EFG
MMM icon

Everhart Financial Group’s 3M MMM Stock Holding History

Everhart 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 		$773K Sell
4,772
-986
-17% -$149K 0.05% 217
2026
Q1 		$836K Buy
5,758
+886
+18% +$141K 0.07% 207
2025
Q4 		$780K Buy
4,872
+477
+11% +$78K 0.07% 198
2025
Q3 		$682K Buy
4,395
+835
+23% +$129K 0.07% 208
2025
Q2 		$542K Buy
3,560
+278
+8% +$39.7K 0.06% 216
2025
Q1 		$482K Buy
3,282
+529
+19% +$77.7K 0.07% 213
2024
Q4 		$355K Sell
2,753
-25
-0.9% -$3.28K 0.07% 240
2024
Q3 		$380K Buy
+2,778
New +$340K 0.08% 228

Other funds holding MMM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Everhart Financial Group reduced its 3M (MMM) stake by 17% in Q2 2026, selling an estimated $149K and leaving 4,772 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #217.

Everhart Financial Group first reported a position in MMM in Q3 2024 and has held it in 8 quarters since. The position peaked at $836K in Q1 2026. 446 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Everhart Financial Group held 4,772 shares of 3M worth $773K as of Q2 2026.
  • Everhart Financial Group sold 986 3M shares in Q2 2026, an estimated $149K.
  • 3M made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #217 holding.
  • Everhart Financial Group first reported a position in 3M in Q3 2024 and has held it in 8 quarters since.
  • Everhart Financial Group's 3M position peaked at $836K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.