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Independent Solutions Wealth Management’s 3M MMM Stock Holding History

Independent Solutions 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 		$1.62M Buy
+10,016
New +$1.52M 0.21% 108
2025
Q2 		– Sell
-7,833
Closed -$1.15M – 185
2025
Q1 		$1.15M Buy
7,833
+6,174
+372% +$907K 0.26% 103
2024
Q4 		$214K Sell
1,659
-7,373
-82% -$967K 0.05% 165
2024
Q3 		$1.23M Buy
9,032
+267
+3% +$32.7K 0.28% 91
2024
Q2 		$896K Sell
8,765
-1,999
-19% -$195K 0.21% 104
2024
Q1 		$798K Buy
10,764
+1,008
+10% +$83.6K 0.19% 106
2023
Q4 		$892K Buy
9,756
+1,229
+14% +$98.6K 0.23% 102
2023
Q3 		$668K Buy
8,527
+2,151
+34% +$185K 0.17% 111
2023
Q2 		$534K Buy
6,376
+2,026
+47% +$172K 0.13% 123
2023
Q1 		$382K Buy
4,350
+656
+18% +$61.9K 0.11% 137
2022
Q4 		$370K Buy
3,694
+318
+9% +$32.4K 0.11% 143
2022
Q3 		$312K Buy
3,376
+512
+18% +$56.2K 0.1% 156
2022
Q2 		$310K Buy
2,864
+161
+6% +$19.5K 0.1% 160
2022
Q1 		$337K Buy
2,703
+89
+3% +$11.8K 0.08% 164
2021
Q4 		$388K Sell
2,614
-3,493
-57% -$520K 0.09% 157
2021
Q3 		$896K Buy
6,107
+436
+8% +$70.6K 0.22% 94
2021
Q2 		$942K Buy
5,671
+2,511
+79% +$419K 0.23% 94
2021
Q1 		$509K Buy
3,160
+308
+11% +$46.1K 0.14% 118
2020
Q4 		$417K Sell
2,852
-252
-8% -$35.8K 0.13% 121
2020
Q3 		$416K Buy
3,104
+313
+11% +$42.1K 0.16% 105
2020
Q2 		$364K Sell
2,791
-89
-3% -$11.2K 0.16% 110
2020
Q1 		$329K Buy
2,880
+55
+2% +$7.24K 0.18% 92
2019
Q4 		$417K Buy
+2,825
New +$396K 0.18% 102

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Solutions Wealth Management's MMM Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in 3M (MMM) in Q2 2026: 10,016 shares worth $1.62M. The stake represents 0.21% of the portfolio and ranks #108 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in MMM as recently as Q1 2025.

Independent Solutions Wealth Management first reported a position in MMM in Q4 2019 and has held it in 23 quarters since. 2,242 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Independent Solutions Wealth Management held 10,016 shares of 3M worth $1.62M as of Q2 2026.
  • 3M was a new Independent Solutions Wealth Management position in Q2 2026.
  • 3M made up 0.21% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Independent Solutions Wealth Management first reported a position in 3M in Q4 2019 and has held it in 23 quarters since.
  • 2,242 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.