Sendero Wealth Management’s 3M MMM Stock Holding History

Sendero 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 Q1	$569K	Sell	3,918 -11	-0.3%	-$1.75K	0.06%	153
2025 Q4	$629K	Buy	3,929 +13	+0.3%	+$2.13K	0.07%	141
2025 Q3	$608K	Sell	3,916 -833	-18%	-$128K	0.07%	133
2025 Q2	$723K	Sell	4,749 -25	-0.5%	-$3.57K	0.09%	124
2025 Q1	$701K	Buy	4,774 +58	+1%	+$8.52K	0.1%	121
2024 Q4	$609K	Hold	4,716	–	–	0.09%	119
2024 Q3	$645K	Hold	4,716	–	–	0.1%	108
2024 Q2	$482K	Sell	4,716 -924	-16%	-$90.1K	0.08%	121
2024 Q1	$500K	Sell	5,640 -310	-5%	-$25.7K	0.09%	126
2023 Q4	$544K	Sell	5,950 -718	-11%	-$57.6K	0.1%	112
2023 Q3	$522K	Hold	6,668	–	–	0.11%	107
2023 Q2	$558K	Buy	+6,668	New	+$566K	0.12%	100

Other funds holding MMM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's MMM Position: Q1 2026 in Review

Sendero Wealth Management reduced its 3M (MMM) stake by 0.28% in Q1 2026, selling an estimated $1.75K and leaving 3,918 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #153.

Sendero Wealth Management first reported a position in MMM in Q2 2023 and has held it in 12 quarters since. The position peaked at $723K in Q2 2025. 2,157 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Sendero Wealth Management held 3,918 shares of 3M worth $569K as of Q1 2026.
Sendero Wealth Management sold 11 3M shares in Q1 2026, an estimated $1.75K.
3M made up 0.06% of Sendero Wealth Management's portfolio in Q1 2026, its #153 holding.
Sendero Wealth Management first reported a position in 3M in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's 3M position peaked at $723K in Q2 2025.
2,157 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.