Triad Wealth Partners
MMM icon

Triad Wealth Partners’s 3M MMM Stock Holding History

Triad Wealth Partners’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
Q3 		$537K Sell
3,273
-313
-9% -$53.4K 0.03% 302
2026
Q2 		$635K Buy
3,586
+1,693
+89% +$257K 0.04% 276
2026
Q1 		$275K Sell
1,893
-308
-14% -$49K 0.02% 408
2025
Q4 		$352K Buy
+2,201
New +$360K 0.03% 350
2024
Q3 		– Sell
-65
Closed -$6.64K – 572
2024
Q2 		$6.64K Buy
+65
New +$6.34K ﹤0.01% 511

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Triad Wealth Partners's MMM Position: Q3 2026 in Review

Triad Wealth Partners reduced its 3M (MMM) stake by 8.7% in Q3 2026, selling an estimated $53.4K and leaving 3,273 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #302.

Triad Wealth Partners first reported a position in MMM in Q2 2024 and has held it in 5 quarters since. The position peaked at $635K in Q2 2026. 1,332 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Triad Wealth Partners held 3,273 shares of 3M worth $537K as of Q3 2026.
  • Triad Wealth Partners sold 313 3M shares in Q3 2026, an estimated $53.4K.
  • 3M made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #302 holding.
  • Triad Wealth Partners first reported a position in 3M in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's 3M position peaked at $635K in Q2 2026.
  • 1,332 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.