SWM
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Segment Wealth Management’s 3M MMM Stock Holding History

Segment Wealth Management’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 		$231K Sell
1,428
-34
-2% -$5.15K 0.01% 298
2026
Q1 		$212K Buy
1,462
+112
+8% +$17.8K 0.01% 299
2025
Q4 		$216K Buy
+1,350
New +$221K 0.01% 303
2022
Q2 		– Sell
-1,621
Closed -$202K – 248
2022
Q1 		$202K Buy
1,621
+10
+0.6% +$1.33K 0.02% 246
2021
Q4 		$239K Hold
1,611
– – 0.03% 229
2021
Q3 		$236K Sell
1,611
-718
-31% -$116K 0.03% 205
2021
Q2 		$387K Hold
2,329
– – 0.05% 179
2021
Q1 		$375K Sell
2,329
-32,696
-93% -$4.89M 0.05% 168
2020
Q4 		$5.12M Sell
35,025
-3,068
-8% -$435K 0.74% 54
2020
Q3 		$5.1M Buy
38,093
+1,001
+3% +$135K 0.83% 48
2020
Q2 		$4.84M Buy
37,092
+399
+1% +$50.3K 0.89% 44
2020
Q1 		$4.19M Buy
36,693
+2,410
+7% +$317K 0.93% 40
2019
Q4 		$5.06M Buy
34,283
+1,741
+5% +$244K 0.85% 39
2019
Q3 		$4.47M Buy
32,542
+1,424
+5% +$199K 0.88% 44
2019
Q2 		$4.51M Buy
31,118
+987
+3% +$152K 0.92% 40
2019
Q1 		$5.24M Buy
30,131
+348
+1% +$58.6K 1.11% 29
2018
Q4 		$4.75M Buy
29,783
+1,427
+5% +$237K 1.2% 21
2018
Q3 		$5M Buy
28,356
+366
+1% +$63K 1.09% 25
2018
Q2 		$4.6M Buy
27,990
+20
+0.1% +$3.41K 1.09% 25
2018
Q1 		$5.13M Sell
27,970
-409
-1% -$81K 1.28% 15
2017
Q4 		$5.58M Buy
28,379
+678
+2% +$130K 1.35% 13
2017
Q3 		$4.86M Buy
27,701
+163
+0.6% +$28.2K 1.29% 15
2017
Q2 		$4.79M Buy
27,538
+1,774
+7% +$297K 1.32% 15
2017
Q1 		$4.12M Buy
25,764
+234
+0.9% +$35.9K 1.34% 16
2016
Q4 		$3.81M Buy
25,530
+178
+0.7% +$25.7K 1.4% 16
2016
Q3 		$3.74M Buy
25,352
+63
+0.2% +$9.41K 1.47% 17
2016
Q2 		$3.7M Sell
25,289
-2,774
-10% -$391K 1.53% 18
2016
Q1 		$3.91M Buy
28,063
+323
+1% +$41.5K 1.46% 19
2015
Q4 		$3.49M Sell
27,740
-270
-1% -$34.7K 1.32% 21
2015
Q3 		$3.32M Buy
28,010
+1,326
+5% +$163K 1.27% 23
2015
Q2 		$3.44M Buy
26,684
+2
+0% +$268 1.2% 24
2015
Q1 		$3.68M Buy
26,682
+4,041
+18% +$557K 1.23% 22
2014
Q4 		$3.11M Buy
22,641
+185
+0.8% +$23.7K 1.19% 22
2014
Q3 		$2.66M Buy
22,456
+875
+4% +$105K 1.02% 26
2014
Q2 		$2.58M Buy
21,581
+848
+4% +$99.5K 1% 25
2014
Q1 		$2.35M Buy
20,733
+1,973
+11% +$219K 1.09% 26
2013
Q4 		$2.2M Buy
18,760
+895
+5% +$95.3K 1.09% 25
2013
Q3 		$1.78M Buy
17,865
+1,070
+6% +$104K 0.97% 28
2013
Q2 		$1.54M Buy
+16,795
New +$1.52M 0.92% 30

Other funds holding MMM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Segment Wealth Management's MMM Position: Q2 2026 in Review

Segment Wealth Management reduced its 3M (MMM) stake by 2.3% in Q2 2026, selling an estimated $5.15K and leaving 1,428 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #298.

Segment Wealth Management first reported a position in MMM in Q2 2013 and has held it in 39 quarters since. The position peaked at $5.58M in Q4 2017. 497 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Segment Wealth Management held 1,428 shares of 3M worth $231K as of Q2 2026.
  • Segment Wealth Management sold 34 3M shares in Q2 2026, an estimated $5.15K.
  • 3M made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Segment Wealth Management first reported a position in 3M in Q2 2013 and has held it in 39 quarters since.
  • Segment Wealth Management's 3M position peaked at $5.58M in Q4 2017.
  • 497 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.