Novak & Powell Financial Services’s 3M MMM Stock Holding History

Novak & Powell Financial Services’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	$651K	Buy	4,485 +14	+0.3%	+$2.23K	0.35%	64
2025 Q4	$716K	Buy	4,471 +11	+0.2%	+$1.8K	0.37%	57
2025 Q3	$692K	Buy	4,460 +175	+4%	+$27K	0.36%	60
2025 Q2	$652K	Sell	4,285 -150	-3%	-$21.4K	0.45%	51
2025 Q1	$651K	Sell	4,435 -280	-6%	-$41.1K	0.41%	57
2024 Q4	$609K	Sell	4,715 -830	-15%	-$109K	0.36%	63
2024 Q3	$758K	Buy	5,545 +14	+0.3%	+$1.71K	0.44%	54
2024 Q2	$565K	Sell	5,531 -1,061	-16%	-$103K	0.35%	68
2024 Q1	$583K	Buy	6,592 +119	+2%	+$9.87K	0.44%	59
2023 Q4	$592K	Buy	+6,473	New	+$519K	0.39%	62

Other funds holding MMM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Novak & Powell Financial Services's MMM Position: Q1 2026 in Review

Novak & Powell Financial Services increased its 3M (MMM) stake by 0.31% in Q1 2026, buying an estimated $2.23K and bringing the position to 4,485 shares worth $651K. The position accounts for 0.35% of the portfolio, ranked #64.

Novak & Powell Financial Services first reported a position in MMM in Q4 2023 and has held it in 10 quarters since. The position peaked at $758K in Q3 2024. 2,157 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Novak & Powell Financial Services held 4,485 shares of 3M worth $651K as of Q1 2026.
Novak & Powell Financial Services bought 14 3M shares in Q1 2026, an estimated $2.23K.
3M made up 0.35% of Novak & Powell Financial Services's portfolio in Q1 2026, its #64 holding.
Novak & Powell Financial Services first reported a position in 3M in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's 3M position peaked at $758K in Q3 2024.
2,157 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.