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Rooted Wealth Advisors’s 3M MMM Stock Holding History

Rooted 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
Q2 		$384K Buy
2,371
+245
+12% +$37.1K 0.09% 102
2026
Q1 		$322K Buy
2,126
+76
+4% +$12.1K 0.08% 113
2025
Q4 		$336K Buy
2,050
+87
+4% +$14.2K 0.09% 103
2025
Q3 		$311K Buy
1,963
+354
+22% +$54.6K 0.1% 95
2025
Q2 		$251K Buy
+1,609
New +$230K 0.09% 94

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

Rooted Wealth Advisors's MMM Position: Q2 2026 in Review

Rooted Wealth Advisors increased its 3M (MMM) stake by 12% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,371 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #102.

Rooted Wealth Advisors first reported a position in MMM in Q2 2025 and has held it in 5 quarters since. 2,233 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Rooted Wealth Advisors held 2,371 shares of 3M worth $384K as of Q2 2026.
  • Rooted Wealth Advisors bought 245 3M shares in Q2 2026, an estimated $37.1K.
  • 3M made up 0.09% of Rooted Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Rooted Wealth Advisors first reported a position in 3M in Q2 2025 and has held it in 5 quarters since.
  • 2,233 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.