Dynasty Wealth Management’s 3M MMM Stock Holding History

Dynasty 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 Q1	$356K	Sell	2,450 -373	-13%	-$59.4K	﹤0.01%	272
2025 Q4	$452K	Buy	2,823 +874	+45%	+$143K	﹤0.01%	247
2025 Q3	$302K	Buy	+1,949	New	+$301K	﹤0.01%	262
2018 Q4	–	Sell	-1,763	Closed	-$311K	–	64
2018 Q3	$311K	Buy	+1,763	New	+$304K	0.4%	70
2018 Q1	–	Sell	-1,408	Closed	-$277K	–	83
2017 Q4	$277K	Buy	+1,408	New	+$271K	0.48%	69

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

Dynasty Wealth Management's MMM Position: Q1 2026 in Review

Dynasty Wealth Management reduced its 3M (MMM) stake by 13% in Q1 2026, selling an estimated $59.4K and leaving 2,450 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Dynasty Wealth Management first reported a position in MMM in Q4 2017 and has held it in 5 quarters since. The position peaked at $452K in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Dynasty Wealth Management held 2,450 shares of 3M worth $356K as of Q1 2026.
Dynasty Wealth Management sold 373 3M shares in Q1 2026, an estimated $59.4K.
3M made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #272 holding.
Dynasty Wealth Management first reported a position in 3M in Q4 2017 and has held it in 5 quarters since.
Dynasty Wealth Management's 3M position peaked at $452K in Q4 2025.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.