Dougherty Wealth Advisers’s 3M MMM Stock Holding History

Dougherty Wealth Advisers’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	$8.71K	Hold	60	–	–	0.01%	91
2025 Q4	$9.61K	Hold	60	–	–	0.01%	102
2025 Q3	$9.31K	Hold	60	–	–	0.01%	104
2025 Q2	$9.13K	Hold	60	–	–	0.01%	102
2025 Q1	$8.81K	Hold	60	–	–	0.01%	102
2024 Q4	$7.75K	Hold	60	–	–	0.01%	105
2024 Q3	$8.2K	Buy	+60	New	+$7.34K	0.01%	102
2020 Q3	–	Sell	-120	Closed	-$16K	–	156
2020 Q2	$16K	Hold	120	–	–	0.06%	143
2020 Q1	$14K	Hold	120	–	–	0.06%	147
2019 Q4	$18K	Hold	120	–	–	0.06%	153
2019 Q3	$16K	Sell	120 -239	-67%	-$33.4K	0.05%	157
2019 Q2	$52K	Buy	359 +239	+199%	+$36.8K	0.15%	113
2019 Q1	$21K	Hold	120	–	–	0.07%	149
2018 Q4	$20K	Buy	+120	New	+$19.9K	0.07%	156

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

Dougherty Wealth Advisers's MMM Position: Q1 2026 in Review

Dougherty Wealth Advisers held its 3M (MMM) position steady in Q1 2026 at 60 shares worth $8.71K. The position accounts for 0.01% of the portfolio, ranked #91.

Dougherty Wealth Advisers first reported a position in MMM in Q4 2018 and has held it in 14 quarters since. The position peaked at $52K in Q2 2019. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Dougherty Wealth Advisers held 60 shares of 3M worth $8.71K as of Q1 2026.
Dougherty Wealth Advisers left its 3M share count unchanged in Q1 2026.
3M made up 0.01% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #91 holding.
Dougherty Wealth Advisers first reported a position in 3M in Q4 2018 and has held it in 14 quarters since.
Dougherty Wealth Advisers's 3M position peaked at $52K in Q2 2019.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.