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Wellspring Financial Advisors’s 3M MMM Stock Holding History

Wellspring Financial 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 		– Sell
-1,403
Closed -$225K – 301
2025
Q4 		$225K Buy
+1,403
New +$229K 0.02% 247
2022
Q2 		– Sell
-1,525
Closed -$190K – 126
2022
Q1 		$190K Sell
1,525
-15
-1% -$2K 0.06% 94
2021
Q4 		$229K Hold
1,540
– – 0.06% 89
2021
Q3 		$226K Hold
1,540
– – 0.07% 90
2021
Q2 		$256K Buy
+1,540
New +$257K 0.08% 80
2021
Q1 		– Sell
-1,540
Closed -$225K – 104
2020
Q4 		$225K Buy
+1,540
New +$219K 0.08% 82

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellspring Financial Advisors's MMM Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of 3M (MMM) in Q1 2026, closing a stake of 1,403 shares — an estimated $225K sold.

Wellspring Financial Advisors first reported a position in MMM in Q4 2020 and held it in 6 quarters. The position peaked at $256K in Q2 2021. 2,173 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,403 3M shares in Q1 2026, an estimated $225K.
  • Wellspring Financial Advisors first reported a position in 3M in Q4 2020 and held it in 6 quarters.
  • Wellspring Financial Advisors's 3M position peaked at $256K in Q2 2021.
  • 2,173 funds tracked by Wall St. Rank held 3M as of Q1 2026.

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