Univest Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Sell |
1,536
-152
| -9% | -$24.2K | 0.01% | 242 |
|
|
2025
Q4 | $270K | Buy |
1,688
+2
| +0.1% | +$327 | 0.01% | 239 |
|
|
2025
Q3 | $262K | Hold |
1,686
| – | – | 0.01% | 238 |
|
|
2025
Q2 | $257K | Buy |
1,686
+65
| +4% | +$9.29K | 0.02% | 236 |
|
|
2025
Q1 | $238K | Buy |
+1,621
| New | +$238K | 0.02% | 248 |
|
|
2024
Q4 | – | Sell |
-1,511
| Closed | -$207K | – | 288 |
|
|
2024
Q3 | $207K | Buy |
+1,511
| New | +$185K | 0.01% | 270 |
|
|
2020
Q1 | – | Sell |
-19,009
| Closed | -$2.84M | – | 125 |
|
|
2019
Q4 | $2.84M | Buy |
+19,009
| New | +$2.66M | 1.2% | 42 |
|
|
2018
Q4 | – | Sell |
-15,322
| Closed | -$2.7M | – | 119 |
|
|
2018
Q3 | $2.7M | Buy |
15,322
+31
| +0.2% | +$5.34K | 0.82% | 50 |
|
|
2018
Q2 | $2.52M | Buy |
15,291
+14
| +0.1% | +$2.39K | 1.01% | 48 |
|
|
2018
Q1 | $2.8M | Sell |
15,277
-904
| -6% | -$179K | 1.21% | 40 |
|
|
2017
Q4 | $3.18M | Sell |
16,181
-173
| -1% | -$33.3K | 1.28% | 39 |
|
|
2017
Q3 | $2.87M | Sell |
16,354
-611
| -4% | -$106K | 1.21% | 41 |
|
|
2017
Q2 | $2.95M | Sell |
16,965
-2,319
| -12% | -$388K | 1.24% | 43 |
|
|
2017
Q1 | $3.08M | Buy |
19,284
+275
| +1% | +$42.2K | 1.35% | 38 |
|
|
2016
Q4 | $2.84M | Sell |
19,009
-4,110
| -18% | -$593K | 1.2% | 42 |
|
|
2016
Q3 | $3.41M | Buy |
23,119
+450
| +2% | +$67.2K | 1.54% | 27 |
|
|
2016
Q2 | $3.32M | Sell |
22,669
-518
| -2% | -$73K | 1.51% | 28 |
|
|
2016
Q1 | $3.23M | Sell |
23,187
-1,671
| -7% | -$215K | 1.47% | 32 |
|
|
2015
Q4 | $3.13M | Sell |
24,858
-104
| -0.4% | -$13.4K | 1.43% | 33 |
|
|
2015
Q3 | $2.96M | Buy |
24,962
+324
| +1% | +$39.8K | 1.45% | 35 |
|
|
2015
Q2 | $3.18M | Sell |
24,638
-192
| -0.8% | -$25.8K | 1.46% | 30 |
|
|
2015
Q1 | $3.42M | Sell |
24,830
-366
| -1% | -$50.4K | 1.54% | 26 |
|
|
2014
Q4 | $3.46M | Sell |
25,196
-140
| -0.6% | -$18K | 1.52% | 28 |
|
|
2014
Q3 | $3M | Sell |
25,336
-1,210
| -5% | -$145K | 1.41% | 34 |
|
|
2014
Q2 | $3.18M | Buy |
26,546
+566
| +2% | +$66.4K | 1.5% | 33 |
|
|
2014
Q1 | $2.95M | Buy |
25,980
+157
| +0.6% | +$17.4K | 1.47% | 33 |
|
|
2013
Q4 | $3.03M | Sell |
25,823
-2,858
| -10% | -$304K | 1.49% | 30 |
|
|
2013
Q3 | $2.86M | Sell |
28,681
-273
| -0.9% | -$26.5K | 1.53% | 32 |
|
|
2013
Q2 | $2.65M | Buy |
+28,954
| New | +$2.63M | 1.45% | 40 |
|
Other funds holding MMM
VCM
VPM
Univest Financial's MMM Position: Q1 2026 in Review
Univest Financial reduced its 3M (MMM) stake by 9% in Q1 2026, selling an estimated $24.2K and leaving 1,536 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #242.
Univest Financial first reported a position in MMM in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.46M in Q4 2014. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.
- Univest Financial held 1,536 shares of 3M worth $223K as of Q1 2026.
- Univest Financial sold 152 3M shares in Q1 2026, an estimated $24.2K.
- 3M made up 0.01% of Univest Financial's portfolio in Q1 2026, its #242 holding.
- Univest Financial first reported a position in 3M in Q2 2013 and has held it in 29 quarters since.
- Univest Financial's 3M position peaked at $3.46M in Q4 2014.
- 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.