BFG
MMM icon

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
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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's MMM Position: Q1 2026 in Review

Berger Financial Group reduced its 3M (MMM) stake by 0.56% in Q1 2026, selling an estimated $8.28K and leaving 9,277 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #182.

Berger Financial Group first reported a position in MMM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.67M in Q1 2022. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Berger Financial Group held 9,277 shares of 3M worth $1.35M as of Q1 2026.
  • Berger Financial Group sold 52 3M shares in Q1 2026, an estimated $8.28K.
  • 3M made up 0.08% of Berger Financial Group's portfolio in Q1 2026, its #182 holding.
  • Berger Financial Group first reported a position in 3M in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's 3M position peaked at $5.67M in Q1 2022.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.