Summit Financial Strategies’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Sell |
1,508
-72
| -5% | -$10.9K | 0.02% | 141 |
|
|
2026
Q1 | $229K | Hold |
1,580
| – | – | 0.02% | 146 |
|
|
2025
Q4 | $253K | Hold |
1,580
| – | – | 0.02% | 139 |
|
|
2025
Q3 | $245K | Hold |
1,580
| – | – | 0.02% | 128 |
|
|
2025
Q2 | $240K | Buy |
1,580
+26
| +2% | +$3.72K | 0.02% | 132 |
|
|
2025
Q1 | $228K | Hold |
1,554
| – | – | 0.02% | 127 |
|
|
2024
Q4 | $201K | Hold |
1,554
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $212K | Buy |
+1,554
| New | +$190K | 0.02% | 137 |
|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$211K | – | 127 |
|
|
2022
Q4 | $211K | Sell |
2,100
-1,615
| -43% | -$165K | 0.05% | 109 |
|
|
2022
Q3 | $343K | Buy |
3,715
+981
| +36% | +$108K | 0.08% | 81 |
|
|
2022
Q2 | $296K | Sell |
2,734
-1,780
| -39% | -$215K | 0.07% | 88 |
|
|
2022
Q1 | $562K | Sell |
4,514
-5,538
| -55% | -$736K | 0.11% | 57 |
|
|
2021
Q4 | $1.49M | Sell |
10,052
-5,678
| -36% | -$846K | 0.29% | 28 |
|
|
2021
Q3 | $2.31M | Buy |
15,730
+3
| +0% | +$486 | 0.44% | 23 |
|
|
2021
Q2 | $2.61M | Buy |
+15,727
| New | +$2.62M | 0.52% | 18 |
|
|
2021
Q1 | – | Sell |
-1,377
| Closed | -$201K | – | 69 |
|
|
2020
Q4 | $201K | Buy |
+1,377
| New | +$195K | 0.07% | 81 |
|
|
2020
Q1 | – | Sell |
-1,379
| Closed | -$203K | – | 63 |
|
|
2019
Q4 | $203K | Sell |
1,379
-318
| -19% | -$44.5K | 0.1% | 59 |
|
|
2019
Q3 | $233K | Buy |
1,697
+200
| +13% | +$28K | 0.11% | 52 |
|
|
2019
Q2 | $217K | Sell |
1,497
-92
| -6% | -$14.2K | 0.11% | 53 |
|
|
2019
Q1 | $276K | Hold |
1,589
| – | – | 0.14% | 43 |
|
|
2018
Q4 | $253K | Sell |
1,589
-56
| -3% | -$9.3K | 0.14% | 47 |
|
|
2018
Q3 | $290K | Buy |
1,645
+56
| +4% | +$9.65K | 0.13% | 40 |
|
|
2018
Q2 | $261K | Hold |
1,589
| – | – | 0.13% | 41 |
|
|
2018
Q1 | $292K | Buy |
1,589
+1
| +0.1% | +$198 | 0.15% | 37 |
|
|
2017
Q4 | $313K | Hold |
1,588
| – | – | 0.16% | 36 |
|
|
2017
Q3 | $279K | Sell |
1,588
-372
| -19% | -$64.5K | 0.16% | 35 |
|
|
2017
Q2 | $341K | Buy |
1,960
+253
| +15% | +$42.3K | 0.21% | 32 |
|
|
2017
Q1 | $273K | Hold |
1,707
| – | – | 0.2% | 28 |
|
|
2016
Q4 | $255K | Buy |
1,707
+2
| +0.1% | +$289 | 0.17% | 32 |
|
|
2016
Q3 | $251K | Buy |
1,705
+119
| +8% | +$17.8K | 0.18% | 32 |
|
|
2016
Q2 | $232K | Buy |
+1,586
| New | +$224K | 0.17% | 35 |
|
Other funds holding MMM
PCM
FWIA
Summit Financial Strategies's MMM Position: Q2 2026 in Review
Summit Financial Strategies reduced its 3M (MMM) stake by 4.6% in Q2 2026, selling an estimated $10.9K and leaving 1,508 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #141.
Summit Financial Strategies first reported a position in MMM in Q2 2016 and has held it in 31 quarters since. The position peaked at $2.61M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold MMM as of Q2 2026.
- Summit Financial Strategies held 1,508 shares of 3M worth $244K as of Q2 2026.
- Summit Financial Strategies sold 72 3M shares in Q2 2026, an estimated $10.9K.
- 3M made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #141 holding.
- Summit Financial Strategies first reported a position in 3M in Q2 2016 and has held it in 31 quarters since.
- Summit Financial Strategies's 3M position peaked at $2.61M in Q2 2021.
- 1,028 funds tracked by Wall St. Rank held 3M as of Q2 2026.
Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.