Herold Advisors’s 3M MMM Stock Holding History

Herold 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 Q2	$930K	Sell	5,761 -139	-2%	-$21.1K	0.18%	125
2026 Q1	$857K	Sell	5,900 -149	-2%	-$23.7K	0.19%	117
2025 Q4	$968K	Sell	6,049 -198	-3%	-$32.4K	0.22%	111
2025 Q3	$970K	Sell	6,247 -219	-3%	-$33.8K	0.22%	109
2025 Q2	$984K	Buy	6,466 +2	+0%	+$286	0.21%	113
2025 Q1	$949K	Buy	6,464 +1,137	+21%	+$167K	0.21%	118
2024 Q4	$688K	Buy	5,327 +1	+0%	+$131	0.15%	153
2024 Q3	$728K	Sell	5,326 -59	-1%	-$7.22K	0.16%	152
2024 Q2	$550K	Sell	5,385 -920	-15%	-$89.7K	0.13%	170
2024 Q1	$559K	Buy	6,305 +16	+0.3%	+$1.33K	0.14%	165
2023 Q4	$575K	Buy	6,289 +722	+13%	+$57.9K	0.16%	146
2023 Q3	$436K	Buy	+5,567	New	+$478K	0.13%	170
2022 Q2	–	Sell	-1,001	Closed	-$125K	–	478
2022 Q1	$125K	Buy	+1,001	New	+$133K	0.04%	245
2021 Q4	–	Sell	-881	Closed	-$129K	–	466
2021 Q3	$129K	Buy	+881	New	+$143K	0.05%	244

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Herold Advisors's MMM Position: Q2 2026 in Review

Herold Advisors reduced its 3M (MMM) stake by 2.4% in Q2 2026, selling an estimated $21.1K and leaving 5,761 shares worth $930K. The position accounts for 0.18% of the portfolio, ranked #125.

Herold Advisors first reported a position in MMM in Q3 2021 and has held it in 14 quarters since. The position peaked at $984K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Herold Advisors held 5,761 shares of 3M worth $930K as of Q2 2026.
Herold Advisors sold 139 3M shares in Q2 2026, an estimated $21.1K.
3M made up 0.18% of Herold Advisors's portfolio in Q2 2026, its #125 holding.
Herold Advisors first reported a position in 3M in Q3 2021 and has held it in 14 quarters since.
Herold Advisors's 3M position peaked at $984K in Q2 2025.
2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.