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Peak Financial Advisors’s 3M MMM Stock Holding History

Peak Financial Advisors’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
2025
Q3 		– Sell
-18,052
Closed -$2.75M – 97
2025
Q2 		$2.75M Sell
18,052
-4,434
-20% -$634K 1.41% 16
2025
Q1 		$3.3M Buy
22,486
+90
+0.4% +$13.2K 1.68% 12
2024
Q4 		$2.89M Buy
+22,396
New +$2.94M 1.5% 24

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Peak Financial Advisors's MMM Position: Q3 2025 in Review

Peak Financial Advisors sold out of 3M (MMM) in Q3 2025, closing a stake of 18,052 shares — an estimated $2.75M sold.

Peak Financial Advisors first reported a position in MMM in Q4 2024 and held it in 3 quarters. The position peaked at $3.3M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold MMM as of Q3 2025.

  • Peak Financial Advisors reported no remaining 3M position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 18,052 3M shares in Q3 2025, an estimated $2.75M.
  • Peak Financial Advisors first reported a position in 3M in Q4 2024 and held it in 3 quarters.
  • Peak Financial Advisors's 3M position peaked at $3.3M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held 3M as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.