Lifelong Wealth Advisors’s 3M MMM Stock Holding History

Lifelong 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	$665K	Buy	4,109 +135	+3%	+$20.5K	0.16%	48
2026 Q1	$577K	Sell	3,974 -1	-0%	-$159	0.15%	50
2025 Q4	$636K	Sell	3,975 -767	-16%	-$125K	0.17%	46
2025 Q3	$736K	Sell	4,742 -48	-1%	-$7.4K	0.22%	36
2025 Q2	$729K	Sell	4,790 -92	-2%	-$13.1K	0.24%	36
2025 Q1	$717K	Buy	4,882 +6	+0.1%	+$882	0.34%	31
2024 Q4	$630K	Buy	+4,876	New	+$640K	0.28%	30

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

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

Lifelong Wealth Advisors increased its 3M (MMM) stake by 3.4% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,109 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #48.

Lifelong Wealth Advisors first reported a position in MMM in Q4 2024 and has held it in 7 quarters since. The position peaked at $736K in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Lifelong Wealth Advisors held 4,109 shares of 3M worth $665K as of Q2 2026.
Lifelong Wealth Advisors bought 135 3M shares in Q2 2026, an estimated $20.5K.
3M made up 0.16% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Lifelong Wealth Advisors first reported a position in 3M in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's 3M position peaked at $736K in Q3 2025.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.