Physician Wealth Advisors
MMM icon

Physician Wealth Advisors’s 3M MMM Stock Holding History

Physician Wealth Advisors’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
Q3 		$264K Buy
1,606
+37
+2% +$6.31K 0.03% 175
2026
Q2 		$254K Buy
1,569
+40
+3% +$6.06K 0.03% 186
2026
Q1 		$222K Sell
1,529
-16
-1% -$2.55K 0.03% 176
2025
Q4 		$247K Buy
1,545
+40
+3% +$6.54K 0.03% 166
2025
Q3 		$234K Buy
1,505
+59
+4% +$9.1K 0.03% 168
2025
Q2 		$220K Buy
1,446
+61
+4% +$8.72K 0.03% 170
2025
Q1 		$203K Hold
1,385
– – 0.04% 178
2024
Q4 		$179K Buy
+1,385
New +$182K 0.03% 192
2023
Q2 		– Sell
-8,060
Closed -$715K – 153
2023
Q1 		$715K Sell
8,060
-42
-0.5% -$3.96K 0.19% 63
2022
Q4 		$779K Buy
8,102
+12
+0.1% +$1.22K 0.21% 59
2022
Q3 		$779K Hold
8,090
– – 0.24% 57
2022
Q2 		$970K Buy
8,090
+42
+0.5% +$5.08K 0.28% 52
2022
Q1 		$1.04M Buy
8,048
+24
+0.3% +$3.19K 0.28% 53
2021
Q4 		$1.21M Sell
8,024
-79
-1% -$11.8K 0.32% 48
2021
Q3 		$1.23M Hold
8,103
– – 0.34% 48
2021
Q2 		$1.35M Hold
8,103
– – 0.39% 43
2021
Q1 		$1.32M Hold
8,103
– – 0.43% 40
2020
Q4 		$1.22M Sell
8,103
-56
-0.7% -$7.95K 0.41% 41
2020
Q3 		$1.11M Sell
8,159
-1,325
-14% -$178K 0.45% 41
2020
Q2 		$1.28M Sell
9,484
-70
-0.7% -$8.82K 0.52% 36
2020
Q1 		$1.15M Hold
9,554
– – 0.57% 34
2019
Q4 		$1.44M Buy
9,554
+8
+0.1% +$1.12K 0.64% 30
2019
Q3 		$1.36M Buy
+9,546
New +$1.33M 0.66% 29

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Physician Wealth Advisors's MMM Position: Q3 2026 in Review

Physician Wealth Advisors increased its 3M (MMM) stake by 2.4% in Q3 2026, buying an estimated $6.31K and bringing the position to 1,606 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #175.

Physician Wealth Advisors first reported a position in MMM in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2019. 1,764 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Physician Wealth Advisors held 1,606 shares of 3M worth $264K as of Q3 2026.
  • Physician Wealth Advisors bought 37 3M shares in Q3 2026, an estimated $6.31K.
  • 3M made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #175 holding.
  • Physician Wealth Advisors first reported a position in 3M in Q3 2019 and has held it in 23 quarters since.
  • Physician Wealth Advisors's 3M position peaked at $1.44M in Q4 2019.
  • 1,764 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.