Montz Harcus Wealth Management’s 3M MMM Stock Holding History

Montz Harcus 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	$363K	Buy	2,243 +5	+0.2%	+$758	0.13%	66
2026 Q1	$325K	Buy	2,238 +1	+0%	+$159	0.13%	63
2025 Q4	$358K	Buy	2,237 +580	+35%	+$94.8K	0.15%	61
2025 Q3	$257K	Buy	1,657 +26	+2%	+$4.01K	0.11%	73
2025 Q2	$248K	Buy	1,631 +32	+2%	+$4.57K	0.12%	73
2025 Q1	$235K	Buy	1,599 +20	+1%	+$2.94K	0.13%	69
2024 Q4	$204K	Buy	1,579 +10	+0.6%	+$1.31K	0.11%	72
2024 Q3	$215K	Buy	+1,569	New	+$192K	0.13%	71
2022 Q1	–	Sell	-1,350	Closed	-$201K	–	56
2021 Q4	$201K	Buy	+1,350	New	+$201K	0.18%	54

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Montz Harcus Wealth Management's MMM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its 3M (MMM) stake by 0.22% in Q2 2026, buying an estimated $758 and bringing the position to 2,243 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #66.

Montz Harcus Wealth Management first reported a position in MMM in Q4 2021 and has held it in 9 quarters since. 683 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Montz Harcus Wealth Management held 2,243 shares of 3M worth $363K as of Q2 2026.
Montz Harcus Wealth Management bought 5 3M shares in Q2 2026, an estimated $758.
3M made up 0.13% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #66 holding.
Montz Harcus Wealth Management first reported a position in 3M in Q4 2021 and has held it in 9 quarters since.
683 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.