CFG
MMM icon

Carter Financial Group’s 3M MMM Stock Holding History

Carter 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
Q2 		$224K Sell
1,384
-10
-0.7% -$1.52K 0.12% 120
2026
Q1 		$202K Sell
1,394
-45
-3% -$7.17K 0.13% 117
2025
Q4 		$230K Sell
1,439
-30
-2% -$4.91K 0.14% 107
2025
Q3 		$228K Sell
1,469
-599
-29% -$92.4K 0.14% 103
2025
Q2 		$313K Buy
+2,068
New +$296K 0.2% 75

Other funds holding MMM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Carter Financial Group's MMM Position: Q2 2026 in Review

Carter Financial Group reduced its 3M (MMM) stake by 0.72% in Q2 2026, selling an estimated $1.52K and leaving 1,384 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #120.

Carter Financial Group first reported a position in MMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q2 2025. 1,028 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Carter Financial Group held 1,384 shares of 3M worth $224K as of Q2 2026.
  • Carter Financial Group sold 10 3M shares in Q2 2026, an estimated $1.52K.
  • 3M made up 0.12% of Carter Financial Group's portfolio in Q2 2026, its #120 holding.
  • Carter Financial Group first reported a position in 3M in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's 3M position peaked at $313K in Q2 2025.
  • 1,028 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.