5,172
-21
-0.4% -$1.98K 0.05% 225
2022
Q4 		$521K Buy
+5,193
New +$530K 0.06% 211

Other funds holding MMM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its 3M (MMM) stake by 31% in Q2 2026, selling an estimated $303K and leaving 4,377 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #301.

Cyndeo Wealth Partners first reported a position in MMM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2024. 497 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Cyndeo Wealth Partners held 4,377 shares of 3M worth $709K as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,997 3M shares in Q2 2026, an estimated $303K.
  • 3M made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • Cyndeo Wealth Partners first reported a position in 3M in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's 3M position peaked at $1.06M in Q1 2024.
  • 497 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.