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Legacy Financial Advisors’s 3M MMM Stock Holding History

Legacy Financial 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 		$272K Sell
1,678
-120
-7% -$18.2K 0.03% 366
2026
Q1 		$261K Sell
1,798
-999
-36% -$159K 0.04% 349
2025
Q4 		$448K Buy
2,797
+295
+12% +$48.2K 0.06% 239
2025
Q3 		$388K Sell
2,502
-1
-0% -$154 0.05% 270
2025
Q2 		$381K Sell
2,503
-7,158
-74% -$1.02M 0.06% 236
2025
Q1 		$1.42M Buy
9,661
+402
+4% +$59.1K 0.24% 73
2024
Q4 		$1.2M Buy
9,259
+193
+2% +$25.3K 0.2% 83
2024
Q3 		$1.24M Buy
9,066
+29
+0.3% +$3.55K 0.21% 79
2024
Q2 		$923K Sell
9,037
-1,753
-16% -$171K 0.16% 99
2024
Q1 		$957K Buy
+10,790
New +$895K 0.17% 97
2023
Q1 		– Sell
-2,129
Closed -$213K – 262
2022
Q4 		$213K Buy
+2,129
New +$217K 0.05% 223
2022
Q1 		– Sell
-1,702
Closed -$253K – 247
2021
Q4 		$253K Buy
1,702
+132
+8% +$19.7K 0.06% 166
2021
Q3 		$230K Buy
1,570
+26
+2% +$4.21K 0.06% 160
2021
Q2 		$257K Sell
1,544
-171
-10% -$28.5K 0.07% 143
2021
Q1 		$276K Buy
1,715
+183
+12% +$27.4K 0.08% 121
2020
Q4 		$224K Buy
+1,532
New +$217K 0.06% 132
2019
Q2 		– Sell
-1,300
Closed -$226K – 603
2019
Q1 		$226K Buy
1,300
+340
+35% +$57.2K 0.08% 100
2018
Q4 		$153K Sell
960
-55
-5% -$9.13K 0.06% 115
2018
Q3 		$178K Sell
1,015
-81
-7% -$14K 0.06% 115
2018
Q2 		$184K Buy
1,096
+3
+0.3% +$512 0.07% 113
2018
Q1 		$198K Sell
1,093
-6
-0.5% -$1.19K 0.08% 115
2017
Q4 		$216K Buy
+1,099
New +$211K 0.09% 108

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's MMM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its 3M (MMM) stake by 6.7% in Q2 2026, selling an estimated $18.2K and leaving 1,678 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #366.

Legacy Financial Advisors first reported a position in MMM in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.42M in Q1 2025. 2,242 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Legacy Financial Advisors held 1,678 shares of 3M worth $272K as of Q2 2026.
  • Legacy Financial Advisors sold 120 3M shares in Q2 2026, an estimated $18.2K.
  • 3M made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #366 holding.
  • Legacy Financial Advisors first reported a position in 3M in Q4 2017 and has held it in 22 quarters since.
  • Legacy Financial Advisors's 3M position peaked at $1.42M in Q1 2025.
  • 2,242 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.