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San Luis Wealth Advisors’s 3M MMM Stock Holding History

San Luis 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 		$938K Sell
5,793
-34
-0.6% -$5.15K 0.14% 108
2026
Q1 		$846K Buy
5,827
+23
+0.4% +$3.66K 0.14% 98
2025
Q4 		$929K Buy
5,804
+15
+0.3% +$2.45K 0.16% 96
2025
Q3 		$898K Sell
5,789
-20
-0.3% -$3.08K 0.16% 77
2025
Q2 		$884K Sell
5,809
-675
-10% -$96.5K 0.19% 64
2025
Q1 		$952K Sell
6,484
-1,559
-19% -$229K 0.22% 56
2024
Q4 		$1.04M Sell
8,043
-36,007
-82% -$4.72M 0.2% 55
2024
Q3 		$6.02M Buy
44,050
+1,980
+5% +$242K 1.24% 20
2024
Q2 		$4.3M Sell
42,070
-1,914
-4% -$187K 1.03% 27
2024
Q1 		$3.9M Buy
43,984
+239
+0.5% +$19.8K 2.05% 14
2023
Q4 		$4M Sell
43,745
-225
-0.5% -$18.1K 1.69% 16
2023
Q3 		$3.44M Buy
43,970
+19,738
+81% +$1.69M 1.66% 15
2023
Q2 		$2.03M Buy
24,232
+4,503
+23% +$383K 0.72% 30
2023
Q1 		$1.73M Sell
19,729
-2,831
-13% -$267K 0.67% 38
2022
Q4 		$2.26M Buy
22,560
+12,341
+121% +$1.26M 2.11% 13
2022
Q3 		$944K Buy
+10,219
New +$1.12M 0.99% 26
2022
Q2 		– Sell
-3,284
Closed -$488K – 293
2022
Q1 		$488K Hold
3,284
– – 0.24% 86
2021
Q4 		$488K Sell
3,284
-3,481
-51% -$519K 0.5% 47
2021
Q3 		$992K Buy
+6,765
New +$1.1M 0.55% 53
2020
Q4 		$330K Buy
+2,256
New +$320K 0.21% 108

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

San Luis Wealth Advisors's MMM Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its 3M (MMM) stake by 0.58% in Q2 2026, selling an estimated $5.15K and leaving 5,793 shares worth $938K. The position accounts for 0.14% of the portfolio, ranked #108.

San Luis Wealth Advisors first reported a position in MMM in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.02M in Q3 2024. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • San Luis Wealth Advisors held 5,793 shares of 3M worth $938K as of Q2 2026.
  • San Luis Wealth Advisors sold 34 3M shares in Q2 2026, an estimated $5.15K.
  • 3M made up 0.14% of San Luis Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • San Luis Wealth Advisors first reported a position in 3M in Q4 2020 and has held it in 20 quarters since.
  • San Luis Wealth Advisors's 3M position peaked at $6.02M in Q3 2024.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.