EWA
MMM icon

EP Wealth Advisors’s 3M MMM Stock Holding History

EP Wealth Advisors’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 		$3.76M Sell
25,882
-2,811
-10% -$448K 0.02% 357
2025
Q4 		$4.59M Buy
+28,693
New +$4.69M 0.02% 295
2025
Q2 		$4.05M Buy
26,607
+1,795
+7% +$257K 0.03% 293
2025
Q1 		$3.64M Buy
24,812
+660
+3% +$97K 0.03% 263
2024
Q4 		$3.12M Buy
24,152
+1,226
+5% +$161K 0.03% 279
2024
Q3 		$3.13M Buy
22,926
+8,439
+58% +$1.03M 0.03% 274
2024
Q2 		$1.48M Sell
14,487
-2,668
-16% -$260K 0.02% 327
2024
Q1 		$1.52M Buy
17,155
+3,531
+26% +$293K 0.02% 308
2023
Q4 		$1.25M Buy
13,624
+840
+7% +$67.4K 0.02% 335
2023
Q3 		$1M Sell
12,784
-7,756,726
-100% -$666M 0.02% 329
2023
Q2 		$1.14M Buy
7,769,510
+7,758,604
+71,141% +$659M 0.02% 307
2023
Q1 		$364K Sell
10,906
-1,821
-14% -$172K 0.01% 452
2022
Q4 		$1.28M Sell
12,727
-868
-6% -$88.5K 0.02% 251
2022
Q3 		$1.26M Buy
13,595
+1,069
+9% +$117K 0.03% 221
2022
Q2 		$1.35M Sell
12,526
-1,074
-8% -$130K 0.03% 225
2022
Q1 		$1.69M Sell
13,600
-168
-1% -$22.3K 0.04% 212
2021
Q4 		$2.04M Sell
13,768
-534
-4% -$79.6K 0.05% 181
2021
Q3 		$2.1M Sell
14,302
-2,763
-16% -$448K 0.06% 159
2021
Q2 		$2.83M Sell
17,065
-789
-4% -$132K 0.08% 152
2021
Q1 		$2.88M Buy
17,854
+7,556
+73% +$1.13M 0.09% 138
2020
Q4 		$1.5M Buy
10,298
+456
+5% +$64.7K 0.05% 149
2020
Q3 		$1.32M Sell
9,842
-1,689
-15% -$227K 0.06% 144
2020
Q2 		$1.5M Sell
11,531
-1,647
-12% -$208K 0.06% 137
2020
Q1 		$1.5M Sell
13,178
-2,586
-16% -$340K 0.07% 133
2019
Q4 		$2.33M Sell
15,764
-1,611
-9% -$226K 0.1% 125
2019
Q3 		$2.39M Buy
17,375
+2,443
+16% +$342K 0.12% 97
2019
Q2 		$2.16M Buy
14,932
+6,534
+78% +$1.01M 0.14% 80
2019
Q1 		$1.46M Sell
8,398
-926
-10% -$156K 0.14% 90
2018
Q4 		$1.49M Sell
9,324
-603
-6% -$100K 0.11% 99
2018
Q3 		$1.75M Sell
9,927
-102,020
-91% -$17.6M 0.14% 84
2018
Q2 		$18.4M Buy
111,947
+11,697
+12% +$2M 1.74% 10
2018
Q1 		$18.4M Buy
100,250
+4,265
+4% +$845K 1.78% 8
2017
Q4 		$18.9M Buy
95,985
+1,305
+1% +$251K 1.99% 8
2017
Q3 		$16.6M Buy
94,680
+1,823
+2% +$316K 1.92% 8
2017
Q2 		$16.2M Buy
92,857
+247
+0.3% +$41.3K 1.98% 9
2017
Q1 		$14.8M Buy
92,610
+3,588
+4% +$550K 2.04% 8
2016
Q4 		$11.6M Buy
89,022
+2,075
+2% +$299K 1.7% 12
2016
Q3 		$12.8M Sell
86,947
-379
-0.4% -$56.6K 2% 9
2016
Q2 		$12.8M Sell
87,326
-7,114
-8% -$1M 2.04% 8
2016
Q1 		$13.2M Sell
94,440
-23,843
-20% -$3.06M 2.02% 8
2015
Q4 		$14.9M Buy
118,283
+3,550
+3% +$456K 2.5% 6
2015
Q3 		$13.6M Buy
114,733
+2,661
+2% +$327K 2.59% 8
2015
Q2 		$14.5M Buy
112,072
+2,773
+3% +$372K 2.71% 8
2015
Q1 		$15.1M Sell
109,299
-897
-0.8% -$124K 2.83% 6
2014
Q4 		$15.1M Sell
110,196
-902
-0.8% -$116K 2.5% 7
2014
Q3 		$13.2M Buy
111,098
+5,430
+5% +$653K 2.13% 12
2014
Q2 		$12.7M Buy
105,668
+2,928
+3% +$344K 2.94% 10
2014
Q1 		$11.7M Buy
102,740
+2,479
+2% +$275K 3.19% 9
2013
Q4 		$11.8M Buy
100,261
+3,055
+3% +$325K 3.05% 7
2013
Q3 		$9.71M Buy
97,206
+765
+0.8% +$74.4K 3.05% 10
2013
Q2 		$8.82M Buy
+96,441
New +$8.76M 3.18% 13

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's MMM Position: Q1 2026 in Review

EP Wealth Advisors reduced its 3M (MMM) stake by 9.8% in Q1 2026, selling an estimated $448K and leaving 25,882 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #357.

EP Wealth Advisors first reported a position in MMM in Q2 2013 and has held it in 51 quarters since. The position peaked at $18.9M in Q4 2017. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • EP Wealth Advisors held 25,882 shares of 3M worth $3.76M as of Q1 2026.
  • EP Wealth Advisors sold 2,811 3M shares in Q1 2026, an estimated $448K.
  • 3M made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #357 holding.
  • EP Wealth Advisors first reported a position in 3M in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's 3M position peaked at $18.9M in Q4 2017.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

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