SWM
MMM icon

SHP Wealth Management’s 3M MMM Stock Holding History

SHP 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 		$93.3K Buy
642
+42
+7% +$6.69K 0.01% 396
2025
Q4 		$96.1K Buy
+600
New +$98.1K 0.01% 360

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SHP Wealth Management increased its 3M (MMM) stake by 7% in Q1 2026, buying an estimated $6.69K and bringing the position to 642 shares worth $93.3K. The position accounts for 0.01% of the portfolio, ranked #396.

SHP Wealth Management first reported a position in MMM in Q4 2025 and has held it in 2 quarters since. The position peaked at $96.1K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • SHP Wealth Management held 642 shares of 3M worth $93.3K as of Q1 2026.
  • SHP Wealth Management bought 42 3M shares in Q1 2026, an estimated $6.69K.
  • 3M made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #396 holding.
  • SHP Wealth Management first reported a position in 3M in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's 3M position peaked at $96.1K in Q4 2025.
  • 2,164 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.