MFWP
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Mosaic Family Wealth Partners’s 3M MMM Stock Holding History

Mosaic Family Wealth Partners’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 		$382K Buy
2,357
+815
+53% +$124K 0.03% 319
2026
Q1 		$224K Buy
1,542
+5
+0.3% +$796 0.02% 259
2025
Q4 		$246K Sell
1,537
-74
-5% -$12.1K 0.03% 211
2025
Q3 		$248K Sell
1,611
-196
-11% -$30.2K 0.03% 201
2025
Q2 		$275K Hold
1,807
– – 0.04% 188
2025
Q1 		$265K Hold
1,807
– – 0.04% 185
2024
Q4 		$233K Buy
1,807
+70
+4% +$9.18K 0.03% 187
2024
Q3 		$237K Sell
1,737
-315
-15% -$38.6K 0.04% 184
2024
Q2 		$210K Sell
2,052
-402
-16% -$39.2K 0.03% 184
2024
Q1 		$218K Sell
2,454
-70
-3% -$5.8K 0.04% 191
2023
Q4 		$231K Sell
2,524
-169
-6% -$13.6K 0.04% 175
2023
Q3 		$211K Buy
2,693
+2
+0.1% +$172 0.04% 172
2023
Q2 		$225K Buy
2,691
+2
+0.1% +$170 0.04% 170
2023
Q1 		$236K Sell
2,689
-138
-5% -$13K 0.05% 161
2022
Q4 		$283K Buy
+2,827
New +$288K 0.08% 145

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

Mosaic Family Wealth Partners's MMM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its 3M (MMM) stake by 53% in Q2 2026, buying an estimated $124K and bringing the position to 2,357 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #319.

Mosaic Family Wealth Partners first reported a position in MMM in Q4 2022 and has held it in 15 quarters since. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,357 shares of 3M worth $382K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 815 3M shares in Q2 2026, an estimated $124K.
  • 3M made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #319 holding.
  • Mosaic Family Wealth Partners first reported a position in 3M in Q4 2022 and has held it in 15 quarters since.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.