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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
Q3 		$52.1K Buy
317
+2
+0.6% +$341 0.02% 147
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Burkett Financial Services's MMM Position: Q3 2026 in Review

Burkett Financial Services increased its 3M (MMM) stake by 0.63% in Q3 2026, buying an estimated $341 and bringing the position to 317 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #147.

Burkett Financial Services first reported a position in MMM in Q4 2023 and has held it in 12 quarters since. 118 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Burkett Financial Services held 317 shares of 3M worth $52.1K as of Q3 2026.
  • Burkett Financial Services bought 2 3M shares in Q3 2026, an estimated $341.
  • 3M made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #147 holding.
  • Burkett Financial Services first reported a position in 3M in Q4 2023 and has held it in 12 quarters since.
  • 118 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.