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Summit Financial Group’s 3M MMM Stock Holding History

Summit 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
2024
Q1 		$352K Buy
3,966
+132
+3% +$10.9K 0.13% 142
2023
Q4 		$350K Hold
3,834
– – 0.13% 142
2023
Q3 		$300K Sell
3,834
-539
-12% -$46.3K 0.13% 146
2023
Q2 		$366K Sell
4,373
-239
-5% -$20.3K 0.14% 140
2023
Q1 		$405K Hold
4,612
– – 0.15% 134
2022
Q4 		$463K Buy
4,612
+538
+13% +$54.9K 0.18% 124
2022
Q3 		$377K Hold
4,074
– – 0.16% 138
2022
Q2 		$440K Buy
4,074
+359
+10% +$43.4K 0.17% 131
2022
Q1 		$463K Buy
3,715
+72
+2% +$9.57K 0.16% 130
2021
Q4 		$541K Hold
3,643
– – 0.18% 123
2021
Q3 		$535K Hold
3,643
– – 0.19% 123
2021
Q2 		$605K Buy
3,643
+1,555
+74% +$259K 0.23% 108
2021
Q1 		$336K Hold
2,088
– – 0.14% 133
2020
Q4 		$305K Sell
2,088
-48
-2% -$6.81K 0.13% 127
2020
Q3 		$286K Hold
2,136
– – 0.14% 124
2020
Q2 		$279K Hold
2,136
– – 0.15% 117
2020
Q1 		$244K Hold
2,136
– – 0.15% 118
2019
Q4 		$315K Hold
2,136
– – 0.15% 117
2019
Q3 		$294K Sell
2,136
-1,214
-36% -$170K 0.15% 122
2019
Q2 		$486K Hold
3,350
– – 0.22% 102
2019
Q1 		$582K Hold
3,350
– – 0.45% 65
2018
Q4 		$534K Sell
3,350
-197
-6% -$32.7K 0.45% 65
2018
Q3 		$625K Sell
3,547
-1,752
-33% -$302K 0.47% 63
2018
Q2 		$872K Sell
5,299
-120
-2% -$20.5K 0.68% 51
2018
Q1 		$995K Buy
5,419
+1,465
+37% +$290K 0.78% 46
2017
Q4 		$779K Hold
3,954
– – 0.64% 52
2017
Q3 		$694K Buy
3,954
+443
+13% +$76.8K 0.58% 56
2017
Q2 		$611K Buy
+3,511
New +$587K 0.53% 58

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial Group's MMM Position: Q1 2024 in Review

Summit Financial Group increased its 3M (MMM) stake by 3.4% in Q1 2024, buying an estimated $10.9K and bringing the position to 3,966 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #142.

Summit Financial Group first reported a position in MMM in Q2 2017 and has held it in 28 quarters since. The position peaked at $995K in Q1 2018. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Summit Financial Group held 3,966 shares of 3M worth $352K as of Q1 2024.
  • Summit Financial Group bought 132 3M shares in Q1 2024, an estimated $10.9K.
  • 3M made up 0.13% of Summit Financial Group's portfolio in Q1 2024, its #142 holding.
  • Summit Financial Group first reported a position in 3M in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's 3M position peaked at $995K in Q1 2018.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.