RWM
MMM icon

RKL Wealth Management’s 3M MMM Stock Holding History

RKL Wealth Management’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
Q2 		$381K Buy
2,350
+80
+4% +$12.1K 0.03% 152
2026
Q1 		$330K Sell
2,270
-87
-4% -$13.9K 0.03% 151
2025
Q4 		$377K Buy
2,357
+94
+4% +$15.4K 0.03% 145
2025
Q3 		$351K Hold
2,263
– – 0.03% 147
2025
Q2 		$345K Sell
2,263
-16
-0.7% -$2.29K 0.03% 145
2025
Q1 		$335K Buy
+2,279
New +$335K 0.03% 145
2019
Q3 		– Sell
-1,415
Closed -$205K – 130
2019
Q2 		$205K Buy
1,415
+258
+22% +$39.7K 0.04% 124
2019
Q1 		$202K Buy
+1,157
New +$195K 0.04% 126
2018
Q4 		– Sell
-1,145
Closed -$201K – 125
2018
Q3 		$201K Sell
1,145
-92
-7% -$15.8K 0.04% 126
2018
Q2 		$204K Sell
1,237
-400
-24% -$68.3K 0.05% 127
2018
Q1 		$302K Buy
1,637
+228
+16% +$45.2K 0.07% 119
2017
Q4 		$278K Sell
1,409
-255
-15% -$49.1K 0.07% 124
2017
Q3 		$291K Buy
1,664
+84
+5% +$14.6K 0.08% 129
2017
Q2 		$275K Buy
+1,580
New +$264K 0.09% 127

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RKL Wealth Management's MMM Position: Q2 2026 in Review

RKL Wealth Management increased its 3M (MMM) stake by 3.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,350 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #152.

RKL Wealth Management first reported a position in MMM in Q2 2017 and has held it in 14 quarters since. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • RKL Wealth Management held 2,350 shares of 3M worth $381K as of Q2 2026.
  • RKL Wealth Management bought 80 3M shares in Q2 2026, an estimated $12.1K.
  • 3M made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #152 holding.
  • RKL Wealth Management first reported a position in 3M in Q2 2017 and has held it in 14 quarters since.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.