Wescott Financial Advisory Group’s 3M MMM Stock Holding History

Wescott Financial Advisory Group’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	$2.29M	Buy	15,788 +17	+0.1%	+$2.71K	0.2%	60
2025 Q4	$2.52M	Buy	15,771 +19	+0.1%	+$3.11K	0.22%	56
2025 Q3	$2.44M	Buy	15,752 +3	+0%	+$463	0.22%	56
2025 Q2	$2.4M	Buy	15,749 +29	+0.2%	+$4.14K	0.23%	55
2025 Q1	$2.31M	Buy	15,720 +6	+0%	+$882	0.24%	53
2024 Q4	$2.03M	Buy	15,714 +62	+0.4%	+$8.13K	0.21%	55
2024 Q3	$2.14M	Buy	15,652 +18	+0.1%	+$2.2K	0.23%	55
2024 Q2	$1.6M	Buy	15,634 +6,304	+68%	+$614K	0.19%	64
2024 Q1	$827K	Buy	+9,330	New	+$774K	0.1%	82

Other funds holding MMM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wescott Financial Advisory Group's MMM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its 3M (MMM) stake by 0.11% in Q1 2026, buying an estimated $2.71K and bringing the position to 15,788 shares worth $2.29M. The position accounts for 0.2% of the portfolio, ranked #60.

Wescott Financial Advisory Group first reported a position in MMM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2025. 2,156 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Wescott Financial Advisory Group held 15,788 shares of 3M worth $2.29M as of Q1 2026.
Wescott Financial Advisory Group bought 17 3M shares in Q1 2026, an estimated $2.71K.
3M made up 0.2% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #60 holding.
Wescott Financial Advisory Group first reported a position in 3M in Q1 2024 and has held it in 9 quarters since.
Wescott Financial Advisory Group's 3M position peaked at $2.52M in Q4 2025.
2,156 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.