EverSource Wealth Advisors’s 3M MMM Stock Holding History

EverSource 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 Q2	$595K	Sell	3,672 -771	-17%	-$117K	0.02%	506
2026 Q1	$645K	Sell	4,443 -230	-5%	-$36.6K	0.02%	506
2025 Q4	$748K	Buy	4,673 +700	+18%	+$114K	0.03%	406
2025 Q3	$616K	Buy	3,973 +99	+3%	+$15.3K	0.02%	428
2025 Q2	$590K	Sell	3,874 -854	-18%	-$122K	0.03%	398
2025 Q1	$694K	Buy	4,728 +718	+18%	+$105K	0.04%	316
2024 Q4	$518K	Buy	4,010 +493	+14%	+$64.7K	0.03%	361
2024 Q3	$481K	Buy	3,517 +231	+7%	+$28.3K	0.03%	335
2024 Q2	$419K	Sell	3,286 -217	-6%	-$21.2K	0.03%	354
2024 Q1	$283K	Buy	3,503 +2,638	+305%	+$219K	0.02%	392
2023 Q4	$79.1K	Sell	865 -330	-28%	-$26.5K	0.01%	728
2023 Q3	$93.6K	Sell	1,195 -117	-9%	-$10K	0.01%	587
2023 Q2	$110K	Sell	1,312 -460	-26%	-$39.1K	0.01%	550
2023 Q1	$156K	Sell	1,772 -205	-10%	-$19.3K	0.02%	425
2022 Q4	$198K	Buy	1,977 +582	+42%	+$59.4K	0.03%	354
2022 Q3	$129K	Buy	1,395 +158	+13%	+$17.3K	0.03%	370
2022 Q2	$133K	Sell	1,237 -56	-4%	-$6.77K	0.03%	314
2022 Q1	$160K	Sell	1,293 -227	-15%	-$30.2K	0.04%	275
2021 Q4	$226K	Buy	+1,520	New	+$226K	0.06%	209

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's MMM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its 3M (MMM) stake by 17% in Q2 2026, selling an estimated $117K and leaving 3,672 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #506.

EverSource Wealth Advisors first reported a position in MMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $748K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

EverSource Wealth Advisors held 3,672 shares of 3M worth $595K as of Q2 2026.
EverSource Wealth Advisors sold 771 3M shares in Q2 2026, an estimated $117K.
3M made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #506 holding.
EverSource Wealth Advisors first reported a position in 3M in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's 3M position peaked at $748K in Q4 2025.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.