Waldron Private Wealth’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 | $397K | Buy |
2,455
+78
| +3% | +$11.8K | 0.01% | 258 |
|
|
2026
Q1 | $345K | Sell |
2,377
-36
| -1% | -$5.73K | 0.01% | 252 |
|
|
2025
Q4 | $386K | Buy |
2,413
+9
| +0.4% | +$1.47K | 0.02% | 236 |
|
|
2025
Q3 | $373K | Hold |
2,404
| – | – | 0.02% | 231 |
|
|
2025
Q2 | $366K | Hold |
2,404
| – | – | 0.02% | 223 |
|
|
2025
Q1 | $353K | Sell |
2,404
-2,666
| -53% | -$392K | 0.02% | 224 |
|
|
2024
Q4 | $654K | Buy |
5,070
+16
| +0.3% | +$2.1K | 0.03% | 218 |
|
|
2024
Q3 | $691K | Buy |
5,054
+172
| +4% | +$21.1K | 0.03% | 210 |
|
|
2024
Q2 | $499K | Sell |
4,882
-598
| -11% | -$58.3K | 0.02% | 237 |
|
|
2024
Q1 | $486K | Sell |
5,480
-659
| -11% | -$54.6K | 0.02% | 244 |
|
|
2023
Q4 | $561K | Sell |
6,139
-461
| -7% | -$37K | 0.03% | 217 |
|
|
2023
Q3 | $517K | Sell |
6,600
-582
| -8% | -$50K | 0.03% | 225 |
|
|
2023
Q2 | $601K | Buy |
7,182
+123
| +2% | +$10.4K | 0.03% | 204 |
|
|
2023
Q1 | $620K | Sell |
7,059
-548
| -7% | -$51.7K | 0.03% | 223 |
|
|
2022
Q4 | $702K | Hold |
7,607
| – | – | 0.04% | 197 |
|
|
2022
Q3 | $702K | Sell |
7,607
-288
| -4% | -$31.6K | 0.04% | 197 |
|
|
2022
Q2 | $854K | Sell |
7,895
-1,175
| -13% | -$142K | 0.05% | 180 |
|
|
2022
Q1 | $1.13M | Buy |
9,070
+28
| +0.3% | +$3.72K | 0.06% | 168 |
|
|
2021
Q4 | $1.34M | Sell |
9,042
-17
| -0.2% | -$2.53K | 0.07% | 144 |
|
|
2021
Q3 | $1.33M | Buy |
9,059
+2,982
| +49% | +$483K | 0.08% | 127 |
|
|
2021
Q2 | $1.01M | Sell |
6,077
-942
| -13% | -$157K | 0.06% | 139 |
|
|
2021
Q1 | $1.13M | Buy |
7,019
+1,044
| +17% | +$156K | 0.08% | 120 |
|
|
2020
Q4 | $873K | Sell |
5,975
-56
| -0.9% | -$7.95K | 0.06% | 139 |
|
|
2020
Q3 | $807K | Buy |
6,031
+607
| +11% | +$81.7K | 0.07% | 127 |
|
|
2020
Q2 | $707K | Buy |
5,424
+328
| +6% | +$41.3K | 0.06% | 131 |
|
|
2020
Q1 | $581K | Buy |
5,096
+283
| +6% | +$37.2K | 0.06% | 134 |
|
|
2019
Q4 | $709K | Sell |
4,813
-675
| -12% | -$94.5K | 0.06% | 138 |
|
|
2019
Q3 | $754K | Buy |
5,488
+385
| +8% | +$53.8K | 0.08% | 123 |
|
|
2019
Q2 | $739K | Sell |
5,103
-531
| -9% | -$81.7K | 0.08% | 106 |
|
|
2019
Q1 | $978K | Buy |
5,634
+986
| +21% | +$166K | 0.11% | 89 |
|
|
2018
Q4 | $740K | Buy |
4,648
+1,495
| +47% | +$248K | 0.11% | 90 |
|
|
2018
Q3 | $555K | Buy |
3,153
+1,265
| +67% | +$218K | 0.11% | 92 |
|
|
2018
Q2 | $310K | Buy |
1,888
+70
| +4% | +$11.9K | 0.07% | 130 |
|
|
2018
Q1 | $333K | Sell |
1,818
-70
| -4% | -$13.9K | 0.08% | 115 |
|
|
2017
Q4 | $371K | Buy |
1,888
+70
| +4% | +$13.5K | 0.09% | 99 |
|
|
2017
Q3 | $319K | Hold |
1,818
| – | – | 0.09% | 107 |
|
|
2017
Q2 | $316K | Sell |
1,818
-384
| -17% | -$64.2K | 0.1% | 90 |
|
|
2017
Q1 | $351K | Buy |
2,202
+384
| +21% | +$58.9K | 0.09% | 147 |
|
|
2016
Q4 | $271K | Sell |
1,818
-31
| -2% | -$4.47K | 0.09% | 99 |
|
|
2016
Q3 | $272K | Buy |
1,849
+2
| +0.1% | +$299 | 0.1% | 105 |
|
|
2016
Q2 | $270K | Sell |
1,847
-159
| -8% | -$22.4K | 0.1% | 114 |
|
|
2016
Q1 | $279K | Sell |
2,006
-216
| -10% | -$27.7K | 0.11% | 103 |
|
|
2015
Q4 | $279K | Sell |
2,222
-487
| -18% | -$62.6K | 0.1% | 114 |
|
|
2015
Q3 | $321K | Buy |
+2,709
| New | +$333K | 0.14% | 74 |
|
|
2015
Q1 | – | Sell |
-1,593
| Closed | -$219K | – | 132 |
|
|
2014
Q4 | $219K | Buy |
+1,593
| New | +$204K | 0.09% | 112 |
|
|
2014
Q3 | – | Sell |
-1,757
| Closed | -$210K | – | 124 |
|
|
2014
Q2 | $210K | Buy |
+1,757
| New | +$206K | 0.1% | 113 |
|
Other funds holding MMM
Waldron Private Wealth's MMM Position: Q2 2026 in Review
Waldron Private Wealth increased its 3M (MMM) stake by 3.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,455 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #258.
Waldron Private Wealth first reported a position in MMM in Q2 2014 and has held it in 46 quarters since. The position peaked at $1.34M in Q4 2021. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.
- Waldron Private Wealth held 2,455 shares of 3M worth $397K as of Q2 2026.
- Waldron Private Wealth bought 78 3M shares in Q2 2026, an estimated $11.8K.
- 3M made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #258 holding.
- Waldron Private Wealth first reported a position in 3M in Q2 2014 and has held it in 46 quarters since.
- Waldron Private Wealth's 3M position peaked at $1.34M in Q4 2021.
- 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.