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Kestra Private Wealth Services’s 3M MMM Stock Holding History

Kestra Private Wealth Services’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 		$3.58M Sell
22,142
-1,859
-8% -$282K 0.04% 429
2026
Q1 		$3.49M Sell
24,001
-4,959
-17% -$790K 0.04% 409
2025
Q4 		$4.64M Buy
28,960
+791
+3% +$129K 0.06% 330
2025
Q3 		$4.37M Sell
28,169
-1,161
-4% -$179K 0.06% 328
2025
Q2 		$4.47M Buy
29,330
+137
+0.5% +$19.6K 0.06% 294
2025
Q1 		$4.29M Buy
29,193
+2,883
+11% +$424K 0.07% 280
2024
Q4 		$3.4M Buy
26,310
+32
+0.1% +$4.2K 0.06% 314
2024
Q3 		$3.59M Buy
26,278
+1,314
+5% +$161K 0.07% 288
2024
Q2 		$2.55M Sell
24,964
-6
-0% -$585 0.05% 333
2024
Q1 		$2.21M Buy
24,970
+6,207
+33% +$515K 0.05% 350
2023
Q4 		$1.72M Sell
18,763
-1,040
-5% -$83.5K 0.04% 384
2023
Q3 		$1.55M Sell
19,803
-235
-1% -$20.2K 0.05% 359
2023
Q2 		$1.68M Buy
20,038
+682
+4% +$57.9K 0.06% 332
2023
Q1 		$1.7M Buy
19,356
+4,364
+29% +$412K 0.07% 300
2022
Q4 		$1.5M Buy
14,992
+1,538
+11% +$157K 0.08% 285
2022
Q3 		$1.24M Sell
13,454
-19,114
-59% -$2.1M 0.07% 291
2022
Q2 		$3.52M Buy
32,568
+392
+1% +$47.4K 0.2% 125
2022
Q1 		$4M Buy
32,176
+15,396
+92% +$2.05M 0.2% 121
2021
Q4 		$2.49M Buy
16,780
+1,312
+8% +$195K 0.12% 180
2021
Q3 		$2.27M Buy
15,468
+428
+3% +$69.3K 0.13% 176
2021
Q2 		$2.5M Buy
15,040
+4,130
+38% +$689K 0.15% 150
2021
Q1 		$1.76M Sell
10,910
-356
-3% -$53.3K 0.12% 190
2020
Q4 		$1.64M Buy
11,266
+630
+6% +$89.4K 0.12% 189
2020
Q3 		$1.43M Buy
+10,636
New +$1.43M 0.12% 183

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Kestra Private Wealth Services's MMM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its 3M (MMM) stake by 7.7% in Q2 2026, selling an estimated $282K and leaving 22,142 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #429.

Kestra Private Wealth Services first reported a position in MMM in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.64M in Q4 2025. 2,245 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Kestra Private Wealth Services held 22,142 shares of 3M worth $3.58M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,859 3M shares in Q2 2026, an estimated $282K.
  • 3M made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #429 holding.
  • Kestra Private Wealth Services first reported a position in 3M in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's 3M position peaked at $4.64M in Q4 2025.
  • 2,245 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.