Forza Wealth Management’s 3M MMM Stock Holding History

Forza 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	$638K	Sell	3,943 -1,683	-30%	-$255K	0.2%	109
2026 Q1	$817K	Buy	5,626 +172	+3%	+$27.4K	0.28%	84
2025 Q4	$873K	Buy	5,454 +229	+4%	+$37.4K	0.32%	76
2025 Q3	$811K	Sell	5,225 -339	-6%	-$52.3K	0.31%	79
2025 Q2	$847K	Buy	5,564 +208	+4%	+$29.7K	0.35%	73
2025 Q1	$787K	Buy	5,356 +9	+0.2%	+$1.32K	0.35%	72
2024 Q4	$690K	Buy	5,347 +178	+3%	+$23.3K	0.31%	81
2024 Q3	$707K	Buy	5,169 +676	+15%	+$82.8K	0.32%	80
2024 Q2	$459K	Sell	4,493 -319	-7%	-$31.1K	0.24%	115
2024 Q1	$427K	Hold	4,812	–	–	0.22%	124
2023 Q4	$440K	Sell	4,812 -1,178	-20%	-$94.5K	0.24%	115
2023 Q3	$469K	Buy	5,990 +120	+2%	+$10.3K	0.24%	118
2023 Q2	$491K	Buy	5,870 +350	+6%	+$29.7K	0.25%	121
2023 Q1	$485K	Hold	5,520	–	–	0.25%	119
2022 Q4	$553K	Buy	+5,520	New	+$563K	0.37%	74

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Forza Wealth Management reduced its 3M (MMM) stake by 30% in Q2 2026, selling an estimated $255K and leaving 3,943 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #109.

Forza Wealth Management first reported a position in MMM in Q4 2022 and has held it in 15 quarters since. The position peaked at $873K in Q4 2025. 487 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Forza Wealth Management held 3,943 shares of 3M worth $638K as of Q2 2026.
Forza Wealth Management sold 1,683 3M shares in Q2 2026, an estimated $255K.
3M made up 0.2% of Forza Wealth Management's portfolio in Q2 2026, its #109 holding.
Forza Wealth Management first reported a position in 3M in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's 3M position peaked at $873K in Q4 2025.
487 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.