LRI Investments’s 3M MMM Stock Holding History

LRI Investments’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	$349K	Sell	2,153 -461	-18%	-$69.9K	0.03%	231
2026 Q1	$380K	Buy	2,614 +131	+5%	+$20.9K	0.03%	209
2025 Q4	$397K	Sell	2,483 -480	-16%	-$78.5K	0.03%	194
2025 Q3	$460K	Sell	2,963 -553	-16%	-$85.3K	0.04%	187
2025 Q2	$535K	Buy	3,516 +64	+2%	+$9.15K	0.05%	171
2025 Q1	$507K	Buy	3,452 +51	+1%	+$7.49K	0.05%	163
2024 Q4	$439K	Buy	3,401 +24	+0.7%	+$3.15K	0.04%	154
2024 Q3	$447K	Buy	3,377 +1,030	+44%	+$126K	0.04%	165
2024 Q2	$240K	Sell	2,347 -403	-15%	-$39.3K	0.03%	215
2024 Q1	$244K	Buy	+2,750	New	+$228K	0.06%	123

Other funds holding MMM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LRI Investments's MMM Position: Q2 2026 in Review

LRI Investments reduced its 3M (MMM) stake by 18% in Q2 2026, selling an estimated $69.9K and leaving 2,153 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #231.

LRI Investments first reported a position in MMM in Q1 2024 and has held it in 10 quarters since. The position peaked at $535K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

LRI Investments held 2,153 shares of 3M worth $349K as of Q2 2026.
LRI Investments sold 461 3M shares in Q2 2026, an estimated $69.9K.
3M made up 0.03% of LRI Investments's portfolio in Q2 2026, its #231 holding.
LRI Investments first reported a position in 3M in Q1 2024 and has held it in 10 quarters since.
LRI Investments's 3M position peaked at $535K in Q2 2025.
1,026 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.