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MMM icon

Waverly Advisors’s 3M MMM Stock Holding History

Waverly Advisors’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
Q1 		$4.17M Sell
28,723
-1,102
-4% -$175K 0.03% 453
2025
Q4 		$4.77M Buy
29,825
+2,674
+10% +$437K 0.04% 382
2025
Q3 		$4.21M Sell
27,151
-723
-3% -$111K 0.04% 348
2025
Q2 		$4.24M Sell
27,874
-923
-3% -$132K 0.05% 333
2025
Q1 		$4.23M Buy
28,797
+2,354
+9% +$346K 0.05% 329
2024
Q4 		$3.41M Buy
26,443
+4,858
+23% +$637K 0.05% 276
2024
Q3 		$2.95M Sell
21,585
-143
-0.7% -$17.5K 0.05% 268
2024
Q2 		$2.22M Buy
21,728
+14,690
+209% +$1.43M 0.04% 297
2024
Q1 		$624K Buy
7,038
+1,878
+36% +$156K 0.01% 438
2023
Q4 		$472K Buy
5,160
+1,999
+63% +$160K 0.02% 306
2023
Q3 		$247K Sell
3,161
-38,112
-92% -$3.27M 0.01% 358
2023
Q2 		$3.45M Buy
41,273
+38,401
+1,337% +$3.26M 0.15% 98
2023
Q1 		$252K Buy
2,872
+41
+1% +$3.87K 0.01% 256
2022
Q4 		$284K Sell
2,831
-5,870
-67% -$599K 0.02% 228
2022
Q3 		$804K Buy
8,701
+6,638
+322% +$728K 0.06% 125
2022
Q2 		$223K Buy
2,063
+2
+0.1% +$242 0.02% 189
2022
Q1 		$256K Sell
2,061
-32
-2% -$4.25K 0.02% 173
2021
Q4 		$280K Sell
2,093
-884
-30% -$132K 0.02% 167
2021
Q3 		$448K Sell
2,977
-5
-0.2% -$810 0.04% 131
2021
Q2 		$500K Buy
2,982
+1,193
+67% +$199K 0.05% 111
2021
Q1 		$302K Sell
1,789
-30
-2% -$4.49K 0.03% 136
2020
Q4 		$269K Buy
1,819
+45
+3% +$6.39K 0.03% 126
2020
Q3 		$237K Buy
1,774
+30
+2% +$4.04K 0.03% 126
2020
Q2 		$242K Sell
1,744
-69
-4% -$8.69K 0.03% 119
2020
Q1 		$207K Buy
1,813
+220
+14% +$28.9K 0.04% 133
2019
Q4 		$217K Sell
1,593
-462
-22% -$64.7K 0.03% 126
2019
Q3 		$282K Hold
2,055
– – 0.04% 108
2019
Q2 		$298K Sell
2,055
-110
-5% -$16.9K 0.04% 98
2019
Q1 		$376K Buy
2,165
+239
+12% +$40.2K 0.06% 85
2018
Q4 		$307K Sell
1,926
-7,580
-80% -$1.26M 0.05% 86
2018
Q3 		$1.68M Buy
9,506
+227
+2% +$39.1K 0.25% 50
2018
Q2 		$1.53M Buy
9,279
+156
+2% +$26.6K 0.24% 53
2018
Q1 		$1.68M Sell
9,123
-426
-4% -$84.4K 0.27% 48
2017
Q4 		$1.88M Buy
9,549
+1,429
+18% +$275K 0.27% 49
2017
Q3 		$1.43M Sell
8,120
-39
-0.5% -$6.76K 0.31% 57
2017
Q2 		$1.42M Sell
8,159
-890
-10% -$149K 0.36% 47
2017
Q1 		$1.45M Buy
+9,049
New +$1.39M 0.38% 45
2016
Q1 		– Sell
-2,890
Closed -$364K – 116
2015
Q4 		$364K Buy
+2,890
New +$371K 0.16% 74
2015
Q1 		– Sell
-1,390
Closed -$191K – 396
2014
Q4 		$191K Sell
1,390
-2,658
-66% -$341K 0.1% 55
2014
Q3 		$480K Hold
4,048
– – 0.26% 42
2014
Q2 		$485K Hold
4,048
– – 0.2% 50
2014
Q1 		$459K Sell
4,048
-2,665
-40% -$296K 0.21% 46
2013
Q4 		$787K Buy
6,713
+3,900
+139% +$415K 0.28% 39
2013
Q3 		$281K Sell
2,813
-1
-0% -$97 0.14% 72
2013
Q2 		$257K Buy
+2,814
New +$255K 0.15% 77

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's MMM Position: Q1 2026 in Review

Waverly Advisors reduced its 3M (MMM) stake by 3.7% in Q1 2026, selling an estimated $175K and leaving 28,723 shares worth $4.17M. The position accounts for 0.03% of the portfolio, ranked #453.

Waverly Advisors first reported a position in MMM in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.77M in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Waverly Advisors held 28,723 shares of 3M worth $4.17M as of Q1 2026.
  • Waverly Advisors sold 1,102 3M shares in Q1 2026, an estimated $175K.
  • 3M made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #453 holding.
  • Waverly Advisors first reported a position in 3M in Q2 2013 and has held it in 45 quarters since.
  • Waverly Advisors's 3M position peaked at $4.77M in Q4 2025.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.