Carter Financial Group
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
Q3 		$231K Buy
1,410
+26
+2% +$4.43K 0.12% 119
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Carter Financial Group increased its 3M (MMM) stake by 1.9% in Q3 2026, buying an estimated $4.43K and bringing the position to 1,410 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #119.

Carter Financial Group first reported a position in MMM in Q2 2025 and has held it in 6 quarters since. The position peaked at $313K in Q2 2025. 1,371 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Carter Financial Group held 1,410 shares of 3M worth $231K as of Q3 2026.
  • Carter Financial Group bought 26 3M shares in Q3 2026, an estimated $4.43K.
  • 3M made up 0.12% of Carter Financial Group's portfolio in Q3 2026, its #119 holding.
  • Carter Financial Group first reported a position in 3M in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's 3M position peaked at $313K in Q2 2025.
  • 1,371 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.