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Sound View Wealth Advisors Group’s 3M MMM Stock Holding History

Sound View Wealth Advisors Group’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 		$839K Hold
5,775
– – 0.06% 211
2025
Q4 		$925K Sell
5,775
-19
-0.3% -$3.11K 0.06% 200
2025
Q3 		$899K Sell
5,794
-4
-0.1% -$617 0.06% 205
2025
Q2 		$883K Buy
5,798
+15
+0.3% +$2.14K 0.07% 201
2025
Q1 		$849K Sell
5,783
-502
-8% -$73.8K 0.07% 192
2024
Q4 		$811K Sell
6,285
-479
-7% -$62.8K 0.07% 209
2024
Q3 		$925K Buy
6,764
+163
+2% +$20K 0.08% 186
2024
Q2 		$675K Sell
6,601
-1,666
-20% -$162K 0.07% 204
2024
Q1 		$733K Sell
8,267
-881
-10% -$73K 0.08% 195
2023
Q4 		$836K Buy
9,148
+40
+0.4% +$3.21K 0.09% 180
2023
Q3 		$713K Buy
9,108
+128
+1% +$11K 0.09% 180
2023
Q2 		$751K Sell
8,980
-1,951
-18% -$166K 0.1% 177
2023
Q1 		$961K Buy
10,931
+1,783
+19% +$168K 0.13% 150
2022
Q4 		$836K Sell
9,148
-874
-9% -$89.1K 0.09% 180
2022
Q3 		$926K Buy
10,022
+37
+0.4% +$4.06K 0.21% 111
2022
Q2 		$1.08M Buy
9,985
+271
+3% +$32.8K 0.23% 108
2022
Q1 		$1.21M Sell
9,714
-253
-3% -$33.6K 0.23% 106
2021
Q4 		$1.48M Buy
9,967
+758
+8% +$113K 0.28% 90
2021
Q3 		$1.35M Sell
9,209
-672
-7% -$109K 0.28% 89
2021
Q2 		$1.64M Buy
9,881
+130
+1% +$21.7K 0.34% 77
2021
Q1 		$1.57M Sell
9,751
-165
-2% -$24.7K 0.37% 76
2020
Q4 		$1.45M Sell
9,916
-270
-3% -$38.3K 0.35% 78
2020
Q3 		$1.36M Sell
10,186
-932
-8% -$125K 0.36% 78
2020
Q2 		$1.45M Sell
11,118
-87
-0.8% -$11K 0.41% 71
2020
Q1 		$1.28M Sell
11,205
-1,144
-9% -$150K 0.44% 69
2019
Q4 		$1.82M Sell
12,349
-1,175
-9% -$165K 0.51% 61
2019
Q3 		$1.86M Sell
13,524
-84
-0.6% -$11.7K 0.55% 61
2019
Q2 		$1.97M Buy
+13,608
New +$2.09M 0.58% 55

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sound View Wealth Advisors Group's MMM Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its 3M (MMM) position steady in Q1 2026 at 5,775 shares worth $839K. The position accounts for 0.06% of the portfolio, ranked #211.

Sound View Wealth Advisors Group first reported a position in MMM in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.97M in Q2 2019. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Sound View Wealth Advisors Group held 5,775 shares of 3M worth $839K as of Q1 2026.
  • Sound View Wealth Advisors Group left its 3M share count unchanged in Q1 2026.
  • 3M made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #211 holding.
  • Sound View Wealth Advisors Group first reported a position in 3M in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's 3M position peaked at $1.97M in Q2 2019.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.