Jeppson Wealth Management
MMM icon

Jeppson Wealth Management’s 3M MMM Stock Holding History

Jeppson 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
Q3 		$549K Hold
3,344
– – 0.16% 127
2026
Q2 		$541K Buy
3,344
+197
+6% +$29.9K 0.16% 126
2026
Q1 		$457K Sell
3,147
-198
-6% -$31.5K 0.14% 132
2025
Q4 		$536K Hold
3,345
– – 0.17% 114
2025
Q3 		$519K Sell
3,345
-80
-2% -$12.3K 0.17% 118
2025
Q2 		$521K Sell
3,425
-400
-10% -$57.2K 0.18% 117
2025
Q1 		$562K Sell
3,825
-400
-9% -$58.8K 0.21% 109
2024
Q4 		$545K Sell
4,225
-3
-0.1% -$393 0.2% 115
2024
Q3 		$578K Sell
4,228
-525
-11% -$64.3K 0.21% 110
2024
Q2 		$486K Sell
4,753
-973
-17% -$94.8K 0.19% 116
2024
Q1 		$508K Sell
5,726
-675
-11% -$56K 0.2% 112
2023
Q4 		$585K Sell
6,401
-560
-8% -$44.9K 0.24% 99
2023
Q3 		$545K Buy
6,961
+2,355
+51% +$202K 0.25% 98
2023
Q2 		$385K Sell
4,606
-1,546
-25% -$131K 0.17% 124
2023
Q1 		$541K Buy
6,152
+457
+8% +$43.1K 0.24% 105
2022
Q4 		$571K Sell
5,695
-1,476
-21% -$151K 0.24% 97
2022
Q3 		$663K Buy
7,171
+788
+12% +$86.4K 0.3% 74
2022
Q2 		$691K Buy
6,383
+3,151
+97% +$381K 0.3% 77
2022
Q1 		$402K Buy
3,232
+1,562
+94% +$208K 0.19% 108
2021
Q4 		$248K Sell
1,670
-119
-7% -$17.7K 0.12% 136
2021
Q3 		$262K Hold
1,789
– – 0.14% 126
2021
Q2 		$297K Buy
1,789
+119
+7% +$19.9K 0.16% 112
2021
Q1 		$268K Hold
1,670
– – 0.16% 119
2020
Q4 		$244K Buy
1,670
+120
+8% +$17K 0.16% 117
2020
Q3 		$208K Buy
+1,550
New +$209K 0.16% 112

Other funds holding MMM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jeppson Wealth Management's MMM Position: Q3 2026 in Review

Jeppson Wealth Management held its 3M (MMM) position steady in Q3 2026 at 3,344 shares worth $549K. The position accounts for 0.16% of the portfolio, ranked #127.

Jeppson Wealth Management first reported a position in MMM in Q3 2020 and has held it in 25 quarters since. The position peaked at $691K in Q2 2022. 1,332 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Jeppson Wealth Management held 3,344 shares of 3M worth $549K as of Q3 2026.
  • Jeppson Wealth Management left its 3M share count unchanged in Q3 2026.
  • 3M made up 0.16% of Jeppson Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Jeppson Wealth Management first reported a position in 3M in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's 3M position peaked at $691K in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.