Private Wealth Partners’s 3M MMM Stock Holding History

Private 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 Q1	$1.3M	Hold	8,950	–	–	0.1%	88
2025 Q4	$1.43M	Sell	8,950 -606	-6%	-$99.1K	0.1%	83
2025 Q3	$1.48M	Hold	9,556	–	–	0.11%	79
2025 Q2	$1.45M	Hold	9,556	–	–	0.11%	79
2025 Q1	$1.4M	Sell	9,556 -803	-8%	-$118K	0.12%	79
2024 Q4	$1.34M	Sell	10,359 -50	-0.5%	-$6.56K	0.1%	82
2024 Q3	$1.42M	Buy	10,409 +50	+0.5%	+$6.12K	0.11%	77
2024 Q2	$1.06M	Sell	10,359 -2,569	-20%	-$250K	0.08%	91
2024 Q1	$1.15M	Buy	12,928 +546	+4%	+$45.3K	0.09%	80
2023 Q4	$1.13M	Sell	12,382 -109	-0.9%	-$8.75K	0.1%	82
2023 Q3	$978K	Sell	12,491 -837	-6%	-$71.9K	0.09%	78
2023 Q2	$1.12M	Sell	13,328 -1,013	-7%	-$86.1K	0.1%	73
2023 Q1	$1.26M	Buy	14,341 +1,592	+12%	+$150K	0.13%	68
2022 Q4	$1.28M	Hold	12,749	–	–	0.15%	65
2022 Q3	$1.18M	Hold	12,749	–	–	0.15%	59
2022 Q2	$1.38M	Sell	12,749 -449	-3%	-$54.3K	0.16%	60
2022 Q1	$1.64M	Buy	13,198 +60	+0.5%	+$7.98K	0.15%	63
2021 Q4	$1.95M	Buy	+13,138	New	+$1.96M	0.16%	60
2021 Q1	–	Sell	-11,576	Closed	-$1.69M	–	99
2020 Q4	$1.69M	Sell	11,576 -490	-4%	-$69.6K	0.18%	67
2020 Q3	$1.62M	Hold	12,066	–	–	0.19%	64
2020 Q2	$1.57M	Hold	12,066	–	–	0.22%	60
2020 Q1	$1.38M	Sell	12,066 -1,196	-9%	-$157K	0.23%	60
2019 Q4	$1.96M	Sell	13,262 -299	-2%	-$41.9K	0.27%	57
2019 Q3	$1.86M	Sell	13,561 -1,217	-8%	-$170K	0.29%	54
2019 Q2	$2.14M	Sell	14,778 -179	-1%	-$27.6K	0.33%	50
2019 Q1	$2.6M	Sell	14,957 -437	-3%	-$73.6K	0.43%	46
2018 Q4	$2.45M	Hold	15,394	–	–	0.47%	42
2018 Q3	$2.71M	Hold	15,394	–	–	0.41%	53
2018 Q2	$2.53M	Sell	15,394 -2,437	-14%	-$416K	0.43%	56
2018 Q1	$3.27M	Buy	17,831 +1,021	+6%	+$202K	0.57%	51
2017 Q4	$3.31M	Sell	16,810 -167	-1%	-$32.1K	0.61%	49
2017 Q3	$2.98M	Sell	16,977 -204	-1%	-$35.4K	0.6%	48
2017 Q2	$2.99M	Sell	17,181 -6	-0%	-$1K	0.65%	45
2017 Q1	$2.75M	Sell	17,187 -1,315	-7%	-$202K	0.61%	45
2016 Q4	$2.76M	Sell	18,502 -929	-5%	-$134K	0.66%	41
2016 Q3	$2.86M	Sell	19,431 -138	-0.7%	-$20.6K	0.69%	41
2016 Q2	$2.87M	Buy	19,569 +120	+0.6%	+$16.9K	0.69%	43
2016 Q1	$2.71M	Buy	19,449 +855	+5%	+$110K	0.65%	42
2015 Q4	$2.34M	Sell	18,594 -311	-2%	-$40K	0.55%	49
2015 Q3	$2.24M	Buy	18,905 +442	+2%	+$54.4K	0.56%	48
2015 Q2	$2.38M	Buy	18,463 +1,304	+8%	+$175K	0.54%	51
2015 Q1	$2.37M	Sell	17,159 -1,615	-9%	-$223K	0.54%	51
2014 Q4	$2.58M	Sell	18,774 -1,778	-9%	-$228K	0.61%	47
2014 Q3	$2.44M	Buy	20,552 +1,531	+8%	+$184K	0.53%	54
2014 Q2	$2.28M	Sell	19,021 -90	-0.5%	-$10.6K	0.5%	56
2014 Q1	$2.17M	Sell	19,111 -478	-2%	-$53.1K	0.51%	51
2013 Q4	$2.3M	Sell	19,589 -8,571	-30%	-$913K	0.51%	57
2013 Q3	$2.81M	Sell	28,160 -84	-0.3%	-$8.17K	0.67%	48
2013 Q2	$2.58M	Buy	+28,244	New	+$2.56M	0.64%	47

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

Private Wealth Partners's MMM Position: Q1 2026 in Review

Private Wealth Partners held its 3M (MMM) position steady in Q1 2026 at 8,950 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #88.

Private Wealth Partners first reported a position in MMM in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.31M in Q4 2017. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Private Wealth Partners held 8,950 shares of 3M worth $1.3M as of Q1 2026.
Private Wealth Partners left its 3M share count unchanged in Q1 2026.
3M made up 0.1% of Private Wealth Partners's portfolio in Q1 2026, its #88 holding.
Private Wealth Partners first reported a position in 3M in Q2 2013 and has held it in 49 quarters since.
Private Wealth Partners's 3M position peaked at $3.31M in Q4 2017.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.