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Exencial Wealth Advisors’s 3M MMM Stock Holding History

Exencial 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
2022
Q2 		– Sell
-1,794
Closed -$223K – 448
2022
Q1 		$223K Buy
+1,794
New +$239K 0.01% 411

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

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. 2,159 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.
  • 2,159 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.