Level Four Advisory Services’s 3M MMM Stock Holding History

Level Four Advisory Services’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	$721K	Buy	4,454 +231	+5%	+$35K	0.02%	513
2026 Q1	$613K	Buy	4,223 +139	+3%	+$22.1K	0.02%	539
2025 Q4	$654K	Buy	4,084 +165	+4%	+$27K	0.02%	506
2025 Q3	$608K	Sell	3,919 -125	-3%	-$19.3K	0.02%	512
2025 Q2	$616K	Sell	4,044 -1,669	-29%	-$239K	0.02%	476
2025 Q1	$839K	Sell	5,713 -204	-3%	-$30K	0.03%	392
2024 Q4	$764K	Sell	5,917 -302	-5%	-$39.6K	0.03%	407
2024 Q3	$799K	Sell	6,219 -1,285	-17%	-$157K	0.03%	409
2024 Q2	$767K	Sell	7,504 -1,838	-20%	-$179K	0.03%	398
2024 Q1	$854K	Hold	9,342	–	–	0.05%	332
2023 Q4	$854K	Buy	9,342 +1,554	+20%	+$125K	0.05%	327
2023 Q3	$610K	Sell	7,788 -1,440	-16%	-$124K	0.04%	390
2023 Q2	$772K	Sell	9,228 -17	-0.2%	-$1.44K	0.05%	349
2023 Q1	$812K	Sell	9,245 -18	-0.2%	-$1.7K	0.05%	321
2022 Q4	$929K	Buy	9,263 +4,076	+79%	+$416K	0.07%	259
2022 Q3	$479K	Buy	5,187 +80	+2%	+$8.78K	0.05%	316
2022 Q2	$553K	Sell	5,107 -525	-9%	-$63.5K	0.05%	315
2022 Q1	$701K	Sell	5,632 -4,196	-43%	-$558K	0.05%	312
2021 Q4	$1.46M	Buy	9,828 +1,800	+22%	+$268K	0.11%	194
2021 Q3	$1.18M	Sell	8,028 -3,376	-30%	-$547K	0.12%	172
2021 Q2	$1.89M	Buy	11,404 +3,294	+41%	+$550K	0.13%	176
2021 Q1	$1.31M	Sell	8,110 -2,341	-22%	-$350K	0.1%	218
2020 Q4	$1.53M	Buy	10,451 +303	+3%	+$43K	0.12%	179
2020 Q3	$1.36M	Sell	10,148 -178	-2%	-$23.9K	0.1%	196
2020 Q2	$1.34M	Buy	10,326 +4,750	+85%	+$599K	0.1%	205
2020 Q1	$637K	Sell	5,576 -1,736	-24%	-$228K	0.08%	272
2019 Q4	$1.08M	Buy	7,312 +1,766	+32%	+$247K	0.04%	269
2019 Q3	$762K	Buy	5,546 +450	+9%	+$62.9K	0.08%	248
2019 Q2	$739K	Buy	5,096 +246	+5%	+$37.9K	0.07%	249
2019 Q1	$842K	Sell	4,850 -396	-8%	-$66.7K	0.09%	217
2018 Q4	$836K	Buy	5,246 +91	+2%	+$15.1K	0.1%	201
2018 Q3	$908K	Sell	5,155 -3	-0.1%	-$517	0.1%	212
2018 Q2	$849K	Buy	5,158 +507	+11%	+$86.5K	0.06%	268
2018 Q1	$854K	Buy	4,651 +93	+2%	+$18.4K	0.07%	260
2017 Q4	$897K	Sell	4,558 -1,064	-19%	-$205K	0.07%	254
2017 Q3	$987K	Buy	5,622 +782	+16%	+$136K	0.09%	220
2017 Q2	$770K	Sell	4,840 -22	-0.5%	-$3.68K	0.12%	184
2017 Q1	$773K	Buy	4,862 +1,870	+63%	+$287K	0.08%	251
2016 Q4	$447K	Buy	+2,992	New	+$432K	0.06%	295

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

Level Four Advisory Services's MMM Position: Q2 2026 in Review

Level Four Advisory Services increased its 3M (MMM) stake by 5.5% in Q2 2026, buying an estimated $35K and bringing the position to 4,454 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #513.

Level Four Advisory Services first reported a position in MMM in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.89M in Q2 2021. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Level Four Advisory Services held 4,454 shares of 3M worth $721K as of Q2 2026.
Level Four Advisory Services bought 231 3M shares in Q2 2026, an estimated $35K.
3M made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #513 holding.
Level Four Advisory Services first reported a position in 3M in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's 3M position peaked at $1.89M in Q2 2021.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.