RYIA
MMM icon

Roehl & Yi Investment Advisors’s 3M MMM Stock Holding History

Roehl & Yi Investment 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
Q2 		$211K Buy
+1,306
New +$198K 0.07% 178
2026
Q1 		– Sell
-1,301
Closed -$208K – 188
2025
Q4 		$208K Hold
1,301
– – 0.08% 153
2025
Q3 		$202K Sell
1,301
-128
-9% -$19.7K 0.09% 153
2025
Q2 		$218K Buy
1,429
+5
+0.4% +$715 0.11% 140
2025
Q1 		$209K Buy
+1,424
New +$209K 0.11% 146

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

Roehl & Yi Investment Advisors's MMM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in 3M (MMM) in Q2 2026: 1,306 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #178 among its holdings. This is a return to the name: Roehl & Yi Investment Advisors previously reported a position in MMM as recently as Q4 2025.

Roehl & Yi Investment Advisors first reported a position in MMM in Q1 2025 and has held it in 5 quarters since. The position peaked at $218K in Q2 2025. 2,232 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,306 shares of 3M worth $211K as of Q2 2026.
  • 3M was a new Roehl & Yi Investment Advisors position in Q2 2026.
  • 3M made up 0.07% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • Roehl & Yi Investment Advisors first reported a position in 3M in Q1 2025 and has held it in 5 quarters since.
  • Roehl & Yi Investment Advisors's 3M position peaked at $218K in Q2 2025.
  • 2,232 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.