Mowery & Schoenfeld Wealth Management’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.4K Sell
78
-23
-23% -$3.66K 0.02% 211
2025
Q4
$16.2K Buy
101
+23
+29% +$3.76K 0.02% 204
2025
Q3
$12.2K Hold
78
0.02% 207
2025
Q2
$11.9K Hold
78
0.02% 206
2025
Q1
$11.5K Sell
78
-11
-12% -$1.62K 0.02% 257
2024
Q4
$11.5K Buy
+89
New +$11.7K 0.02% 216

Other funds holding MMM

Mowery & Schoenfeld Wealth Management's MMM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its 3M (MMM) stake by 23% in Q1 2026, selling an estimated $3.66K and leaving 78 shares worth $11.4K. The position accounts for 0.02% of the portfolio, ranked #211.

Mowery & Schoenfeld Wealth Management first reported a position in MMM in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2K in Q4 2025. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 78 shares of 3M worth $11.4K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 23 3M shares in Q1 2026, an estimated $3.66K.
  • 3M made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3M in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3M position peaked at $16.2K in Q4 2025.
  • 2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.