Forza Wealth Management
MMM icon

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
Q3 		$629K Sell
3,829
-114
-3% -$19.4K 0.18% 112
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Forza Wealth Management reduced its 3M (MMM) stake by 2.9% in Q3 2026, selling an estimated $19.4K and leaving 3,829 shares worth $629K. The position accounts for 0.18% of the portfolio, ranked #112.

Forza Wealth Management first reported a position in MMM in Q4 2022 and has held it in 16 quarters since. The position peaked at $873K in Q4 2025. 568 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Forza Wealth Management held 3,829 shares of 3M worth $629K as of Q3 2026.
  • Forza Wealth Management sold 114 3M shares in Q3 2026, an estimated $19.4K.
  • 3M made up 0.18% of Forza Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Forza Wealth Management first reported a position in 3M in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's 3M position peaked at $873K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.