Evermay Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $175K | Buy |
1,078
+128
| +13% | +$19.4K | 0.02% | 219 |
|
|
2026
Q1 | $138K | Hold |
950
| – | – | 0.02% | 226 |
|
|
2025
Q4 | $152K | Hold |
950
| – | – | 0.02% | 222 |
|
|
2025
Q3 | $147K | Hold |
950
| – | – | 0.02% | 228 |
|
|
2025
Q2 | $145K | Hold |
950
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $140K | Sell |
950
-150
| -14% | -$22K | 0.02% | 223 |
|
|
2024
Q4 | $142K | Hold |
1,100
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $150K | Hold |
1,100
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $112K | Sell |
1,100
-286
| -21% | -$27.9K | 0.02% | 255 |
|
|
2024
Q1 | $123K | Sell |
1,386
-249
| -15% | -$20.6K | 0.02% | 253 |
|
|
2023
Q4 | $149K | Sell |
1,635
-317
| -16% | -$25.4K | 0.03% | 203 |
|
|
2023
Q3 | $153K | Hold |
1,952
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $163K | Sell |
1,952
-378
| -16% | -$32.1K | 0.03% | 196 |
|
|
2023
Q1 | $205K | Sell |
2,330
-70
| -3% | -$6.6K | 0.04% | 170 |
|
|
2022
Q4 | $241K | Sell |
2,400
-957
| -29% | -$97.6K | 0.05% | 151 |
|
|
2022
Q3 | $310K | Sell |
3,357
-449
| -12% | -$49.3K | 0.06% | 129 |
|
|
2022
Q2 | $412K | Sell |
3,806
-155
| -4% | -$18.7K | 0.08% | 104 |
|
|
2022
Q1 | $493K | Sell |
3,961
-107
| -3% | -$14.2K | 0.08% | 112 |
|
|
2021
Q4 | $604K | Sell |
4,068
-412
| -9% | -$61.4K | 0.11% | 78 |
|
|
2021
Q3 | $657K | Sell |
4,480
-3,233
| -42% | -$524K | 0.13% | 63 |
|
|
2021
Q2 | $1.28M | Sell |
7,713
-44
| -0.6% | -$7.34K | 0.24% | 40 |
|
|
2021
Q1 | $1.25M | Sell |
7,757
-73
| -0.9% | -$10.9K | 0.25% | 39 |
|
|
2020
Q4 | $1.14M | Sell |
7,830
-194
| -2% | -$27.5K | 0.25% | 38 |
|
|
2020
Q3 | $1.07M | Buy |
8,024
+42
| +0.5% | +$5.65K | 0.26% | 38 |
|
|
2020
Q2 | $1.04M | Buy |
7,982
+2,698
| +51% | +$340K | 0.27% | 39 |
|
|
2020
Q1 | $603K | Buy |
5,284
+1,214
| +30% | +$160K | 0.18% | 58 |
|
|
2019
Q4 | $600K | Buy |
4,070
+1,062
| +35% | +$149K | 0.15% | 76 |
|
|
2019
Q3 | $413K | Sell |
3,008
-281
| -9% | -$39.3K | 0.11% | 92 |
|
|
2019
Q2 | $477K | Sell |
3,289
-2,271
| -41% | -$350K | 0.13% | 78 |
|
|
2019
Q1 | $966K | Sell |
5,560
-221
| -4% | -$37.2K | 0.27% | 44 |
|
|
2018
Q4 | $921K | Sell |
5,781
-374
| -6% | -$62.1K | 0.3% | 40 |
|
|
2018
Q3 | $1.08M | Sell |
6,155
-239
| -4% | -$41.2K | 0.34% | 35 |
|
|
2018
Q2 | $1.05M | Sell |
6,394
-476
| -7% | -$81.2K | 0.35% | 34 |
|
|
2018
Q1 | $1.26M | Buy |
6,870
+1,908
| +38% | +$378K | 0.43% | 28 |
|
|
2017
Q4 | $977K | Buy |
4,962
+2,571
| +108% | +$495K | 0.36% | 35 |
|
|
2017
Q3 | $420K | Hold |
2,391
| – | – | 0.18% | 51 |
|
|
2017
Q2 | $416K | Hold |
2,391
| – | – | 0.18% | 45 |
|
|
2017
Q1 | $382K | Buy |
+2,391
| New | +$367K | 0.17% | 50 |
|
|
2015
Q3 | – | Sell |
-1,619
| Closed | -$209K | – | 83 |
|
|
2015
Q2 | $209K | Sell |
1,619
-30
| -2% | -$4.02K | 0.12% | 78 |
|
|
2015
Q1 | $227K | Hold |
1,649
| – | – | 0.13% | 77 |
|
|
2014
Q4 | $227K | Sell |
1,649
-97
| -6% | -$12.5K | 0.15% | 78 |
|
|
2014
Q3 | $207K | Buy |
1,746
+36
| +2% | +$4.33K | 0.18% | 79 |
|
|
2014
Q2 | $205K | Buy |
+1,710
| New | +$201K | 0.18% | 78 |
|
Other funds holding MMM
PCM
FWIA
SMDAM
P
Evermay Wealth Management's MMM Position: Q2 2026 in Review
Evermay Wealth Management increased its 3M (MMM) stake by 13% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,078 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #219.
Evermay Wealth Management first reported a position in MMM in Q2 2014 and has held it in 43 quarters since. The position peaked at $1.28M in Q2 2021. 761 funds tracked by Wall St. Rank hold MMM as of Q2 2026.
- Evermay Wealth Management held 1,078 shares of 3M worth $175K as of Q2 2026.
- Evermay Wealth Management bought 128 3M shares in Q2 2026, an estimated $19.4K.
- 3M made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #219 holding.
- Evermay Wealth Management first reported a position in 3M in Q2 2014 and has held it in 43 quarters since.
- Evermay Wealth Management's 3M position peaked at $1.28M in Q2 2021.
- 761 funds tracked by Wall St. Rank held 3M as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.