Valeo Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.27M | Buy |
7,815
+814
| +12% | +$123K | 0.03% | 266 |
|
|
2026
Q1 | $1.02M | Sell |
7,001
-2,147
| -23% | -$342K | 0.02% | 268 |
|
|
2025
Q4 | $1.46M | Sell |
9,148
-329
| -3% | -$53.8K | 0.03% | 225 |
|
|
2025
Q3 | $1.47M | Buy |
9,477
+37
| +0.4% | +$5.71K | 0.03% | 215 |
|
|
2025
Q2 | $1.44M | Sell |
9,440
-535
| -5% | -$76.5K | 0.04% | 213 |
|
|
2025
Q1 | $1.46M | Buy |
9,975
+501
| +5% | +$73.6K | 0.04% | 198 |
|
|
2024
Q4 | $1.22M | Sell |
9,474
-641
| -6% | -$84.1K | 0.03% | 213 |
|
|
2024
Q3 | $1.38M | Buy |
10,115
+91
| +0.9% | +$11.1K | 0.04% | 205 |
|
|
2024
Q2 | $1.02M | Sell |
10,024
-2,013
| -17% | -$196K | 0.03% | 231 |
|
|
2024
Q1 | $926K | Sell |
12,037
-626
| -5% | -$51.9K | 0.03% | 250 |
|
|
2023
Q4 | $1.16M | Sell |
12,663
-4,467
| -26% | -$358K | 0.05% | 204 |
|
|
2023
Q3 | $1.34M | Buy |
17,130
+674
| +4% | +$57.9K | 0.06% | 167 |
|
|
2023
Q2 | $1.38M | Buy |
16,456
+4,910
| +43% | +$417K | 0.06% | 169 |
|
|
2023
Q1 | $1.01M | Buy |
11,546
+867
| +8% | +$81.8K | 0.05% | 208 |
|
|
2022
Q4 | $1.07M | Buy |
10,679
+1,434
| +16% | +$146K | 0.06% | 180 |
|
|
2022
Q3 | $854K | Sell |
9,245
-384
| -4% | -$42.1K | 0.05% | 188 |
|
|
2022
Q2 | $1.04M | Sell |
9,629
-695
| -7% | -$84K | 0.07% | 158 |
|
|
2022
Q1 | $1.28M | Buy |
10,324
+1,374
| +15% | +$183K | 0.07% | 170 |
|
|
2021
Q4 | $1.33M | Sell |
8,950
-465
| -5% | -$69.3K | 0.07% | 150 |
|
|
2021
Q3 | $1.38M | Buy |
9,415
+85
| +0.9% | +$13.8K | 0.08% | 148 |
|
|
2021
Q2 | $1.55M | Buy |
9,330
+310
| +3% | +$51.7K | 0.09% | 131 |
|
|
2021
Q1 | $1.45M | Sell |
9,020
-837
| -8% | -$125K | 0.07% | 152 |
|
|
2020
Q4 | $1.44M | Buy |
9,857
+1,739
| +21% | +$247K | 0.07% | 131 |
|
|
2020
Q3 | $1.09M | Sell |
8,118
-360
| -4% | -$48.4K | 0.1% | 126 |
|
|
2020
Q2 | $1.11M | Buy |
8,478
+619
| +8% | +$78K | 0.1% | 120 |
|
|
2020
Q1 | $971K | Buy |
7,859
+663
| +9% | +$87.2K | 0.1% | 124 |
|
|
2019
Q4 | $1.06M | Sell |
7,196
-445
| -6% | -$62.3K | 0.1% | 127 |
|
|
2019
Q3 | $1.05M | Sell |
7,641
-1,043
| -12% | -$146K | 0.12% | 121 |
|
|
2019
Q2 | $1.26M | Buy |
8,684
+2,935
| +51% | +$452K | 0.14% | 101 |
|
|
2019
Q1 | $999K | Buy |
5,749
+320
| +6% | +$53.9K | 0.12% | 124 |
|
|
2018
Q4 | $865K | Sell |
5,429
-782
| -13% | -$130K | 0.12% | 123 |
|
|
2018
Q3 | $988K | Buy |
6,211
+62
| +1% | +$10.7K | 0.13% | 117 |
|
|
2018
Q2 | $1.03M | Sell |
6,149
-1,692
| -22% | -$289K | 0.14% | 109 |
|
|
2018
Q1 | $1.44M | Buy |
7,841
+1,875
| +31% | +$372K | 0.23% | 76 |
|
|
2017
Q4 | $1.17M | Buy |
5,966
+1,169
| +24% | +$225K | 0.19% | 92 |
|
|
2017
Q3 | $842K | Buy |
+4,797
| New | +$831K | 0.19% | 97 |
|
Other funds holding MMM
Valeo Financial Advisors's MMM Position: Q2 2026 in Review
Valeo Financial Advisors increased its 3M (MMM) stake by 12% in Q2 2026, buying an estimated $123K and bringing the position to 7,815 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #266.
Valeo Financial Advisors first reported a position in MMM in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.55M in Q2 2021. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.
- Valeo Financial Advisors held 7,815 shares of 3M worth $1.27M as of Q2 2026.
- Valeo Financial Advisors bought 814 3M shares in Q2 2026, an estimated $123K.
- 3M made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #266 holding.
- Valeo Financial Advisors first reported a position in 3M in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's 3M position peaked at $1.55M in Q2 2021.
- 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.