Lakeside Advisors
MMM icon

Lakeside Advisors’s 3M MMM Stock Holding History

Lakeside 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
Q3 		$3.5M Sell
21,333
-364
-2% -$62.1K 2.04% 13
2026
Q2 		$3.51M Sell
21,697
-445
-2% -$67.4K 2.21% 14
2026
Q1 		$3.22M Sell
22,142
-94
-0.4% -$15K 2.15% 13
2025
Q4 		$3.56M Sell
22,236
-370
-2% -$60.5K 2.28% 13
2025
Q3 		$3.51M Sell
22,606
-5,950
-21% -$917K 2.22% 12
2025
Q2 		$4.35M Sell
28,556
-267
-0.9% -$38.2K 2.8% 8
2025
Q1 		$4.23M Sell
28,823
-693
-2% -$102K 2.8% 9
2024
Q4 		$3.81M Sell
29,516
-967
-3% -$127K 2.52% 9
2024
Q3 		$4.17M Sell
30,483
-745
-2% -$91.2K 2.62% 10
2024
Q2 		$3.19M Sell
31,228
-7,788
-20% -$759K 2.07% 11
2024
Q1 		$3.46M Sell
39,016
-311
-0.8% -$25.8K 2.21% 11
2023
Q4 		$3.59M Sell
39,327
-3,004
-7% -$241K 2.5% 11
2023
Q3 		$3.31M Sell
42,331
-1,121
-3% -$96.2K 2.54% 10
2023
Q2 		$3.64M Sell
43,452
-1,063
-2% -$90.3K 2.68% 11
2023
Q1 		$3.91M Buy
44,515
+12
+0% +$1.13K 3.02% 10
2022
Q4 		$4.46M Sell
44,503
-2,622
-6% -$267K 3.66% 7
2022
Q3 		$4.35M Buy
47,125
+15,290
+48% +$1.68M 3.9% 7
2022
Q2 		$3.44M Sell
31,835
-296
-0.9% -$35.8K 2.93% 11
2022
Q1 		$4M Sell
32,131
-86
-0.3% -$11.4K 3.02% 8
2021
Q4 		$4.78M Buy
+32,217
New +$4.8M 3.53% 7

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lakeside Advisors's MMM Position: Q3 2026 in Review

Lakeside Advisors reduced its 3M (MMM) stake by 1.7% in Q3 2026, selling an estimated $62.1K and leaving 21,333 shares worth $3.5M. The position accounts for 2.04% of the portfolio, ranked #13.

Lakeside Advisors first reported a position in MMM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.78M in Q4 2021. 1,764 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Lakeside Advisors held 21,333 shares of 3M worth $3.5M as of Q3 2026.
  • Lakeside Advisors sold 364 3M shares in Q3 2026, an estimated $62.1K.
  • 3M made up 2.04% of Lakeside Advisors's portfolio in Q3 2026, its #13 holding.
  • Lakeside Advisors first reported a position in 3M in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's 3M position peaked at $4.78M in Q4 2021.
  • 1,764 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.