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Elevation Wealth Partners’s 3M MMM Stock Holding History

Elevation 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
Q3 		$116K Buy
709
+15
+2% +$2.56K 0.03% 188
2026
Q2 		$112K Buy
694
+22
+3% +$3.33K 0.03% 182
2026
Q1 		$97.6K Buy
672
+7
+1% +$1.11K 0.04% 169
2025
Q4 		$106K Hold
665
– – 0.04% 166
2025
Q3 		$103K Buy
665
+36
+6% +$5.55K 0.04% 173
2025
Q2 		$95.8K Sell
629
-136
-18% -$19.4K 0.04% 178
2025
Q1 		$112K Hold
765
– – 0.05% 157
2024
Q4 		$98.8K Hold
765
– – 0.04% 168
2024
Q3 		$105K Hold
765
– – 0.04% 158
2024
Q2 		$78.2K Sell
765
-150
-16% -$14.6K 0.04% 179
2024
Q1 		$81.1K Sell
915
-36
-4% -$2.98K 0.04% 178
2023
Q4 		$74.4K Buy
951
+36
+4% +$2.89K 0.04% 177
2023
Q3 		$71.6K Hold
915
– – 0.06% 122
2023
Q2 		$76.6K Hold
915
– – 0.06% 120
2023
Q1 		$80.4K Buy
+915
New +$86.3K 0.07% 119

Other funds holding MMM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Elevation Wealth Partners's MMM Position: Q3 2026 in Review

Elevation Wealth Partners increased its 3M (MMM) stake by 2.2% in Q3 2026, buying an estimated $2.56K and bringing the position to 709 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #188.

Elevation Wealth Partners first reported a position in MMM in Q1 2023 and has held it in 15 quarters since. 118 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Elevation Wealth Partners held 709 shares of 3M worth $116K as of Q3 2026.
  • Elevation Wealth Partners bought 15 3M shares in Q3 2026, an estimated $2.56K.
  • 3M made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #188 holding.
  • Elevation Wealth Partners first reported a position in 3M in Q1 2023 and has held it in 15 quarters since.
  • 118 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.