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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's MMM Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its 3M (MMM) stake by 17% in Q1 2026, selling an estimated $790K and leaving 24,001 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #409.

Kestra Private Wealth Services first reported a position in MMM in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.64M in Q4 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Kestra Private Wealth Services held 24,001 shares of 3M worth $3.49M as of Q1 2026.
  • Kestra Private Wealth Services sold 4,959 3M shares in Q1 2026, an estimated $790K.
  • 3M made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #409 holding.
  • Kestra Private Wealth Services first reported a position in 3M in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's 3M position peaked at $4.64M in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.