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 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Elevation Wealth Partners increased its 3M (MMM) stake by 3.3% in Q2 2026, buying an estimated $3.33K and bringing the position to 694 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #182.

Elevation Wealth Partners first reported a position in MMM in Q1 2023 and has held it in 14 quarters since. 907 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Elevation Wealth Partners held 694 shares of 3M worth $112K as of Q2 2026.
Elevation Wealth Partners bought 22 3M shares in Q2 2026, an estimated $3.33K.
3M made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #182 holding.
Elevation Wealth Partners first reported a position in 3M in Q1 2023 and has held it in 14 quarters since.
907 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.