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Schwarz Dygos Wheeler Investment Advisors’s 3M MMM Stock Holding History

Schwarz Dygos Wheeler 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 		$314K Sell
1,940
-40
-2% -$6.06K 0.06% 135
2026
Q1 		$288K Hold
1,980
– – 0.06% 135
2025
Q4 		$317K Buy
1,980
+40
+2% +$6.54K 0.07% 128
2025
Q3 		$301K Sell
1,940
-30
-2% -$4.63K 0.06% 132
2025
Q2 		$300K Sell
1,970
-199
-9% -$28.4K 0.07% 134
2025
Q1 		$319K Buy
2,169
+207
+11% +$30.4K 0.08% 129
2024
Q4 		$253K Sell
1,962
-1,975
-50% -$259K 0.06% 143
2024
Q3 		$538K Hold
3,937
– – 0.13% 100
2024
Q2 		$402K Sell
3,937
-796
-17% -$77.6K 0.11% 102
2024
Q1 		$420K Sell
4,733
-205
-4% -$17K 0.12% 103
2023
Q4 		$451K Sell
4,938
-1,566
-24% -$126K 0.14% 96
2023
Q3 		$509K Buy
6,504
+1,799
+38% +$154K 0.17% 87
2023
Q2 		$394K Sell
4,705
-597
-11% -$50.7K 0.13% 99
2023
Q1 		$466K Sell
5,302
-561
-10% -$52.9K 0.17% 83
2022
Q4 		$588K Buy
5,863
+62
+1% +$6.32K 0.23% 65
2022
Q3 		$536K Sell
5,801
-614
-10% -$67.3K 0.24% 64
2022
Q2 		$694K Buy
6,415
+263
+4% +$31.8K 0.28% 60
2022
Q1 		$766K Hold
6,152
– – 0.26% 61
2021
Q4 		$914K Hold
6,152
– – 0.31% 57
2021
Q3 		$902K Sell
6,152
-56
-0.9% -$9.07K 0.33% 57
2021
Q2 		$1.03M Buy
6,208
+155
+3% +$25.9K 0.37% 57
2021
Q1 		$975K Buy
6,053
+328
+6% +$49.1K 0.4% 51
2020
Q4 		$837K Buy
5,725
+161
+3% +$22.9K 0.4% 45
2020
Q3 		$745K Buy
5,564
+316
+6% +$42.5K 0.42% 48
2020
Q2 		$679K Buy
5,248
+297
+6% +$37.4K 0.44% 45
2020
Q1 		$565K Buy
4,951
+313
+7% +$41.2K 0.48% 42
2019
Q4 		$684K Buy
4,638
+1,103
+31% +$154K 0.47% 44
2019
Q3 		$486K Buy
3,535
+361
+11% +$50.5K 0.39% 48
2019
Q2 		$460K Buy
3,174
+782
+33% +$120K 0.38% 48
2019
Q1 		$416K Buy
2,392
+189
+9% +$31.8K 0.36% 47
2018
Q4 		$351K Buy
+2,203
New +$366K 0.38% 48

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

Schwarz Dygos Wheeler Investment Advisors's MMM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its 3M (MMM) stake by 2% in Q2 2026, selling an estimated $6.06K and leaving 1,940 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #135.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MMM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.03M in Q2 2021. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,940 shares of 3M worth $314K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 40 3M shares in Q2 2026, an estimated $6.06K.
  • 3M made up 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in 3M in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's 3M position peaked at $1.03M in Q2 2021.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.