SilverOak Wealth Management’s 3M MMM Stock Holding History

SilverOak 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	$12.1M	Sell	74,987 -1,400	-2%	-$212K	1.56%	14
2026 Q1	$11.1M	Sell	76,387 -3,627	-5%	-$578K	1.75%	12
2025 Q4	$12.8M	Buy	80,014 +204	+0.3%	+$33.4K	2.01%	10
2025 Q3	$12.4M	Sell	79,810 -1,200	-1%	-$185K	2.09%	10
2025 Q2	$12.3M	Sell	81,010 -4,037	-5%	-$577K	2.31%	9
2025 Q1	$12.5M	Sell	85,047 -1,645	-2%	-$242K	2.7%	9
2024 Q4	$11.2M	Buy	86,692 +3,711	+4%	+$487K	2.41%	10
2024 Q3	$11.3M	Sell	82,981 -9,540	-10%	-$1.17M	2.54%	10
2024 Q2	$9.45M	Sell	92,521 -20,787	-18%	-$2.03M	2.27%	10
2024 Q1	$10M	Sell	113,308 -1,790	-2%	-$148K	2.5%	10
2023 Q4	$10.5M	Buy	+115,098	New	+$9.24M	2.84%	10

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SilverOak Wealth Management reduced its 3M (MMM) stake by 1.8% in Q2 2026, selling an estimated $212K and leaving 74,987 shares worth $12.1M. The position accounts for 1.56% of the portfolio, ranked #14.

SilverOak Wealth Management first reported a position in MMM in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8M in Q4 2025. 2,233 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

SilverOak Wealth Management held 74,987 shares of 3M worth $12.1M as of Q2 2026.
SilverOak Wealth Management sold 1,400 3M shares in Q2 2026, an estimated $212K.
3M made up 1.56% of SilverOak Wealth Management's portfolio in Q2 2026, its #14 holding.
SilverOak Wealth Management first reported a position in 3M in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's 3M position peaked at $12.8M in Q4 2025.
2,233 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.