Wendell David Associates’s 3M MMM Stock Holding History

Wendell David Associates’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 Q2	$1.37M	Hold	8,453	–	–	0.14%	83
2026 Q1	$1.23M	Hold	8,453	–	–	0.13%	83
2025 Q4	$1.35M	Sell	8,453 -83	-1%	-$13.6K	0.14%	79
2025 Q3	$1.32M	Hold	8,536	–	–	0.13%	77
2025 Q2	$1.3M	Hold	8,536	–	–	0.13%	80
2025 Q1	$1.25M	Hold	8,536	–	–	0.13%	85
2024 Q4	$1.1M	Hold	8,536	–	–	0.11%	90
2024 Q3	$1.17M	Hold	8,536	–	–	0.11%	84
2024 Q2	$872K	Sell	8,536 -2,430	-22%	-$237K	0.09%	90
2024 Q1	$973K	Hold	10,966	–	–	0.1%	91
2023 Q4	$1M	Buy	10,966 +299	+3%	+$24K	0.11%	87
2023 Q3	$835K	Buy	10,667 +628	+6%	+$53.9K	0.1%	90
2023 Q2	$840K	Hold	10,039	–	–	0.09%	93
2023 Q1	$882K	Hold	10,039	–	–	0.1%	90
2022 Q4	$1.01M	Hold	10,039	–	–	0.12%	88
2022 Q3	$928K	Sell	10,039 -299	-3%	-$32.8K	0.12%	88
2022 Q2	$1.12M	Buy	10,338 +25	+0.2%	+$3.02K	0.14%	84
2022 Q1	$1.28M	Sell	10,313 -407	-4%	-$54.1K	0.14%	83
2021 Q4	$1.59M	Sell	10,720 -49	-0.5%	-$7.3K	0.16%	80
2021 Q3	$1.58M	Buy	10,769 +132	+1%	+$21.4K	0.18%	79
2021 Q2	$1.77M	Sell	10,637 -251	-2%	-$41.9K	0.2%	75
2021 Q1	$1.75M	Buy	10,888 +131	+1%	+$19.6K	0.21%	75
2020 Q4	$1.57M	Buy	10,757 +479	+5%	+$68K	0.19%	76
2020 Q3	$1.38M	Sell	10,278 -180	-2%	-$24.2K	0.18%	79
2020 Q2	$1.36M	Sell	10,458 -478	-4%	-$60.2K	0.2%	77
2020 Q1	$1.25M	Hold	10,936	–	–	0.21%	76
2019 Q4	$1.61M	Hold	10,936	–	–	0.22%	78
2019 Q3	$1.5M	Sell	10,936 -1,639	-13%	-$229K	0.22%	76
2019 Q2	$1.82M	Sell	12,575 -388	-3%	-$59.7K	0.27%	69
2019 Q1	$2.25M	Sell	12,963 -270	-2%	-$45.5K	0.35%	67
2018 Q4	$2.11M	Sell	13,233 -1,435	-10%	-$238K	0.38%	68
2018 Q3	$2.58M	Buy	14,668 +60	+0.4%	+$10.3K	0.4%	66
2018 Q2	$2.4M	Buy	14,608 +1,053	+8%	+$180K	0.41%	66
2018 Q1	$2.49M	Buy	13,555 +120	+0.9%	+$23.8K	0.45%	64
2017 Q4	$2.64M	Sell	13,435 -1,531	-10%	-$295K	0.45%	62
2017 Q3	$2.63M	Buy	14,966 +234	+2%	+$40.6K	0.46%	57
2017 Q2	$2.56M	Buy	14,732 +897	+6%	+$150K	0.48%	52
2017 Q1	$2.21M	Sell	13,835 -120	-0.9%	-$18.4K	0.42%	65
2016 Q4	$2.08M	Sell	13,955 -1,020	-7%	-$147K	0.41%	66
2016 Q3	$2.21M	Hold	14,975	–	–	0.44%	61
2016 Q2	$2.19M	Sell	14,975 -1,724	-10%	-$243K	0.43%	63
2016 Q1	$2.33M	Sell	16,699 -22	-0.1%	-$2.83K	0.45%	57
2015 Q4	$2.11M	Buy	16,721 +909	+6%	+$117K	0.42%	60
2015 Q3	$1.88M	Sell	15,812 -1,758	-10%	-$216K	0.39%	68
2015 Q2	$2.26M	Buy	17,570 +29	+0.2%	+$3.89K	0.44%	60
2015 Q1	$2.42M	Hold	17,541	–	–	0.47%	56
2014 Q4	$2.4M	Buy	17,541 +1,794	+11%	+$230K	0.47%	55
2014 Q3	$1.87M	Hold	15,747	–	–	0.39%	62
2014 Q2	$1.88M	Buy	15,747 +575	+4%	+$67.5K	0.4%	63
2014 Q1	$1.73M	Sell	15,172 -1,007	-6%	-$112K	0.38%	62
2013 Q4	$1.89M	Sell	16,179 -258	-2%	-$27.5K	0.42%	59
2013 Q3	$1.64M	Sell	16,437 -299	-2%	-$29.1K	0.39%	63
2013 Q2	$1.52M	Buy	+16,736	New	+$1.52M	0.38%	62

Other funds holding MMM

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wendell David Associates's MMM Position: Q2 2026 in Review

Wendell David Associates held its 3M (MMM) position steady in Q2 2026 at 8,453 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #83.

Wendell David Associates first reported a position in MMM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.64M in Q4 2017. 830 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Wendell David Associates held 8,453 shares of 3M worth $1.37M as of Q2 2026.
Wendell David Associates left its 3M share count unchanged in Q2 2026.
3M made up 0.14% of Wendell David Associates's portfolio in Q2 2026, its #83 holding.
Wendell David Associates first reported a position in 3M in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's 3M position peaked at $2.64M in Q4 2017.
830 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.