Forteris Wealth Management
MMM icon

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
Q3 		$576K Hold
3,510
– – 0.48% 42
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Forteris Wealth Management's MMM Position: Q3 2026 in Review

Forteris Wealth Management held its 3M (MMM) position steady in Q3 2026 at 3,510 shares worth $576K. The position accounts for 0.48% of the portfolio, ranked #42.

Forteris Wealth Management first reported a position in MMM in Q4 2025 and has held it in 4 quarters since. 1,731 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Forteris Wealth Management held 3,510 shares of 3M worth $576K as of Q3 2026.
  • Forteris Wealth Management left its 3M share count unchanged in Q3 2026.
  • 3M made up 0.48% of Forteris Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Forteris Wealth Management first reported a position in 3M in Q4 2025 and has held it in 4 quarters since.
  • 1,731 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.