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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
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

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

Triad Wealth Partners's MMM Position: Q1 2026 in Review

Triad Wealth Partners reduced its 3M (MMM) stake by 14% in Q1 2026, selling an estimated $49K and leaving 1,893 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #408.

Triad Wealth Partners first reported a position in MMM in Q2 2024 and has held it in 3 quarters since. The position peaked at $352K in Q4 2025. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Triad Wealth Partners held 1,893 shares of 3M worth $275K as of Q1 2026.
  • Triad Wealth Partners sold 308 3M shares in Q1 2026, an estimated $49K.
  • 3M made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #408 holding.
  • Triad Wealth Partners first reported a position in 3M in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's 3M position peaked at $352K in Q4 2025.
  • 2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.