Lake Street Private Wealth’s 3M MMM Stock Holding History

Lake Street Private Wealth’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	$626K	Sell	3,863 -469	-11%	-$71.1K	0.07%	152
2026 Q1	$629K	Sell	4,332 -867	-17%	-$138K	0.08%	146
2025 Q4	$832K	Sell	5,199 -161	-3%	-$26.3K	0.1%	129
2025 Q3	$832K	Buy	5,360 +225	+4%	+$34.7K	0.11%	122
2025 Q2	$782K	Buy	5,135 +469	+10%	+$67K	0.11%	122
2025 Q1	$685K	Sell	4,666 -135	-3%	-$19.8K	0.11%	126
2024 Q4	$620K	Sell	4,801 -237	-5%	-$31.1K	0.1%	133
2024 Q3	$689K	Buy	5,038 +248	+5%	+$30.4K	0.11%	136
2024 Q2	$489K	Buy	+4,790	New	+$467K	0.06%	224
2022 Q1	–	Sell	-1,642	Closed	-$244K	–	342
2021 Q4	$244K	Buy	1,642 +54	+3%	+$8.04K	0.04%	288
2021 Q3	$233K	Buy	1,588 +10	+0.6%	+$1.62K	0.06%	204
2021 Q2	$263K	Hold	1,578	–	–	0.07%	181
2021 Q1	$254K	Hold	1,578	–	–	0.07%	183
2020 Q4	$231K	Buy	+1,578	New	+$224K	0.07%	183

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

Lake Street Private Wealth's MMM Position: Q2 2026 in Review

Lake Street Private Wealth reduced its 3M (MMM) stake by 11% in Q2 2026, selling an estimated $71.1K and leaving 3,863 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #152.

Lake Street Private Wealth first reported a position in MMM in Q4 2020 and has held it in 14 quarters since. The position peaked at $832K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Lake Street Private Wealth held 3,863 shares of 3M worth $626K as of Q2 2026.
Lake Street Private Wealth sold 469 3M shares in Q2 2026, an estimated $71.1K.
3M made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #152 holding.
Lake Street Private Wealth first reported a position in 3M in Q4 2020 and has held it in 14 quarters since.
Lake Street Private Wealth's 3M position peaked at $832K in Q4 2025.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.