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Robertson Stephens Wealth Management’s 3M MMM Stock Holding History

Robertson Stephens 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 		$777K Sell
4,798
-749
-14% -$114K 0.02% 364
2026
Q1 		$806K Sell
5,547
-488
-8% -$77.7K 0.02% 327
2025
Q4 		$966K Sell
6,035
-461
-7% -$75.4K 0.03% 315
2025
Q3 		$1.01M Buy
6,496
+798
+14% +$123K 0.03% 253
2025
Q2 		$867K Buy
5,698
+548
+11% +$78.3K 0.03% 284
2025
Q1 		$756K Sell
5,150
-417
-7% -$61.3K 0.03% 303
2024
Q4 		$719K Buy
5,567
+124
+2% +$16.3K 0.03% 302
2024
Q3 		$744K Sell
5,443
-574
-10% -$70.3K 0.03% 331
2024
Q2 		$615K Sell
6,017
-450
-7% -$43.9K 0.03% 299
2024
Q1 		$574K Sell
6,467
-203
-3% -$16.8K 0.03% 321
2023
Q4 		$610K Buy
6,670
+452
+7% +$36.3K 0.04% 277
2023
Q3 		$487K Sell
6,218
-321
-5% -$27.6K 0.03% 311
2023
Q2 		$547K Sell
6,539
-63
-1% -$5.35K 0.04% 265
2023
Q1 		$580K Buy
6,602
+287
+5% +$27.1K 0.04% 274
2022
Q4 		$633K Buy
6,315
+1,347
+27% +$137K 0.06% 230
2022
Q3 		$459K Sell
4,968
-135
-3% -$14.8K 0.05% 228
2022
Q2 		$552K Buy
5,103
+282
+6% +$34.1K 0.05% 230
2022
Q1 		$600K Buy
4,821
+154
+3% +$20.5K 0.05% 233
2021
Q4 		$693K Buy
+4,667
New +$695K 0.06% 227
2021
Q3 		– Sell
-1,249
Closed -$207K – 328
2021
Q2 		$207K Sell
1,249
-168
-12% -$28K 0.02% 318
2021
Q1 		$228K Buy
+1,417
New +$212K 0.04% 267
2020
Q3 		– Sell
-2,471
Closed -$322K – 243
2020
Q2 		$322K Buy
2,471
+129
+6% +$16.3K 0.09% 135
2020
Q1 		$267K Buy
+2,342
New +$308K 0.09% 149

Other funds holding MMM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robertson Stephens Wealth Management's MMM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its 3M (MMM) stake by 14% in Q2 2026, selling an estimated $114K and leaving 4,798 shares worth $777K. The position accounts for 0.02% of the portfolio, ranked #364.

Robertson Stephens Wealth Management first reported a position in MMM in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,798 shares of 3M worth $777K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 749 3M shares in Q2 2026, an estimated $114K.
  • 3M made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Robertson Stephens Wealth Management first reported a position in 3M in Q1 2020 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's 3M position peaked at $1.01M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.