Elwood & Goetz Wealth Advisory Group’s 3M MMM Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$248K	Hold	1,711	–	–	0.04%	125
2025 Q4	$274K	Buy	1,711 +3	+0.2%	+$491	0.05%	113
2025 Q3	$265K	Hold	1,708	–	–	0.05%	106
2025 Q2	$260K	Sell	1,708 -100	-6%	-$14.3K	0.06%	97
2025 Q1	$266K	Buy	1,808 +100	+6%	+$14.7K	0.06%	81
2024 Q4	$220K	Hold	1,708	–	–	0.05%	94
2024 Q3	$233K	Buy	+1,708	New	+$209K	0.06%	95
2023 Q1	–	Sell	-2,043	Closed	-$205K	–	66
2022 Q4	$205K	Buy	+2,043	New	+$208K	0.06%	65
2022 Q3	–	Sell	-2,043	Closed	-$221K	–	64
2022 Q2	$221K	Hold	2,043	–	–	0.07%	57
2022 Q1	$254K	Hold	2,043	–	–	0.08%	58
2021 Q4	$303K	Sell	2,043 -134	-6%	-$20K	0.09%	47
2021 Q3	$319K	Buy	2,177 +134	+7%	+$21.7K	0.11%	43
2021 Q2	$339K	Hold	2,043	–	–	0.13%	37
2021 Q1	$329K	Hold	2,043	–	–	0.14%	39
2020 Q4	$299K	Hold	2,043	–	–	0.14%	41
2020 Q3	$274K	Hold	2,043	–	–	0.15%	34
2020 Q2	$266K	Hold	2,043	–	–	0.16%	32
2020 Q1	$233K	Hold	2,043	–	–	0.17%	29
2019 Q4	$301K	Hold	2,043	–	–	0.22%	27
2019 Q3	$281K	Hold	2,043	–	–	0.22%	29
2019 Q2	$296K	Hold	2,043	–	–	0.25%	27
2019 Q1	$355K	Hold	2,043	–	–	0.33%	21
2018 Q4	$325K	Buy	+2,043	New	+$339K	0.34%	23

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

Elwood & Goetz Wealth Advisory Group's MMM Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group held its 3M (MMM) position steady in Q1 2026 at 1,711 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #125.

Elwood & Goetz Wealth Advisory Group first reported a position in MMM in Q4 2018 and has held it in 23 quarters since. The position peaked at $355K in Q1 2019. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 1,711 shares of 3M worth $248K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group left its 3M share count unchanged in Q1 2026.
3M made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #125 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in 3M in Q4 2018 and has held it in 23 quarters since.
Elwood & Goetz Wealth Advisory Group's 3M position peaked at $355K in Q1 2019.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.