Triangle Securities Wealth Management’s 3M MMM Stock Holding History

Triangle Securities 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	$705K	Sell	4,353 -100	-2%	-$15.2K	0.14%	140
2026 Q1	$647K	Hold	4,453	–	–	0.15%	135
2025 Q4	$713K	Hold	4,453	–	–	0.15%	135
2025 Q3	$691K	Hold	4,453	–	–	0.16%	135
2025 Q2	$678K	Hold	4,453	–	–	0.17%	129
2025 Q1	$654K	Hold	4,453	–	–	0.17%	133
2024 Q4	$575K	Hold	4,453	–	–	0.15%	141
2024 Q3	$609K	Hold	4,453	–	–	0.16%	139
2024 Q2	$455K	Sell	4,453 -873	-16%	-$85.1K	0.13%	153
2024 Q1	$472K	Hold	5,326	–	–	0.13%	148
2023 Q4	$487K	Hold	5,326	–	–	0.15%	142
2023 Q3	$417K	Hold	5,326	–	–	0.15%	139
2023 Q2	$446K	Sell	5,326 -447	-8%	-$38K	0.15%	143
2023 Q1	$507K	Sell	5,773 -385	-6%	-$36.3K	0.18%	135
2022 Q4	$618K	Sell	6,158 -67	-1%	-$6.83K	0.23%	120
2022 Q3	$575K	Sell	6,225 -230	-4%	-$25.2K	0.24%	116
2022 Q2	$698K	Buy	6,455 +70	+1%	+$8.46K	0.27%	105
2022 Q1	$795K	Buy	6,385 +107	+2%	+$14.2K	0.27%	105
2021 Q4	$932K	Sell	6,278 -46	-0.7%	-$6.85K	0.29%	97
2021 Q3	$928K	Buy	6,324 +33	+0.5%	+$5.35K	0.32%	96
2021 Q2	$1.04M	Buy	6,291 +8	+0.1%	+$1.33K	0.35%	87
2021 Q1	$1.01M	Sell	6,283 -12	-0.2%	-$1.8K	0.37%	88
2020 Q4	$920K	Hold	6,295	–	–	0.36%	87
2020 Q3	$843K	Hold	6,295	–	–	0.38%	85
2020 Q2	$821K	Sell	6,295 -23	-0.4%	-$2.9K	0.39%	79
2020 Q1	$721K	Sell	6,318 -242	-4%	-$31.8K	0.42%	75
2019 Q4	$968K	Sell	6,560 -232	-3%	-$32.5K	0.42%	69
2019 Q3	$934K	Buy	6,792 +222	+3%	+$31K	0.46%	68
2019 Q2	$929K	Sell	6,570 -27	-0.4%	-$4.16K	0.47%	68
2019 Q1	$1.15M	Sell	6,597 -293	-4%	-$49.3K	0.6%	57
2018 Q4	$1.1M	Buy	6,890 +672	+11%	+$112K	0.65%	51
2018 Q3	$1.09M	Buy	6,218 +96	+2%	+$16.5K	0.58%	56
2018 Q2	$1.01M	Hold	6,122	–	–	0.56%	57
2018 Q1	$1.12M	Buy	6,122 +592	+11%	+$117K	0.65%	54
2017 Q4	$1.09M	Sell	5,530 -127	-2%	-$24.4K	0.62%	56
2017 Q3	$993K	Hold	5,657	–	–	0.59%	58
2017 Q2	$985K	Hold	5,657	–	–	0.65%	53
2017 Q1	$905K	Buy	5,657 +618	+12%	+$94.8K	0.58%	56
2016 Q4	$752K	Sell	5,039 -98	-2%	-$14.1K	0.5%	64
2016 Q3	$757K	Hold	5,137	–	–	0.52%	62
2016 Q2	$752K	Sell	5,137 -203	-4%	-$28.6K	0.56%	58
2016 Q1	$744K	Buy	+5,340	New	+$686K	0.49%	65
2015 Q4	–	Sell	-5,199	Closed	-$616K	–	128
2015 Q3	$616K	Buy	5,199 +27	+0.5%	+$3.32K	0.47%	73
2015 Q2	$667K	Hold	5,172	–	–	0.47%	70
2015 Q1	$713K	Hold	5,172	–	–	0.49%	67
2014 Q4	$711K	Hold	5,172	–	–	0.51%	64
2014 Q3	$613K	Hold	5,172	–	–	0.47%	70
2014 Q2	$619K	Buy	5,172 +161	+3%	+$18.9K	0.47%	70
2014 Q1	$445K	Sell	5,011 -161	-3%	-$17.9K	0.4%	77
2013 Q4	$606K	Buy	5,172 +120	+2%	+$12.8K	0.49%	68
2013 Q3	$504K	Buy	5,052 +41	+0.8%	+$3.99K	0.44%	72
2013 Q2	$458K	Buy	+5,011	New	+$455K	0.34%	78

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Triangle Securities Wealth Management's MMM Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its 3M (MMM) stake by 2.2% in Q2 2026, selling an estimated $15.2K and leaving 4,353 shares worth $705K. The position accounts for 0.14% of the portfolio, ranked #140.

Triangle Securities Wealth Management first reported a position in MMM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.15M in Q1 2019. 449 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Triangle Securities Wealth Management held 4,353 shares of 3M worth $705K as of Q2 2026.
Triangle Securities Wealth Management sold 100 3M shares in Q2 2026, an estimated $15.2K.
3M made up 0.14% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #140 holding.
Triangle Securities Wealth Management first reported a position in 3M in Q2 2013 and has held it in 52 quarters since.
Triangle Securities Wealth Management's 3M position peaked at $1.15M in Q1 2019.
449 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.