Exencial Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $437K | Sell |
3,010
-672
| -18% | -$107K | 0.01% | 427 |
|
|
2025
Q4 | $589K | Sell |
3,682
-329
| -8% | -$53.8K | 0.02% | 365 |
|
|
2025
Q3 | $622K | Sell |
4,011
-404
| -9% | -$62.3K | 0.02% | 347 |
|
|
2025
Q2 | $672K | Sell |
4,415
-2,659
| -38% | -$380K | 0.02% | 337 |
|
|
2025
Q1 | $1.04M | Sell |
7,074
-98
| -1% | -$14.4K | 0.04% | 275 |
|
|
2024
Q4 | $926K | Buy |
7,172
+15
| +0.2% | +$1.97K | 0.03% | 291 |
|
|
2024
Q3 | $978K | Buy |
7,157
+38
| +0.5% | +$4.65K | 0.04% | 279 |
|
|
2024
Q2 | $727K | Sell |
7,119
-1,929
| -21% | -$188K | 0.03% | 303 |
|
|
2024
Q1 | $802K | Sell |
9,048
-233
| -3% | -$19.3K | 0.03% | 297 |
|
|
2023
Q4 | $848K | Sell |
9,281
-385
| -4% | -$30.9K | 0.03% | 280 |
|
|
2023
Q3 | $757K | Sell |
9,666
-1,854
| -16% | -$159K | 0.04% | 253 |
|
|
2023
Q2 | $964K | Sell |
11,520
-152
| -1% | -$12.9K | 0.04% | 234 |
|
|
2023
Q1 | $1.03M | Sell |
11,672
-986
| -8% | -$93K | 0.05% | 221 |
|
|
2022
Q4 | $1.27M | Sell |
12,658
-801
| -6% | -$81.7K | 0.07% | 204 |
|
|
2022
Q3 | $1.24M | Sell |
13,459
-644
| -5% | -$70.6K | 0.08% | 193 |
|
|
2022
Q2 | $1.53M | Buy |
14,103
+1,153
| +9% | +$139K | 0.09% | 189 |
|
|
2022
Q1 | $1.61M | Sell |
12,950
-1,896
| -13% | -$252K | 0.08% | 196 |
|
|
2021
Q4 | $2.21M | Sell |
14,846
-3,581
| -19% | -$533K | 0.11% | 182 |
|
|
2021
Q3 | $2.7M | Sell |
18,427
-5,379
| -23% | -$872K | 0.12% | 131 |
|
|
2021
Q2 | $3.95M | Buy |
23,806
+3,768
| +19% | +$629K | 0.21% | 136 |
|
|
2021
Q1 | $3.23M | Sell |
20,038
-3,835
| -16% | -$574K | 0.19% | 143 |
|
|
2020
Q4 | $3.49M | Sell |
23,873
-16,258
| -41% | -$2.31M | 0.24% | 123 |
|
|
2020
Q3 | $5.38M | Buy |
40,131
+19,536
| +95% | +$2.63M | 0.29% | 111 |
|
|
2020
Q2 | $2.69M | Buy |
20,595
+17,960
| +682% | +$2.26M | 0.23% | 124 |
|
|
2020
Q1 | $301K | Buy |
2,635
+595
| +29% | +$78.3K | 0.05% | 191 |
|
|
2019
Q4 | $301K | Sell |
2,040
-28
| -1% | -$3.92K | 0.05% | 210 |
|
|
2019
Q3 | $284K | Buy |
2,068
+91
| +5% | +$12.7K | 0.06% | 202 |
|
|
2019
Q2 | $287K | Hold |
1,977
| – | – | 0.07% | 182 |
|
|
2019
Q1 | $0 | Hold |
1,977
| – | – | ﹤0.01% | 229 |
|
|
2018
Q4 | $0 | Buy |
1,977
+496
| +33% | +$82.3K | ﹤0.01% | 224 |
|
|
2018
Q3 | $261K | Sell |
1,481
-52
| -3% | -$8.96K | 0.06% | 160 |
|
|
2018
Q2 | $252K | Buy |
+1,533
| New | +$262K | 0.07% | 152 |
|
|
2017
Q4 | – | Sell |
-30,442
| Closed | -$5.34M | – | 186 |
|
|
2017
Q3 | $5.34M | Buy |
30,442
+9,862
| +48% | +$1.71M | 1.76% | 9 |
|
|
2017
Q2 | $3.58M | Sell |
20,580
-1,019
| -5% | -$170K | 1.47% | 24 |
|
|
2017
Q1 | $3.43M | Sell |
21,599
-834
| -4% | -$128K | 1.49% | 20 |
|
|
2016
Q4 | $3.35M | Buy |
22,433
+953
| +4% | +$138K | 1.42% | 22 |
|
|
2016
Q3 | $2.97M | Buy |
21,480
+32
| +0.1% | +$4.78K | 1.31% | 22 |
|
|
2016
Q2 | $3.14M | Buy |
21,448
+1,045
| +5% | +$147K | 1.42% | 18 |
|
|
2016
Q1 | $2.84M | Sell |
20,403
-954
| -4% | -$123K | 1.34% | 22 |
|
|
2015
Q4 | $2.51M | Buy |
21,357
+884
| +4% | +$114K | 1.25% | 28 |
|
|
2015
Q3 | $2.43M | Buy |
+20,473
| New | +$2.52M | 1.19% | 31 |
|
|
2015
Q2 | – | Sell |
-20,327
| Closed | -$2.82M | – | 112 |
|
|
2015
Q1 | $2.82M | Sell |
20,327
-1,876
| -8% | -$258K | 1.18% | 29 |
|
|
2014
Q4 | $3M | Sell |
22,203
-2,210
| -9% | -$284K | 1.33% | 26 |
|
|
2014
Q3 | $2.89M | Sell |
24,413
-1,358
| -5% | -$163K | 1.28% | 27 |
|
|
2014
Q2 | $3.12M | Sell |
25,771
-1,986
| -7% | -$233K | 1.33% | 23 |
|
|
2014
Q1 | $3.17M | Sell |
27,757
-2,502
| -8% | -$278K | 1.33% | 25 |
|
|
2013
Q4 | $3.45M | Sell |
30,259
-1,686
| -5% | -$180K | 1.57% | 19 |
|
|
2013
Q3 | $3.37M | Sell |
31,945
-538
| -2% | -$52.3K | 1.58% | 18 |
|
|
2013
Q2 | $3.22M | Buy |
+32,483
| New | +$2.95M | 1.6% | 19 |
|
Other funds holding MMM
Exencial Wealth Advisors's MMM Position: Q1 2026 in Review
Exencial Wealth Advisors reduced its 3M (MMM) stake by 18% in Q1 2026, selling an estimated $107K and leaving 3,010 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #427.
Exencial Wealth Advisors first reported a position in MMM in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.38M in Q3 2020. 2,167 funds tracked by Wall St. Rank hold MMM as of Q1 2026.
- Exencial Wealth Advisors held 3,010 shares of 3M worth $437K as of Q1 2026.
- Exencial Wealth Advisors sold 672 3M shares in Q1 2026, an estimated $107K.
- 3M made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #427 holding.
- Exencial Wealth Advisors first reported a position in 3M in Q2 2013 and has held it in 49 quarters since.
- Exencial Wealth Advisors's 3M position peaked at $5.38M in Q3 2020.
- 2,167 funds tracked by Wall St. Rank held 3M as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.