MGWM
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Marks Group Wealth Management’s 3M MMM Stock Holding History

Marks Group Wealth Management’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 		$634K Sell
3,913
-545
-12% -$82.6K 0.06% 249
2026
Q1 		$647K Sell
4,458
-975
-18% -$155K 0.06% 223
2025
Q4 		$870K Buy
5,433
+328
+6% +$53.6K 0.08% 202
2025
Q3 		$792K Sell
5,105
-80
-2% -$12.3K 0.07% 189
2025
Q2 		$789K Sell
5,185
-14
-0.3% -$2K 0.07% 195
2025
Q1 		$763K Hold
5,199
– – 0.07% 200
2024
Q4 		$671K Sell
5,199
-1,714
-25% -$225K 0.07% 197
2024
Q3 		$945K Sell
6,913
-132
-2% -$16.2K 0.09% 178
2024
Q2 		$720K Sell
7,045
-1,787
-20% -$174K 0.08% 192
2024
Q1 		$783K Sell
8,832
-63
-0.7% -$5.22K 0.08% 185
2023
Q4 		$813K Sell
8,895
-59
-0.7% -$4.73K 0.09% 180
2023
Q3 		$701K Buy
8,954
+1
+0% +$86 0.09% 183
2023
Q2 		$749K Sell
8,953
-238
-3% -$20.2K 0.09% 182
2023
Q1 		$808K Buy
9,191
+603
+7% +$56.9K 0.1% 178
2022
Q4 		$861K Sell
8,588
-238
-3% -$24.3K 0.12% 172
2022
Q3 		$816K Buy
8,826
+57
+0.7% +$6.25K 0.12% 172
2022
Q2 		$949K Sell
8,769
-54
-0.6% -$6.53K 0.14% 166
2022
Q1 		$1.1M Sell
8,823
-2,838
-24% -$377K 0.14% 159
2021
Q4 		$1.73M Buy
11,661
+4,951
+74% +$738K 0.21% 123
2021
Q3 		$984K Buy
6,710
+3,068
+84% +$497K 0.13% 154
2021
Q2 		$610K Buy
3,642
+59
+2% +$9.85K 0.08% 167
2021
Q1 		$579K Buy
+3,583
New +$536K 0.09% 166
2020
Q3 		– Sell
-1,595
Closed -$209K – 250
2020
Q2 		$209K Sell
1,595
-561
-26% -$70.7K 0.04% 222
2020
Q1 		$245K Buy
2,156
+119
+6% +$15.7K 0.06% 192
2019
Q4 		$300K Buy
+2,037
New +$285K 0.06% 199

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

Marks Group Wealth Management's MMM Position: Q2 2026 in Review

Marks Group Wealth Management reduced its 3M (MMM) stake by 12% in Q2 2026, selling an estimated $82.6K and leaving 3,913 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #249.

Marks Group Wealth Management first reported a position in MMM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.73M in Q4 2021. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Marks Group Wealth Management held 3,913 shares of 3M worth $634K as of Q2 2026.
  • Marks Group Wealth Management sold 545 3M shares in Q2 2026, an estimated $82.6K.
  • 3M made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Marks Group Wealth Management first reported a position in 3M in Q4 2019 and has held it in 25 quarters since.
  • Marks Group Wealth Management's 3M position peaked at $1.73M in Q4 2021.
  • 2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.