MGIA
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Moneta Group Investment Advisors’s 3M MMM Stock Holding History

Moneta Group Investment 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 		$758K Buy
5,218
+377
+8% +$60K 0.01% 415
2025
Q4 		$775K Buy
4,841
+405
+9% +$66.2K 0.01% 406
2025
Q3 		$688K Buy
4,436
+93
+2% +$14.3K 0.01% 422
2025
Q2 		$661K Sell
4,343
-102
-2% -$14.6K 0.01% 380
2025
Q1 		$653K Sell
4,445
-837
-16% -$123K 0.01% 358
2024
Q4 		$682K Buy
5,282
+124
+2% +$16.3K 0.01% 337
2024
Q3 		$705K Sell
5,158
-600
-10% -$73.4K 0.01% 339
2024
Q2 		$588K Sell
5,758
-3,158
-35% -$308K 0.01% 352
2024
Q1 		$661K Buy
8,916
+1,686
+23% +$140K 0.01% 327
2023
Q4 		$661K Sell
7,230
-1,911
-21% -$153K 0.01% 292
2023
Q3 		$716K Sell
9,141
-1,025
-10% -$88K 0.02% 259
2023
Q2 		$851K Buy
10,166
+1,048
+11% +$89K 0.02% 246
2023
Q1 		$801K Buy
9,118
+452
+5% +$42.6K 0.02% 242
2022
Q4 		$834K Sell
8,666
-2,092
-19% -$213K 0.02% 221
2022
Q3 		$994K Sell
10,758
-4,399
-29% -$483K 0.04% 188
2022
Q2 		$1.64M Buy
15,157
+4,666
+44% +$564K 0.06% 157
2022
Q1 		$1.31M Buy
10,491
+526
+5% +$69.9K 0.05% 169
2021
Q4 		$1.48M Sell
9,965
-166
-2% -$24.7K 0.06% 160
2021
Q3 		$1.49M Sell
10,131
-304
-3% -$49.3K 0.07% 150
2021
Q2 		$1.73M Buy
10,435
+5,475
+110% +$914K 0.08% 146
2021
Q1 		$799K Buy
4,960
+2,558
+106% +$383K 0.04% 197
2020
Q4 		$351K Buy
+2,402
New +$341K 0.03% 233
2020
Q3 		– Sell
-2,131
Closed -$278K – 283
2020
Q2 		$278K Buy
+2,131
New +$269K 0.03% 216
2020
Q1 		– Sell
-929
Closed -$137K – 267
2019
Q4 		$137K Sell
929
-286
-24% -$40.1K 0.01% 251
2019
Q3 		$167K Buy
1,215
+1,098
+938% +$154K 0.02% 244
2019
Q2 		$17K Sell
117
-7,856
-99% -$1.21M ﹤0.01% 245
2019
Q1 		$1.39M Buy
+7,973
New +$1.34M 0.14% 88
2018
Q4 		– Sell
-1,855
Closed -$327K – 233
2018
Q3 		$327K Sell
1,855
-816
-31% -$141K 0.03% 176
2018
Q2 		$439K Buy
2,671
+2,325
+672% +$397K 0.05% 185
2018
Q1 		$63K Sell
346
-2,291
-87% -$454K 0.01% 302
2017
Q4 		$519K Sell
2,637
-24
-0.9% -$4.62K 0.08% 119
2017
Q3 		$467K Buy
+2,661
New +$461K 0.07% 127
2015
Q4 		– Sell
-708
Closed -$84K – 310
2015
Q3 		$84K Buy
+708
New +$87.1K 0.02% 187
2015
Q2 		– Sell
-6,219
Closed -$858K – 147
2015
Q1 		$858K Buy
6,219
+1,794
+41% +$247K 0.37% 45
2014
Q4 		$608K Hold
4,425
– – 0.29% 58
2014
Q3 		$524K Hold
4,425
– – 0.27% 64
2014
Q2 		$530K Hold
4,425
– – 0.29% 59
2014
Q1 		$502K Hold
4,425
– – 0.3% 58
2013
Q4 		$519K Hold
4,425
– – 0.31% 56
2013
Q3 		$442K Hold
4,425
– – 0.29% 62
2013
Q2 		$405K Buy
+4,425
New +$402K 0.29% 62

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

Moneta Group Investment Advisors's MMM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its 3M (MMM) stake by 7.8% in Q1 2026, buying an estimated $60K and bringing the position to 5,218 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #415.

Moneta Group Investment Advisors first reported a position in MMM in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.73M in Q2 2021. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Moneta Group Investment Advisors held 5,218 shares of 3M worth $758K as of Q1 2026.
  • Moneta Group Investment Advisors bought 377 3M shares in Q1 2026, an estimated $60K.
  • 3M made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #415 holding.
  • Moneta Group Investment Advisors first reported a position in 3M in Q2 2013 and has held it in 41 quarters since.
  • Moneta Group Investment Advisors's 3M position peaked at $1.73M in Q2 2021.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.