FRG Family Wealth Advisors’s 3M MMM Stock Holding History

FRG Family Wealth Advisors’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 Q1	$759K	Hold	5,225	–	–	0.12%	99
2025 Q4	$837K	Sell	5,225 -325	-6%	-$53.1K	0.13%	93
2025 Q3	$861K	Hold	5,550	–	–	0.14%	94
2025 Q2	$845K	Hold	5,550	–	–	0.15%	91
2025 Q1	$815K	Hold	5,550	–	–	0.16%	90
2024 Q4	$716K	Hold	5,550	–	–	0.13%	93
2024 Q3	$759K	Hold	5,550	–	–	0.14%	93
2024 Q2	$693K	Sell	5,550 -1,088	-16%	-$106K	0.13%	93
2024 Q1	$536K	Hold	6,638	–	–	0.11%	101
2023 Q4	$607K	Sell	6,638 -215	-3%	-$17.3K	0.12%	95
2023 Q3	$536K	Buy	+6,853	New	+$588K	0.12%	99
2023 Q2	–	Sell	-8,013	Closed	-$704K	–	141
2023 Q1	$704K	Sell	8,013 -204	-2%	-$19.2K	0.16%	93
2022 Q4	$824K	Hold	8,217	–	–	0.2%	89
2022 Q3	$759K	Sell	8,217 -538	-6%	-$59K	0.19%	85
2022 Q2	$947K	Hold	8,755	–	–	0.22%	74
2022 Q1	$1.09M	Sell	8,755 -107	-1%	-$14.2K	0.21%	73
2021 Q4	$1.32M	Sell	8,862 -102	-1%	-$15.2K	0.25%	63
2021 Q3	$1.31M	Sell	8,964 -329	-4%	-$53.3K	0.26%	59
2021 Q2	$1.54M	Sell	9,293 -170	-2%	-$28.4K	0.29%	57
2021 Q1	$1.52M	Sell	9,463 -275	-3%	-$41.2K	0.31%	55
2020 Q4	$1.42M	Hold	9,738	–	–	0.31%	56
2020 Q3	$1.3M	Sell	9,738 -391	-4%	-$52.6K	0.32%	56
2020 Q2	$1.32M	Hold	10,129	–	–	0.35%	53
2020 Q1	$1.16M	Sell	10,129 -30	-0.3%	-$3.95K	0.35%	56
2019 Q4	$1.5M	Sell	10,159 -586	-5%	-$82.1K	0.36%	59
2019 Q3	$1.48M	Sell	10,745 -473	-4%	-$66.1K	0.38%	59
2019 Q2	$1.63M	Sell	11,218 -222	-2%	-$34.2K	0.43%	56
2019 Q1	$1.99M	Sell	11,440 -359	-3%	-$60.4K	0.56%	51
2018 Q4	$1.88M	Sell	11,799 -1,788	-13%	-$297K	0.61%	47
2018 Q3	$2.39M	Sell	13,587 -388	-3%	-$66.8K	0.66%	49
2018 Q2	$2.3M	Sell	13,975 -150	-1%	-$25.6K	0.69%	45
2018 Q1	$2.59M	Buy	14,125 +144	+1%	+$28.5K	0.86%	42
2017 Q4	$2.75M	Hold	13,981	–	–	0.89%	40
2017 Q3	$2.45M	Buy	13,981 +24	+0.2%	+$4.16K	0.85%	42
2017 Q2	$2.43M	Sell	13,957 -108	-0.8%	-$18.1K	0.9%	41
2017 Q1	$2.25M	Sell	14,065 -987	-7%	-$151K	0.88%	41
2016 Q4	$2.25M	Sell	15,052 -263	-2%	-$38K	0.94%	37
2016 Q3	$2.26M	Sell	15,315 -643	-4%	-$96K	1.02%	33
2016 Q2	$2.34M	Sell	15,958 -371	-2%	-$52.3K	1.06%	31
2016 Q1	$2.28M	Hold	16,329	–	–	1.1%	26
2015 Q4	$2.06M	Buy	+16,329	New	+$2.1M	1%	33

Other funds holding MMM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's MMM Position: Q1 2026 in Review

FRG Family Wealth Advisors held its 3M (MMM) position steady in Q1 2026 at 5,225 shares worth $759K. The position accounts for 0.12% of the portfolio, ranked #99.

FRG Family Wealth Advisors first reported a position in MMM in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.75M in Q4 2017. 2,156 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

FRG Family Wealth Advisors held 5,225 shares of 3M worth $759K as of Q1 2026.
FRG Family Wealth Advisors left its 3M share count unchanged in Q1 2026.
3M made up 0.12% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #99 holding.
FRG Family Wealth Advisors first reported a position in 3M in Q4 2015 and has held it in 41 quarters since.
FRG Family Wealth Advisors's 3M position peaked at $2.75M in Q4 2017.
2,156 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.