Integrated Wealth Concepts’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.04M | Buy |
34,730
+21,953
| +172% | +$3.5M | 0.04% | 423 |
|
|
2025
Q4 | $2.05M | Sell |
12,777
-23,138
| -64% | -$3.78M | 0.02% | 525 |
|
|
2025
Q3 | $5.57M | Buy |
35,915
+3,604
| +11% | +$556K | 0.05% | 345 |
|
|
2025
Q2 | $4.92M | Sell |
32,311
-8,491
| -21% | -$1.21M | 0.05% | 338 |
|
|
2025
Q1 | $5.99M | Sell |
40,802
-1,549
| -4% | -$228K | 0.07% | 276 |
|
|
2024
Q4 | $5.47M | Buy |
42,351
+1,306
| +3% | +$171K | 0.06% | 276 |
|
|
2024
Q3 | $5.61M | Sell |
41,045
-625
| -1% | -$76.5K | 0.07% | 263 |
|
|
2024
Q2 | $4.26M | Sell |
41,670
-9,664
| -19% | -$942K | 0.06% | 297 |
|
|
2024
Q1 | $4.55M | Buy |
51,334
+1,817
| +4% | +$151K | 0.07% | 283 |
|
|
2023
Q4 | $4.53M | Sell |
49,517
-4,687
| -9% | -$376K | 0.07% | 254 |
|
|
2023
Q3 | $4.24M | Buy |
54,204
+5,960
| +12% | +$512K | 0.07% | 254 |
|
|
2023
Q2 | $4.04M | Buy |
48,244
+2,228
| +5% | +$189K | 0.07% | 262 |
|
|
2023
Q1 | $4.04M | Buy |
46,016
+33,842
| +278% | +$3.19M | 0.08% | 228 |
|
|
2022
Q4 | $1.22M | Sell |
12,174
-1,183
| -9% | -$121K | 0.03% | 428 |
|
|
2022
Q3 | $1.23M | Sell |
13,357
-304
| -2% | -$33.3K | 0.04% | 380 |
|
|
2022
Q2 | $1.48M | Buy |
13,661
+3,035
| +29% | +$367K | 0.05% | 342 |
|
|
2022
Q1 | $1.32M | Sell |
10,626
-1,696
| -14% | -$226K | 0.04% | 337 |
|
|
2021
Q4 | $1.83M | Buy |
12,322
+208
| +2% | +$31K | 0.05% | 279 |
|
|
2021
Q3 | $1.78M | Buy |
12,114
+2,475
| +26% | +$401K | 0.06% | 262 |
|
|
2021
Q2 | $1.6M | Buy |
9,639
+1,277
| +15% | +$213K | 0.06% | 254 |
|
|
2021
Q1 | $1.35M | Sell |
8,362
-1,123
| -12% | -$168K | 0.06% | 247 |
|
|
2020
Q4 | $1.39M | Buy |
9,485
+1,026
| +12% | +$146K | 0.07% | 197 |
|
|
2020
Q3 | $1.13M | Buy |
8,459
+1,900
| +29% | +$256K | 0.07% | 195 |
|
|
2020
Q2 | $855K | Buy |
6,559
+3,026
| +86% | +$381K | 0.06% | 198 |
|
|
2020
Q1 | $403K | Buy |
3,533
+1,249
| +55% | +$164K | 0.04% | 264 |
|
|
2019
Q4 | $337K | Sell |
2,284
-250
| -10% | -$35K | 0.03% | 346 |
|
|
2019
Q3 | $348K | Sell |
2,534
-60
| -2% | -$8.39K | 0.04% | 278 |
|
|
2019
Q2 | $360K | Buy |
2,594
+237
| +10% | +$36.5K | 0.05% | 239 |
|
|
2019
Q1 | $410K | Buy |
2,357
+125
| +6% | +$21K | 0.07% | 193 |
|
|
2018
Q4 | $355K | Sell |
2,232
-275
| -11% | -$45.6K | 0.1% | 164 |
|
|
2018
Q3 | $445K | Buy |
2,507
+193
| +8% | +$33.2K | 0.13% | 130 |
|
|
2018
Q2 | $378K | Buy |
2,314
+153
| +7% | +$26.1K | 0.13% | 135 |
|
|
2018
Q1 | $384K | Buy |
2,161
+118
| +6% | +$23.4K | 0.15% | 122 |
|
|
2017
Q4 | $410K | Buy |
+2,043
| New | +$393K | 0.18% | 108 |
|
Other funds holding MMM
VCM
VPM
Integrated Wealth Concepts's MMM Position: Q1 2026 in Review
Integrated Wealth Concepts increased its 3M (MMM) stake by 172% in Q1 2026, buying an estimated $3.5M and bringing the position to 34,730 shares worth $5.04M. The position accounts for 0.04% of the portfolio, ranked #423.
Integrated Wealth Concepts first reported a position in MMM in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.99M in Q1 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.
- Integrated Wealth Concepts held 34,730 shares of 3M worth $5.04M as of Q1 2026.
- Integrated Wealth Concepts bought 21,953 3M shares in Q1 2026, an estimated $3.5M.
- 3M made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #423 holding.
- Integrated Wealth Concepts first reported a position in 3M in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's 3M position peaked at $5.99M in Q1 2025.
- 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.