VWM
MMM icon

Venturi Wealth Management’s 3M MMM Stock Holding History

Venturi 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 		$912K Buy
5,634
+200
+4% +$30.3K 0.04% 242
2026
Q1 		$789K Sell
5,434
-71
-1% -$11.3K 0.04% 239
2025
Q4 		$881K Buy
5,505
+132
+2% +$21.6K 0.04% 217
2025
Q3 		$834K Buy
5,373
+225
+4% +$34.7K 0.04% 224
2025
Q2 		$784K Sell
5,148
-180
-3% -$25.7K 0.04% 236
2025
Q1 		$783K Sell
5,328
-357
-6% -$52.5K 0.04% 240
2024
Q4 		$734K Buy
5,685
+5,315
+1,436% +$697K 0.04% 254
2024
Q3 		$50.5K Buy
370
+6
+2% +$734 ﹤0.01% 762
2024
Q2 		$37.2K Buy
364
+174
+92% +$17K ﹤0.01% 759
2024
Q1 		$16.9K Sell
190
-23
-11% -$1.91K ﹤0.01% 784
2023
Q4 		$19.5K Buy
213
+25
+13% +$2.01K ﹤0.01% 710
2023
Q3 		$14.7K Sell
188
-20
-10% -$1.72K ﹤0.01% 716
2023
Q2 		$17.4K Buy
208
+75
+56% +$6.37K ﹤0.01% 572
2023
Q1 		$11.7K Buy
+133
New +$12.5K ﹤0.01% 691
2020
Q3 		– Sell
-5,028
Closed -$656K – 295
2020
Q2 		$656K Buy
5,028
+1,916
+62% +$241K 0.09% 153
2020
Q1 		$355K Buy
3,112
+1,237
+66% +$163K 0.06% 155
2019
Q4 		$277K Buy
1,875
+26
+1% +$3.64K 0.03% 208
2019
Q3 		$254K Buy
1,849
+164
+10% +$22.9K 0.03% 206
2019
Q2 		$244K Sell
1,685
-20
-1% -$3.08K 0.03% 226
2019
Q1 		$302K Sell
1,705
-14,813
-90% -$2.49M 0.04% 209
2018
Q4 		$2.54M Buy
16,518
+279
+2% +$46.3K 0.41% 61
2018
Q3 		$2.88M Sell
16,239
-1,162
-7% -$200K 0.51% 71
2018
Q2 		$2.98M Buy
17,401
+240
+1% +$41K 0.56% 66
2018
Q1 		$3.15M Sell
17,161
-3,518
-17% -$697K 0.61% 60
2017
Q4 		$4.07M Buy
20,679
+562
+3% +$108K 0.78% 48
2017
Q3 		$3.58M Buy
20,117
+55
+0.3% +$9.53K 0.76% 48
2017
Q2 		$3.49M Sell
20,062
-385
-2% -$64.4K 0.79% 44
2017
Q1 		$3.25M Buy
20,447
+270
+1% +$41.4K 0.75% 47
2016
Q4 		$3.01M Buy
20,177
+1,208
+6% +$174K 0.85% 39
2016
Q3 		$2.79M Buy
18,969
+11,865
+167% +$1.77M 0.93% 40
2016
Q2 		$1.04M Buy
7,104
+24
+0.3% +$3.38K 0.35% 72
2016
Q1 		$986K Buy
7,080
+382
+6% +$49.1K 0.37% 71
2015
Q4 		$844K Buy
+6,698
New +$861K 0.38% 70

Other funds holding MMM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Venturi Wealth Management's MMM Position: Q2 2026 in Review

Venturi Wealth Management increased its 3M (MMM) stake by 3.7% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,634 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #242.

Venturi Wealth Management first reported a position in MMM in Q4 2015 and has held it in 33 quarters since. The position peaked at $4.07M in Q4 2017. 497 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Venturi Wealth Management held 5,634 shares of 3M worth $912K as of Q2 2026.
  • Venturi Wealth Management bought 200 3M shares in Q2 2026, an estimated $30.3K.
  • 3M made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Venturi Wealth Management first reported a position in 3M in Q4 2015 and has held it in 33 quarters since.
  • Venturi Wealth Management's 3M position peaked at $4.07M in Q4 2017.
  • 497 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.