LFG
MMM icon

Leverty Financial Group’s 3M MMM Stock Holding History

Leverty 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 		$3.04M Sell
18,754
-370
-2% -$56.1K 0.59% 16
2026
Q1 		$2.78M Buy
19,124
+197
+1% +$31.4K 0.61% 15
2025
Q4 		$3.03M Buy
18,927
+61
+0.3% +$9.97K 0.72% 12
2025
Q3 		$2.93M Buy
18,866
+93
+0.5% +$14.3K 0.76% 12
2025
Q2 		$2.86M Sell
18,773
-985
-5% -$141K 0.85% 13
2025
Q1 		$2.9M Buy
19,758
+2,609
+15% +$383K 1.19% 11
2024
Q4 		$2.21M Sell
17,149
-350
-2% -$45.9K 1.13% 9
2024
Q3 		$2.39M Sell
17,499
-2,615
-13% -$320K 1.31% 9
2024
Q2 		$2.06M Sell
20,114
-6,212
-24% -$606K 1.22% 11
2024
Q1 		$2.33M Buy
26,326
+1,533
+6% +$127K 1.39% 10
2023
Q4 		$2.27M Sell
24,793
-5,847
-19% -$469K 1.44% 10
2023
Q3 		$2.4M Buy
30,640
+4,054
+15% +$348K 1.74% 9
2023
Q2 		$2.22M Sell
26,586
-3,235
-11% -$275K 1.62% 8
2023
Q1 		$2.62M Buy
29,821
+4,633
+18% +$437K 2.06% 8
2022
Q4 		$2.53M Sell
25,188
-11,215
-31% -$1.14M 2.16% 8
2022
Q3 		$3.36M Sell
36,403
-424
-1% -$46.5K 3.25% 6
2022
Q2 		$3.98M Buy
36,827
+1,253
+4% +$151K 3.71% 5
2022
Q1 		$4.43M Sell
35,574
-4,604
-11% -$612K 3.49% 5
2021
Q4 		$5.97M Buy
+40,178
New +$5.99M 4.6% 3

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Leverty Financial Group reduced its 3M (MMM) stake by 1.9% in Q2 2026, selling an estimated $56.1K and leaving 18,754 shares worth $3.04M. The position accounts for 0.59% of the portfolio, ranked #16.

Leverty Financial Group first reported a position in MMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.97M in Q4 2021. 383 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Leverty Financial Group held 18,754 shares of 3M worth $3.04M as of Q2 2026.
  • Leverty Financial Group sold 370 3M shares in Q2 2026, an estimated $56.1K.
  • 3M made up 0.59% of Leverty Financial Group's portfolio in Q2 2026, its #16 holding.
  • Leverty Financial Group first reported a position in 3M in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's 3M position peaked at $5.97M in Q4 2021.
  • 383 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.