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 Q2	$327K	Hold	2,020	–	–	0.09%	92
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

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

Westbourne Investment Advisors's MMM Position: Q2 2026 in Review

Westbourne Investment Advisors held its 3M (MMM) position steady in Q2 2026 at 2,020 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #92.

Westbourne Investment Advisors first reported a position in MMM in Q2 2016 and has held it in 19 quarters since. The position peaked at $349K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Westbourne Investment Advisors held 2,020 shares of 3M worth $327K as of Q2 2026.
Westbourne Investment Advisors left its 3M share count unchanged in Q2 2026.
3M made up 0.09% of Westbourne Investment Advisors's portfolio in Q2 2026, its #92 holding.
Westbourne Investment Advisors first reported a position in 3M in Q2 2016 and has held it in 19 quarters since.
Westbourne Investment Advisors's 3M position peaked at $349K in Q4 2025.
2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.