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Medallion Wealth Advisors’s 3M MMM Stock Holding History

Medallion 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
Q1 		$201K Hold
1,387
– – 0.07% 252
2025
Q4 		$222K Hold
1,387
– – 0.07% 228
2025
Q3 		$215K Sell
1,387
-200
-13% -$30.8K 0.08% 222
2025
Q2 		$243K Sell
1,587
-140
-8% -$20K 0.09% 203
2025
Q1 		$254K Hold
1,727
– – 0.12% 173
2024
Q4 		$235K Buy
+1,727
New +$227K 0.12% 170

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's MMM Position: Q1 2026 in Review

Medallion Wealth Advisors held its 3M (MMM) position steady in Q1 2026 at 1,387 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #252.

Medallion Wealth Advisors first reported a position in MMM in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q1 2025. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Medallion Wealth Advisors held 1,387 shares of 3M worth $201K as of Q1 2026.
  • Medallion Wealth Advisors left its 3M share count unchanged in Q1 2026.
  • 3M made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #252 holding.
  • Medallion Wealth Advisors first reported a position in 3M in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's 3M position peaked at $254K in Q1 2025.
  • 2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.