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Wealth Alliance’s 3M MMM Stock Holding History

Wealth Alliance’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 		$456K Sell
3,141
-280
-8% -$44.6K 0.05% 313
2025
Q4 		$548K Sell
3,421
-47
-1% -$7.68K 0.05% 286
2025
Q3 		$538K Sell
3,468
-391
-10% -$60.3K 0.06% 282
2025
Q2 		$588K Buy
3,859
+595
+18% +$85K 0.07% 263
2025
Q1 		$479K Buy
3,264
+383
+13% +$56.3K 0.06% 286
2024
Q4 		$372K Sell
2,881
-127
-4% -$16.7K 0.04% 318
2024
Q3 		$411K Buy
3,008
+408
+16% +$49.9K 0.05% 319
2024
Q2 		$266K Sell
2,600
-30
-1% -$2.92K 0.03% 422
2024
Q1 		$233K Buy
+2,630
New +$218K 0.03% 454
2022
Q1 		– Sell
-3,195
Closed -$474K – 468
2021
Q4 		$474K Buy
3,195
+172
+6% +$25.6K 0.1% 234
2021
Q3 		$444K Sell
3,023
-265
-8% -$42.9K 0.1% 232
2021
Q2 		$546K Buy
3,288
+885
+37% +$148K 0.13% 182
2021
Q1 		$387K Buy
2,403
+84
+4% +$12.6K 0.11% 227
2020
Q4 		$339K Buy
2,319
+176
+8% +$25K 0.1% 254
2020
Q3 		$287K Buy
2,143
+122
+6% +$16.4K 0.1% 241
2020
Q2 		$264K Buy
+2,021
New +$255K 0.1% 243

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

Wealth Alliance's MMM Position: Q1 2026 in Review

Wealth Alliance reduced its 3M (MMM) stake by 8.2% in Q1 2026, selling an estimated $44.6K and leaving 3,141 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #313.

Wealth Alliance first reported a position in MMM in Q2 2020 and has held it in 16 quarters since. The position peaked at $588K in Q2 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Wealth Alliance held 3,141 shares of 3M worth $456K as of Q1 2026.
  • Wealth Alliance sold 280 3M shares in Q1 2026, an estimated $44.6K.
  • 3M made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #313 holding.
  • Wealth Alliance first reported a position in 3M in Q2 2020 and has held it in 16 quarters since.
  • Wealth Alliance's 3M position peaked at $588K in Q2 2025.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.