KMWM
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Keudell/Morrison Wealth Management’s 3M MMM Stock Holding History

Keudell/Morrison 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
2025
Q2 		$239K Sell
1,567
-221
-12% -$31.6K 0.05% 198
2025
Q1 		$263K Sell
1,788
-125
-7% -$18.4K 0.06% 174
2024
Q4 		$247K Buy
1,913
+13
+0.7% +$1.71K 0.06% 180
2024
Q3 		$260K Buy
+1,900
New +$233K 0.07% 180
2023
Q2 		– Sell
-2,703
Closed -$238K – 189
2023
Q1 		$238K Sell
2,703
-105
-4% -$9.9K 0.07% 165
2022
Q4 		$282K Sell
2,808
-998
-26% -$102K 0.09% 144
2022
Q3 		$352K Sell
3,806
-466
-11% -$51.1K 0.13% 115
2022
Q2 		$462K Buy
4,272
+247
+6% +$29.9K 0.17% 101
2022
Q1 		$501K Buy
4,025
+1,359
+51% +$181K 0.21% 97
2021
Q4 		$396K Sell
2,666
-160
-6% -$23.8K 0.16% 116
2021
Q3 		$415K Buy
2,826
+14
+0.5% +$2.27K 0.18% 117
2021
Q2 		$467K Buy
2,812
+406
+17% +$67.8K 0.26% 101
2021
Q1 		$388K Buy
2,406
+254
+12% +$38K 0.23% 110
2020
Q4 		$314K Buy
2,152
+157
+8% +$22.3K 0.2% 121
2020
Q3 		$267K Sell
1,995
-117
-6% -$15.7K 0.17% 122
2020
Q2 		$275K Buy
+2,112
New +$266K 0.23% 115
2020
Q1 		– Sell
-1,520
Closed -$224K – 148
2019
Q4 		$224K Sell
1,520
-41
-3% -$5.74K 0.15% 135
2019
Q3 		$215K Buy
1,561
+22
+1% +$3.08K 0.18% 139
2019
Q2 		$211K Sell
1,539
-159
-9% -$24.5K 0.18% 128
2019
Q1 		$295K Buy
+1,698
New +$286K 0.26% 102

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Keudell/Morrison Wealth Management's MMM Position: Q2 2025 in Review

Keudell/Morrison Wealth Management reduced its 3M (MMM) stake by 12% in Q2 2025, selling an estimated $31.6K and leaving 1,567 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #198.

Keudell/Morrison Wealth Management first reported a position in MMM in Q1 2019 and has held it in 20 quarters since. The position peaked at $501K in Q1 2022. 2,141 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

  • Keudell/Morrison Wealth Management held 1,567 shares of 3M worth $239K as of Q2 2025.
  • Keudell/Morrison Wealth Management sold 221 3M shares in Q2 2025, an estimated $31.6K.
  • 3M made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #198 holding.
  • Keudell/Morrison Wealth Management first reported a position in 3M in Q1 2019 and has held it in 20 quarters since.
  • Keudell/Morrison Wealth Management's 3M position peaked at $501K in Q1 2022.
  • 2,141 funds tracked by Wall St. Rank held 3M as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.