Kingswood Wealth Advisors’s 3M MMM Stock Holding History

Kingswood 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	$878K	Sell	5,424 -342	-6%	-$51.8K	0.04%	440
2026 Q1	$837K	Buy	5,766 +108	+2%	+$17.2K	0.04%	414
2025 Q4	$906K	Buy	5,658 +2,910	+106%	+$476K	0.04%	374
2025 Q3	$426K	Buy	2,748 +915	+50%	+$141K	0.03%	523
2025 Q2	$279K	Sell	1,833 -2,313	-56%	-$331K	0.02%	593
2025 Q1	$609K	Buy	4,146 +776	+23%	+$114K	0.06%	349
2024 Q4	$435K	Sell	3,370 -4,624	-58%	-$606K	0.03%	482
2024 Q3	$1.09M	Sell	7,994 -6,361	-44%	-$779K	0.08%	270
2024 Q2	$1.47M	Buy	14,355 +5,422	+61%	+$529K	0.13%	162
2024 Q1	$792K	Buy	8,933 +1,706	+24%	+$141K	0.09%	246
2023 Q4	$661K	Buy	+7,227	New	+$580K	0.07%	282

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its 3M (MMM) stake by 5.9% in Q2 2026, selling an estimated $51.8K and leaving 5,424 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #440.

Kingswood Wealth Advisors first reported a position in MMM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q2 2024. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Kingswood Wealth Advisors held 5,424 shares of 3M worth $878K as of Q2 2026.
Kingswood Wealth Advisors sold 342 3M shares in Q2 2026, an estimated $51.8K.
3M made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #440 holding.
Kingswood Wealth Advisors first reported a position in 3M in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's 3M position peaked at $1.47M in Q2 2024.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.