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SOA Wealth Advisors’s 3M MMM Stock Holding History

SOA Wealth 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 		$429K Hold
2,648
– – 0.07% 139
2026
Q1 		$385K Hold
2,648
– – 0.07% 138
2025
Q4 		$424K Sell
2,648
-13
-0.5% -$2.13K 0.07% 136
2025
Q3 		$413K Hold
2,661
– – 0.07% 138
2025
Q2 		$405K Buy
2,661
+2,016
+313% +$288K 0.08% 134
2025
Q1 		$94.8K Buy
645
+42
+7% +$6.17K 0.02% 267
2024
Q4 		$77.9K Hold
603
– – 0.01% 279
2024
Q3 		$82.4K Hold
603
– – 0.02% 266
2024
Q2 		$61.6K Sell
603
-255
-30% -$24.9K 0.01% 287
2024
Q1 		$76.1K Sell
858
-137
-14% -$11.4K 0.02% 263
2023
Q4 		$91K Sell
995
-49
-5% -$3.93K 0.02% 245
2023
Q3 		$81.7K Sell
1,044
-10
-0.9% -$859 0.02% 246
2023
Q2 		$88.2K Buy
1,054
+3
+0.3% +$255 0.02% 245
2023
Q1 		$92.4K Buy
1,051
+2
+0.2% +$189 0.02% 233
2022
Q4 		$105K Sell
1,049
-18
-2% -$1.84K 0.03% 217
2022
Q3 		$98K Buy
1,067
+22
+2% +$2.41K 0.03% 202
2022
Q2 		$113K Sell
1,045
-21
-2% -$2.54K 0.03% 191
2022
Q1 		$132K Sell
1,066
-68
-6% -$9.04K 0.03% 209
2021
Q4 		$168K Sell
1,134
-118
-9% -$17.6K 0.04% 175
2021
Q3 		$183K Buy
1,252
+6
+0.5% +$972 0.05% 162
2021
Q2 		$207K Hold
1,246
– – 0.05% 151
2021
Q1 		$200K Buy
1,246
+1
+0.1% +$150 0.06% 142
2020
Q4 		$188K Buy
+1,245
New +$177K 0.05% 138

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

SOA Wealth Advisors's MMM Position: Q2 2026 in Review

SOA Wealth Advisors held its 3M (MMM) position steady in Q2 2026 at 2,648 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #139.

SOA Wealth Advisors first reported a position in MMM in Q4 2020 and has held it in 23 quarters since. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • SOA Wealth Advisors held 2,648 shares of 3M worth $429K as of Q2 2026.
  • SOA Wealth Advisors left its 3M share count unchanged in Q2 2026.
  • 3M made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • SOA Wealth Advisors first reported a position in 3M in Q4 2020 and has held it in 23 quarters since.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.