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IVC Wealth Advisors’s 3M MMM Stock Holding History

IVC 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
Q2 		$703K Sell
4,343
-245
-5% -$37.1K 0.27% 66
2026
Q1 		$666K Sell
4,588
-293
-6% -$46.7K 0.29% 66
2025
Q4 		$781K Sell
4,881
-65
-1% -$10.6K 0.34% 55
2025
Q3 		$767K Sell
4,946
-320
-6% -$49.3K 0.34% 55
2025
Q2 		$802K Sell
5,266
-84
-2% -$12K 0.39% 55
2025
Q1 		$786K Sell
5,350
-48
-0.9% -$7.05K 0.42% 53
2024
Q4 		$697K Sell
5,398
-222
-4% -$29.1K 0.39% 55
2024
Q3 		$768K Sell
5,620
-114
-2% -$14K 0.42% 55
2024
Q2 		$586K Sell
5,734
-411
-7% -$40.1K 0.33% 70
2024
Q1 		$468K Sell
6,145
-54
-0.9% -$4.48K 0.27% 85
2023
Q4 		$567K Sell
6,199
-2,820
-31% -$226K 0.35% 71
2023
Q3 		$706K Sell
9,019
-156
-2% -$13.4K 0.47% 56
2023
Q2 		$768K Buy
9,175
+2,323
+34% +$197K 0.49% 58
2023
Q1 		$602K Buy
6,852
+257
+4% +$24.2K 0.43% 65
2022
Q4 		$661K Buy
6,595
+438
+7% +$44.7K 0.49% 60
2022
Q3 		$569K Buy
6,157
+194
+3% +$21.3K 0.46% 61
2022
Q2 		$645K Buy
5,963
+124
+2% +$15K 0.5% 57
2022
Q1 		$727K Sell
5,839
-54
-0.9% -$7.18K 0.48% 55
2021
Q4 		$875K Sell
5,893
-382
-6% -$56.9K 0.56% 47
2021
Q3 		$920K Buy
6,275
+620
+11% +$100K 0.63% 40
2021
Q2 		$939K Buy
5,655
+4,342
+331% +$725K 0.66% 38
2021
Q1 		$212K Buy
+1,313
New +$197K 0.17% 118

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

IVC Wealth Advisors's MMM Position: Q2 2026 in Review

IVC Wealth Advisors reduced its 3M (MMM) stake by 5.3% in Q2 2026, selling an estimated $37.1K and leaving 4,343 shares worth $703K. The position accounts for 0.27% of the portfolio, ranked #66.

IVC Wealth Advisors first reported a position in MMM in Q1 2021 and has held it in 22 quarters since. The position peaked at $939K in Q2 2021. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • IVC Wealth Advisors held 4,343 shares of 3M worth $703K as of Q2 2026.
  • IVC Wealth Advisors sold 245 3M shares in Q2 2026, an estimated $37.1K.
  • 3M made up 0.27% of IVC Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • IVC Wealth Advisors first reported a position in 3M in Q1 2021 and has held it in 22 quarters since.
  • IVC Wealth Advisors's 3M position peaked at $939K in Q2 2021.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.