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Wealthspire Advisors (New York)’s 3M MMM Stock Holding History

Wealthspire Advisors (New York)’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 		$1.85M Sell
12,751
-1,264
-9% -$201K 0.01% 300
2025
Q4 		$2.24M Buy
14,015
+2,580
+23% +$422K 0.02% 273
2025
Q3 		$1.77M Buy
11,435
+291
+3% +$44.9K 0.01% 290
2025
Q2 		$1.7M Buy
11,144
+85
+0.8% +$12.1K 0.01% 299
2025
Q1 		$1.62M Buy
11,059
+39
+0.4% +$5.73K 0.01% 303
2024
Q4 		$1.42M Sell
11,020
-409
-4% -$53.6K 0.01% 303
2024
Q3 		$1.56M Sell
11,429
-89
-0.8% -$10.9K 0.02% 291
2024
Q2 		$1.18M Sell
11,518
-1,743
-13% -$170K 0.02% 294
2024
Q1 		$1.18M Sell
13,261
-1,760
-12% -$146K 0.02% 290
2023
Q4 		$1.37M Sell
15,021
-2,326
-13% -$187K 0.02% 258
2023
Q3 		$1.36M Buy
17,347
+2,402
+16% +$206K 0.02% 226
2023
Q2 		$1.25M Sell
14,945
-166
-1% -$14.1K 0.02% 218
2023
Q1 		$1.33M Sell
15,111
-4,039
-21% -$381K 0.02% 203
2022
Q4 		$1.92M Buy
19,150
+593
+3% +$60.5K 0.03% 160
2022
Q3 		$1.72M Sell
18,557
-562
-3% -$61.6K 0.04% 160
2022
Q2 		$2.07M Buy
19,119
+667
+4% +$80.6K 0.04% 146
2022
Q1 		$2.3M Sell
18,452
-2,142
-10% -$285K 0.05% 113
2021
Q4 		$3.06M Buy
20,594
+1,120
+6% +$167K 0.07% 108
2021
Q3 		$2.86M Buy
19,474
+7,730
+66% +$1.25M 0.06% 132
2021
Q2 		$1.95M Sell
11,744
-17,810
-60% -$2.97M 0.05% 113
2021
Q1 		$4.76M Buy
29,554
+9,501
+47% +$1.42M 0.11% 91
2020
Q4 		$2.93M Buy
20,053
+13,589
+210% +$1.93M 0.09% 102
2020
Q3 		$866K Buy
6,464
+941
+17% +$127K 0.05% 139
2020
Q2 		$720K Sell
5,523
-18,537
-77% -$2.34M 0.05% 128
2020
Q1 		$2.75M Buy
24,060
+22,186
+1,184% +$2.92M 0.12% 102
2019
Q4 		$276K Buy
1,874
+317
+20% +$44.4K 0.02% 160
2019
Q3 		$214K Buy
+1,557
New +$218K 0.02% 151
2019
Q1 		– Sell
-737
Closed -$117K – 512
2018
Q4 		$117K Buy
+737
New +$122K 0.01% 100

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

Wealthspire Advisors (New York)'s MMM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its 3M (MMM) stake by 9% in Q1 2026, selling an estimated $201K and leaving 12,751 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #300.

Wealthspire Advisors (New York) first reported a position in MMM in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.76M in Q1 2021. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,751 shares of 3M worth $1.85M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,264 3M shares in Q1 2026, an estimated $201K.
  • 3M made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #300 holding.
  • Wealthspire Advisors (New York) first reported a position in 3M in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s 3M position peaked at $4.76M in Q1 2021.
  • 2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.