FWM
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Forteris Wealth Management’s 3M MMM Stock Holding History

Forteris Wealth Management’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 		$568K Hold
3,510
– – 0.46% 46
2026
Q1 		$510K Buy
3,510
+198
+6% +$31.5K 0.49% 49
2025
Q4 		$530K Buy
+3,312
New +$542K 0.52% 47

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Forteris Wealth Management's MMM Position: Q2 2026 in Review

Forteris Wealth Management held its 3M (MMM) position steady in Q2 2026 at 3,510 shares worth $568K. The position accounts for 0.46% of the portfolio, ranked #46.

Forteris Wealth Management first reported a position in MMM in Q4 2025 and has held it in 3 quarters since. 1,410 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Forteris Wealth Management held 3,510 shares of 3M worth $568K as of Q2 2026.
  • Forteris Wealth Management left its 3M share count unchanged in Q2 2026.
  • 3M made up 0.46% of Forteris Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Forteris Wealth Management first reported a position in 3M in Q4 2025 and has held it in 3 quarters since.
  • 1,410 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.