Montecito Bank & Trust’s 3M MMM Stock Holding History

Montecito Bank & Trust’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	$628K	Sell	3,876 -18	-0.5%	-$2.73K	0.09%	181
2026 Q1	$566K	Sell	3,894 -12	-0.3%	-$1.91K	0.09%	188
2025 Q4	$625K	Sell	3,906 -20	-0.5%	-$3.27K	0.1%	181
2025 Q3	$609K	Buy	+3,926	New	+$605K	0.09%	193
2025 Q1	$680K	Hold	4,632	–	–	0.12%	171
2024 Q4	$598K	Sell	4,632 -35	-0.7%	-$4.59K	0.1%	181
2024 Q3	$638K	Sell	4,667 -18	-0.4%	-$2.2K	0.11%	181
2024 Q2	$479K	Sell	4,685 -930	-17%	-$90.7K	0.1%	186
2024 Q1	$498K	Sell	5,615 -668	-11%	-$55.4K	0.1%	178
2023 Q4	$574K	Sell	6,283 -18	-0.3%	-$1.44K	0.12%	160
2023 Q3	$493K	Sell	6,301 -2,316	-27%	-$199K	0.12%	166
2023 Q2	$721K	Sell	8,617 -1,683	-16%	-$143K	0.16%	144
2023 Q1	$905K	Sell	10,300 -94	-0.9%	-$8.87K	0.22%	116
2022 Q4	$1.04M	Sell	10,394 -503	-5%	-$51.3K	0.25%	103
2022 Q3	$1.01M	Buy	10,897 +41	+0.4%	+$4.5K	0.26%	93
2022 Q2	$1.17M	Sell	10,856 -1,782	-14%	-$215K	0.28%	88
2022 Q1	$1.57M	Sell	12,638 -14,523	-53%	-$1.93M	0.29%	77
2021 Q4	$4.03M	Sell	27,161 -72	-0.3%	-$10.7K	0.72%	37
2021 Q3	$3.99M	Buy	27,233 +286	+1%	+$46.3K	0.78%	33
2021 Q2	$4.48M	Buy	26,947 +60	+0.2%	+$10K	0.86%	32
2021 Q1	$4.33M	Sell	26,887 -2,011	-7%	-$301K	0.9%	29
2020 Q4	$4.22M	Buy	28,898 +1,382	+5%	+$196K	0.93%	28
2020 Q3	$3.69M	Buy	27,516 +6,974	+34%	+$938K	0.94%	26
2020 Q2	$2.68M	Buy	20,542 +10,847	+112%	+$1.37M	0.74%	35
2020 Q1	$1.11M	Buy	9,695 +498	+5%	+$65.5K	0.36%	71
2019 Q4	$1.36M	Buy	9,197 +658	+8%	+$92.2K	0.36%	63
2019 Q3	$1.17M	Buy	8,539 +59	+0.7%	+$8.25K	0.35%	64
2019 Q2	$1.23M	Sell	8,480 -62	-0.7%	-$9.54K	0.37%	68
2019 Q1	$1.48M	Buy	8,542 +174	+2%	+$29.3K	0.45%	56
2018 Q4	$1.33M	Sell	8,368 -65	-0.8%	-$10.8K	0.46%	55
2018 Q3	$1.49M	Buy	8,433 +444	+6%	+$76.5K	0.44%	51
2018 Q2	$1.31M	Buy	7,989 +289	+4%	+$49.3K	0.42%	50
2018 Q1	$1.41M	Sell	7,700 -100	-1%	-$19.8K	0.46%	49
2017 Q4	$1.53M	Sell	7,800 -22	-0.3%	-$4.23K	0.5%	35
2017 Q3	$1.37M	Sell	7,822 -21	-0.3%	-$3.64K	0.48%	37
2017 Q2	$1.36M	Buy	7,843 +209	+3%	+$35K	0.49%	37
2017 Q1	$1.22M	Buy	7,634 +365	+5%	+$56K	0.45%	47
2016 Q4	$1.08M	Sell	7,269 -234	-3%	-$33.8K	0.38%	56
2016 Q3	$1.1M	Sell	7,503 -77	-1%	-$11.5K	0.45%	56
2016 Q2	$1.11M	Buy	7,580 +77	+1%	+$10.9K	0.47%	50
2016 Q1	$1.04M	Buy	7,503 +204	+3%	+$26.2K	0.47%	47
2015 Q4	$919K	Buy	7,299 +3,560	+95%	+$458K	0.43%	50
2015 Q3	$443K	Sell	3,739 -801	-18%	-$98.5K	0.24%	79
2015 Q2	$626K	Hold	4,540	–	–	0.31%	67
2015 Q1	$626K	Buy	4,540 +1,131	+33%	+$156K	0.31%	67
2014 Q4	$468K	Hold	3,409	–	–	0.25%	87
2014 Q3	$404K	Sell	3,409 -124	-4%	-$14.9K	0.25%	86
2014 Q2	$423K	Buy	3,533 +837	+31%	+$98.3K	0.26%	80
2014 Q1	$306K	Buy	2,696 +137	+5%	+$15.2K	0.19%	101
2013 Q4	$300K	Buy	2,559 +107	+4%	+$11.4K	0.19%	101
2013 Q3	$245K	Hold	2,452	–	–	0.16%	108
2013 Q2	$224K	Buy	+2,452	New	+$223K	0.15%	108

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montecito Bank & Trust's MMM Position: Q2 2026 in Review

Montecito Bank & Trust reduced its 3M (MMM) stake by 0.46% in Q2 2026, selling an estimated $2.73K and leaving 3,876 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #181.

Montecito Bank & Trust first reported a position in MMM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.48M in Q2 2021. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Montecito Bank & Trust held 3,876 shares of 3M worth $628K as of Q2 2026.
Montecito Bank & Trust sold 18 3M shares in Q2 2026, an estimated $2.73K.
3M made up 0.09% of Montecito Bank & Trust's portfolio in Q2 2026, its #181 holding.
Montecito Bank & Trust first reported a position in 3M in Q2 2013 and has held it in 52 quarters since.
Montecito Bank & Trust's 3M position peaked at $4.48M in Q2 2021.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.