Walter & Keenan Wealth Management’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
$748K Sell
4,619
-20
-0.4% -$3.03K 0.18% 90
2026
Q1
$674K Sell
4,639
-1,455
-24% -$232K 0.19% 88
2025
Q4
$976K Buy
6,094
+49
+0.8% +$8.01K 0.26% 71
2025
Q3
$938K Buy
6,045
+61
+1% +$9.4K 0.26% 73
2025
Q2
$911K Sell
5,984
-944
-14% -$135K 0.26% 79
2025
Q1
$1.02M Buy
6,928
+112
+2% +$16.5K 0.31% 76
2024
Q4
$880K Sell
6,816
-235
-3% -$30.8K 0.27% 83
2024
Q3
$964K Buy
7,051
+5
+0.1% +$612 0.29% 80
2024
Q2
$720K Sell
7,046
-1,487
-17% -$145K 0.23% 86
2024
Q1
$757K Buy
8,533
+1,164
+16% +$96.5K 0.25% 81
2023
Q4
$674K Sell
7,369
-35
-0.5% -$2.81K 0.24% 82
2023
Q3
$580K Sell
7,404
-4,414
-37% -$379K 0.23% 91
2023
Q2
$989K Sell
11,818
-9,022
-43% -$766K 0.36% 72
2023
Q1
$1.83M Sell
20,840
-77
-0.4% -$7.26K 0.7% 44
2022
Q4
$2.1M Sell
20,917
-1,220
-6% -$124K 0.82% 41
2022
Q3
$2.04M Sell
22,137
-9
-0% -$987 0.87% 41
2022
Q2
$2.4M Sell
22,146
-466
-2% -$56.3K 0.95% 36
2022
Q1
$2.82M Buy
22,612
+120
+0.5% +$16K 0.96% 36
2021
Q4
$3.34M Sell
22,492
-2,392
-10% -$356K 1.09% 29
2021
Q3
$3.65M Buy
24,884
+148
+0.6% +$24K 1.24% 25
2021
Q2
$4.1M Sell
24,736
-478
-2% -$79.8K 1.41% 21
2021
Q1
$4.06M Buy
25,214
+1,564
+7% +$234K 1.44% 21
2020
Q4
$3.46M Buy
23,650
+710
+3% +$101K 1.25% 24
2020
Q3
$3.07M Sell
22,940
-387
-2% -$52.1K 1.22% 26
2020
Q2
$3.04M Buy
23,327
+21,413
+1,119% +$2.7M 1.23% 26
2020
Q1
$213K Sell
1,914
-18,329
-91% -$2.41M 0.08% 103
2019
Q4
$2.99M Sell
20,243
-2,391
-11% -$335K 1.15% 28
2019
Q3
$3.11M Buy
22,634
+2,511
+12% +$351K 1.18% 28
2019
Q2
$2.92M Sell
20,123
-715
-3% -$110K 1.28% 25
2019
Q1
$3.62M Sell
20,838
-914
-4% -$154K 1.59% 20
2018
Q4
$3.46M Buy
21,752
+2
+0% +$332 1.56% 18
2018
Q3
$3.83K Hold
21,750
1.15% 20
2018
Q2
$3.58M Buy
21,750
+1
+0% +$171 1.54% 19
2018
Q1
$3.99M Hold
21,749
1.73% 17
2017
Q4
$4.28M Buy
21,749
+1,028
+5% +$198K 1.8% 15
2017
Q3
$3.64M Buy
20,721
+1,801
+10% +$312K 1.68% 16
2017
Q2
$3.24M Sell
18,920
-1,801
-9% -$301K 1.63% 16
2017
Q1
$3.31M Buy
20,721
+2,041
+11% +$313K 1.72% 16
2016
Q4
$2.75M Sell
18,680
-1,802
-9% -$260K 1.46% 18
2016
Q3
$3.02M Buy
20,482
+1,832
+10% +$274K 1.67% 17
2016
Q2
$2.69M Sell
18,650
-3,098
-14% -$437K 1.5% 19
2016
Q1
$2.99M Sell
21,748
-1,574
-7% -$202K 1.71% 16
2015
Q4
$2.94M Sell
23,322
-490
-2% -$63K 1.71% 17
2015
Q3
$2.82M Buy
23,812
+2,093
+10% +$257K 1.74% 18
2015
Q2
$2.8M Buy
21,719
+1,088
+5% +$146K 1.63% 18
2015
Q1
$2.85M Buy
20,631
+706
+4% +$97.3K 1.61% 18
2014
Q4
$2.74M Sell
19,925
-1,794
-8% -$230K 1.56% 17
2014
Q3
$2.57M Sell
21,719
-39
-0.2% -$4.69K 1.51% 18
2014
Q2
$2.61M Hold
21,758
1.36% 20
2014
Q1
$2.47M Buy
+21,758
New +$2.42M 1.35% 22

Other funds holding MMM

Walter & Keenan Wealth Management's MMM Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its 3M (MMM) stake by 0.43% in Q2 2026, selling an estimated $3.03K and leaving 4,619 shares worth $748K. The position accounts for 0.18% of the portfolio, ranked #90.

Walter & Keenan Wealth Management first reported a position in MMM in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.28M in Q4 2017. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Walter & Keenan Wealth Management held 4,619 shares of 3M worth $748K as of Q2 2026.
  • Walter & Keenan Wealth Management sold 20 3M shares in Q2 2026, an estimated $3.03K.
  • 3M made up 0.18% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Walter & Keenan Wealth Management first reported a position in 3M in Q1 2014 and has held it in 50 quarters since.
  • Walter & Keenan Wealth Management's 3M position peaked at $4.28M in Q4 2017.
  • 2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.