SWA
MMM icon

Sax Wealth Advisors’s 3M MMM Stock Holding History

Sax 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 		$417K Buy
2,874
+221
+8% +$33.5K 0.02% 381
2026
Q1 		$425K Sell
2,653
-77
-3% -$12.3K 0.02% 317
2025
Q4 		$437K Buy
+2,730
New +$446K 0.02% 316

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

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

Sax Wealth Advisors increased its 3M (MMM) stake by 8.3% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,874 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #381.

Sax Wealth Advisors first reported a position in MMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $437K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Sax Wealth Advisors held 2,874 shares of 3M worth $417K as of Q2 2026.
  • Sax Wealth Advisors bought 221 3M shares in Q2 2026, an estimated $33.5K.
  • 3M made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • Sax Wealth Advisors first reported a position in 3M in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's 3M position peaked at $437K in Q4 2025.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.