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 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	$1.45M	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 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

Physician Wealth Advisors's MMM Position: Q1 2026 in Review

Physician Wealth Advisors reduced its 3M (MMM) stake by 1% in Q1 2026, selling an estimated $2.55K and leaving 1,529 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #176.

Physician Wealth Advisors first reported a position in MMM in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.45M in Q4 2019. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Physician Wealth Advisors held 1,529 shares of 3M worth $222K as of Q1 2026.
Physician Wealth Advisors sold 16 3M shares in Q1 2026, an estimated $2.55K.
3M made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #176 holding.
Physician Wealth Advisors first reported a position in 3M in Q3 2019 and has held it in 21 quarters since.
Physician Wealth Advisors's 3M position peaked at $1.45M in Q4 2019.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.