Root Financial Partners’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$568K Buy
3,459
+1,230
+55% +$210K 0.02% 205
2026
Q2
$361K Buy
2,229
+166
+8% +$25.2K 0.01% 249
2026
Q1
$300K Buy
2,063
+34
+2% +$5.41K 0.01% 249
2025
Q4
$325K Buy
2,029
+89
+5% +$14.6K 0.02% 222
2025
Q3
$301K Buy
1,940
+475
+32% +$73.2K 0.02% 212
2025
Q2
$223K Buy
+1,465
New +$209K 0.02% 230

Other funds holding MMM

Root Financial Partners's MMM Position: Q3 2026 in Review

Root Financial Partners increased its 3M (MMM) stake by 55% in Q3 2026, buying an estimated $210K and bringing the position to 3,459 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #205.

Root Financial Partners first reported a position in MMM in Q2 2025 and has held it in 6 quarters since. 967 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Root Financial Partners held 3,459 shares of 3M worth $568K as of Q3 2026.
  • Root Financial Partners bought 1,230 3M shares in Q3 2026, an estimated $210K.
  • 3M made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #205 holding.
  • Root Financial Partners first reported a position in 3M in Q2 2025 and has held it in 6 quarters since.
  • 967 funds tracked by Wall St. Rank held 3M as of Q3 2026.

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