MWM
MMM icon

Modern Wealth Management’s 3M MMM Stock Holding History

Modern 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
Q1 		$1.32M Sell
9,096
-1,628
-15% -$259K 0.02% 369
2025
Q4 		$1.72M Sell
10,724
-4
-0% -$654 0.03% 323
2025
Q3 		$1.66M Buy
10,728
+1,351
+14% +$208K 0.03% 314
2025
Q2 		$1.43M Buy
9,377
+127
+1% +$18.1K 0.04% 310
2025
Q1 		$1.36M Buy
9,250
+299
+3% +$43.9K 0.04% 260
2024
Q4 		$1.16M Buy
8,951
+4,632
+107% +$608K 0.04% 243
2024
Q3 		$590K Buy
4,319
+447
+12% +$54.7K 0.04% 231
2024
Q2 		$396K Buy
3,872
+230
+6% +$22.4K 0.03% 261
2024
Q1 		$323K Buy
3,642
+358
+11% +$29.7K 0.03% 230
2023
Q4 		$300K Buy
+3,284
New +$264K 0.04% 139

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

Modern Wealth Management's MMM Position: Q1 2026 in Review

Modern Wealth Management reduced its 3M (MMM) stake by 15% in Q1 2026, selling an estimated $259K and leaving 9,096 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #369.

Modern Wealth Management first reported a position in MMM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Modern Wealth Management held 9,096 shares of 3M worth $1.32M as of Q1 2026.
  • Modern Wealth Management sold 1,628 3M shares in Q1 2026, an estimated $259K.
  • 3M made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #369 holding.
  • Modern Wealth Management first reported a position in 3M in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's 3M position peaked at $1.72M in Q4 2025.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.