Burkett Financial Services’s 3M MMM Stock Holding History

Burkett Financial Services’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	$51.1K	Buy	315 +1	+0.3%	+$152	0.02%	98
2026 Q1	$45.6K	Buy	314 +2	+0.6%	+$318	0.02%	107
2025 Q4	$50K	Buy	312 +1	+0.3%	+$164	0.02%	99
2025 Q3	$48.3K	Buy	311 +1	+0.3%	+$154	0.02%	95
2025 Q2	$47.1K	Buy	310 +2	+0.6%	+$286	0.02%	96
2025 Q1	$45.3K	Buy	308 +1	+0.3%	+$147	0.02%	96
2024 Q4	$39.6K	Buy	307 +2	+0.7%	+$262	0.02%	98
2024 Q3	$41.7K	Buy	305 +2	+0.7%	+$245	0.02%	87
2024 Q2	$31K	Sell	303 -57	-16%	-$5.56K	0.02%	100
2024 Q1	$32K	Buy	360 +5	+1%	+$415	0.02%	103
2023 Q4	$32.4K	Buy	+355	New	+$28.5K	0.02%	98

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burkett Financial Services's MMM Position: Q2 2026 in Review

Burkett Financial Services increased its 3M (MMM) stake by 0.32% in Q2 2026, buying an estimated $152 and bringing the position to 315 shares worth $51.1K. The position accounts for 0.02% of the portfolio, ranked #98.

Burkett Financial Services first reported a position in MMM in Q4 2023 and has held it in 11 quarters since. 546 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Burkett Financial Services held 315 shares of 3M worth $51.1K as of Q2 2026.
Burkett Financial Services bought 1 3M share in Q2 2026, an estimated $152.
3M made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #98 holding.
Burkett Financial Services first reported a position in 3M in Q4 2023 and has held it in 11 quarters since.
546 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.