Berger Financial Group
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Berger Financial Group’s 3M MMM Stock Holding History

Berger Financial 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
Q3 		$1.47M Sell
8,979
-117
-1% -$20K 0.07% 183
2026
Q2 		$1.47M Sell
9,096
-181
-2% -$27.4K 0.08% 182
2026
Q1 		$1.35M Sell
9,277
-52
-0.6% -$8.28K 0.08% 182
2025
Q4 		$1.49M Sell
9,329
-1,449
-13% -$237K 0.09% 173
2025
Q3 		$1.67M Sell
10,778
-481
-4% -$74.2K 0.1% 157
2025
Q2 		$1.71M Sell
11,259
-40
-0.4% -$5.72K 0.11% 146
2025
Q1 		$1.66M Buy
11,299
+1,842
+19% +$271K 0.12% 137
2024
Q4 		$1.22M Buy
9,457
+160
+2% +$21K 0.08% 160
2024
Q3 		$1.27M Sell
9,297
-412
-4% -$50.4K 0.09% 148
2024
Q2 		$992K Sell
9,709
-1,490
-13% -$145K 0.08% 156
2024
Q1 		$993K Sell
11,199
-88
-0.8% -$7.3K 0.08% 153
2023
Q4 		$1.03M Sell
11,287
-491
-4% -$39.4K 0.11% 117
2023
Q3 		$922K Buy
11,778
+1,019
+9% +$87.5K 0.11% 121
2023
Q2 		$900K Sell
10,759
-413
-4% -$35.1K 0.1% 119
2023
Q1 		$982K Sell
11,172
-20,479
-65% -$1.93M 0.12% 108
2022
Q4 		$3.17M Buy
31,651
+1,775
+6% +$181K 0.42% 72
2022
Q3 		$2.76M Buy
29,876
+17,924
+150% +$1.97M 0.41% 71
2022
Q2 		$1.29M Sell
11,952
-33,600
-74% -$4.06M 0.19% 84
2022
Q1 		$5.67M Buy
45,552
+33,557
+280% +$4.46M 0.72% 29
2021
Q4 		$1.78M Buy
11,995
+116
+1% +$17.3K 0.24% 86
2021
Q3 		$1.74M Sell
11,879
-864
-7% -$140K 0.31% 68
2021
Q2 		$2.12M Sell
12,743
-1,161
-8% -$194K 0.38% 67
2021
Q1 		$2.24M Sell
13,904
-142
-1% -$21.3K 0.49% 63
2020
Q4 		$2.05M Buy
+14,046
New +$1.99M 0.36% 80

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Berger Financial Group's MMM Position: Q3 2026 in Review

Berger Financial Group reduced its 3M (MMM) stake by 1.3% in Q3 2026, selling an estimated $20K and leaving 8,979 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #183.

Berger Financial Group first reported a position in MMM in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.67M in Q1 2022. 1,981 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Berger Financial Group held 8,979 shares of 3M worth $1.47M as of Q3 2026.
  • Berger Financial Group sold 117 3M shares in Q3 2026, an estimated $20K.
  • 3M made up 0.07% of Berger Financial Group's portfolio in Q3 2026, its #183 holding.
  • Berger Financial Group first reported a position in 3M in Q4 2020 and has held it in 24 quarters since.
  • Berger Financial Group's 3M position peaked at $5.67M in Q1 2022.
  • 1,981 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.