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
Q2 		$1.78M Buy
11,003
+1,907
+21% +$289K 0.02% 407
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

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

Modern Wealth Management's MMM Position: Q2 2026 in Review

Modern Wealth Management increased its 3M (MMM) stake by 21% in Q2 2026, buying an estimated $289K and bringing the position to 11,003 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #407.

Modern Wealth Management first reported a position in MMM in Q4 2023 and has held it in 11 quarters since. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Modern Wealth Management held 11,003 shares of 3M worth $1.78M as of Q2 2026.
  • Modern Wealth Management bought 1,907 3M shares in Q2 2026, an estimated $289K.
  • 3M made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Modern Wealth Management first reported a position in 3M in Q4 2023 and has held it in 11 quarters since.
  • 2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.