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 Q2	$2.56M	Buy	15,796 +8	+0.1%	+$1.21K	0.2%	62
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wescott Financial Advisory Group's MMM Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its 3M (MMM) stake by 0.05% in Q2 2026, buying an estimated $1.21K and bringing the position to 15,796 shares worth $2.56M. The position accounts for 0.2% of the portfolio, ranked #62.

Wescott Financial Advisory Group first reported a position in MMM in Q1 2024 and has held it in 10 quarters since. 2,239 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Wescott Financial Advisory Group held 15,796 shares of 3M worth $2.56M as of Q2 2026.
Wescott Financial Advisory Group bought 8 3M shares in Q2 2026, an estimated $1.21K.
3M made up 0.2% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #62 holding.
Wescott Financial Advisory Group first reported a position in 3M in Q1 2024 and has held it in 10 quarters since.
2,239 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.