Westbourne Investment Advisors’s 3M MMM Stock Holding History

Westbourne Investment 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	$293K	Sell	2,020 -158	-7%	-$25.2K	0.09%	93
2025 Q4	$349K	Buy	2,178 +158	+8%	+$25.8K	0.1%	85
2025 Q3	$313K	Hold	2,020	–	–	0.09%	96
2025 Q2	$308K	Hold	2,020	–	–	0.09%	93
2025 Q1	$297K	Hold	2,020	–	–	0.11%	73
2024 Q4	$261K	Hold	2,020	–	–	0.09%	76
2024 Q3	$276K	Hold	2,020	–	–	0.1%	79
2024 Q2	$206K	Sell	2,020 -396	-16%	-$38.6K	0.07%	85
2024 Q1	$214K	Hold	2,416	–	–	0.08%	86
2023 Q4	$221K	Buy	+2,416	New	+$194K	0.09%	84
2023 Q3	–	Sell	-2,416	Closed	-$202K	–	90
2023 Q2	$202K	Sell	2,416 -84	-3%	-$7.14K	0.09%	88
2023 Q1	$220K	Hold	2,500	–	–	0.11%	86
2022 Q4	$251K	Hold	2,500	–	–	0.13%	81
2022 Q3	$231K	Buy	2,500 +503	+25%	+$55.2K	0.12%	84
2022 Q2	$216K	Hold	1,997	–	–	0.13%	75
2022 Q1	$249K	Hold	1,997	–	–	0.1%	85
2021 Q4	$297K	Buy	+1,997	New	+$298K	0.12%	86
2016 Q3	–	Sell	-1,017	Closed	-$149K	–	119
2016 Q2	$149K	Buy	+1,017	New	+$143K	0.13%	112

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

Westbourne Investment Advisors's MMM Position: Q1 2026 in Review

Westbourne Investment Advisors reduced its 3M (MMM) stake by 7.3% in Q1 2026, selling an estimated $25.2K and leaving 2,020 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #93.

Westbourne Investment Advisors first reported a position in MMM in Q2 2016 and has held it in 18 quarters since. The position peaked at $349K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Westbourne Investment Advisors held 2,020 shares of 3M worth $293K as of Q1 2026.
Westbourne Investment Advisors sold 158 3M shares in Q1 2026, an estimated $25.2K.
3M made up 0.09% of Westbourne Investment Advisors's portfolio in Q1 2026, its #93 holding.
Westbourne Investment Advisors first reported a position in 3M in Q2 2016 and has held it in 18 quarters since.
Westbourne Investment Advisors's 3M position peaked at $349K in Q4 2025.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.