PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s 3M MMM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$114K	Sell	702 -46	-6%	-$6.97K	0.03%	237
2026 Q1	$109K	Hold	748	–	–	0.03%	227
2025 Q4	$120K	Hold	748	–	–	0.04%	219
2025 Q3	$116K	Hold	748	–	–	0.04%	200
2025 Q2	$114K	Buy	748 +1	+0.1%	+$143	0.04%	191
2025 Q1	$110K	Hold	747	–	–	0.04%	190
2024 Q4	$96.5K	Hold	747	–	–	0.04%	190
2024 Q3	$102K	Hold	747	–	–	0.05%	161
2024 Q2	$76.4K	Sell	747 -146	-16%	-$14.2K	0.04%	174
2024 Q1	$79.3K	Sell	893 -332	-27%	-$27.5K	0.05%	163
2023 Q4	$112K	Buy	1,225 +1	+0.1%	+$80	0.07%	134
2023 Q3	$95.8K	Buy	1,224 +2	+0.2%	+$172	0.07%	130
2023 Q2	$102K	Buy	1,222 +1	+0.1%	+$85	0.08%	125
2023 Q1	$107K	Buy	1,221 +1	+0.1%	+$94	0.08%	113
2022 Q4	$122K	Buy	+1,220	New	+$124K	0.1%	105

Other funds holding MMM

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MMM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its 3M (MMM) stake by 6.1% in Q2 2026, selling an estimated $6.97K and leaving 702 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #237.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MMM in Q4 2022 and has held it in 15 quarters since. The position peaked at $122K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 702 shares of 3M worth $114K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 46 3M shares in Q2 2026, an estimated $6.97K.
3M made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #237 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in 3M in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 3M position peaked at $122K in Q4 2022.
1,410 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.