IWA
MMM icon

Icon Wealth Advisors’s 3M MMM Stock Holding History

Icon 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 		– Sell
-1,965
Closed -$315K – 419
2025
Q4 		$315K Buy
1,965
+1,113
+131% +$182K 0.02% 308
2025
Q3 		$132K Buy
852
+153
+22% +$23.6K 0.01% 450
2025
Q2 		$106K Buy
+699
New +$99.9K 0.01% 494
2022
Q4 		$274K Buy
2,730
+46
+2% +$4.69K 0.03% 266
2022
Q3 		$248K Buy
+2,684
New +$294K 0.03% 269

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Wealth Advisors's MMM Position: Q1 2026 in Review

Icon Wealth Advisors sold out of 3M (MMM) in Q1 2026, closing a stake of 1,965 shares — an estimated $315K sold.

Icon Wealth Advisors first reported a position in MMM in Q3 2022 and held it in 5 quarters. The position peaked at $315K in Q4 2025. 2,172 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Icon Wealth Advisors reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,965 3M shares in Q1 2026, an estimated $315K.
  • Icon Wealth Advisors first reported a position in 3M in Q3 2022 and held it in 5 quarters.
  • Icon Wealth Advisors's 3M position peaked at $315K in Q4 2025.
  • 2,172 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.