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Summit Financial Wealth Advisors’s 3M MMM Stock Holding History

Summit Financial Wealth 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
2026
Q2 		$15.5M Buy
95,972
+3,157
+3% +$479K 1.99% 15
2026
Q1 		$13.5M Buy
92,815
+1,668
+2% +$266K 1.91% 15
2025
Q4 		$14.6M Sell
91,147
-2,303
-2% -$377K 2.09% 14
2025
Q3 		$14.6M Sell
93,450
-1,340
-1% -$207K 2.26% 13
2025
Q2 		$14.4M Sell
94,790
-1,705
-2% -$244K 2.59% 11
2025
Q1 		$14.2M Sell
96,495
-141
-0.1% -$20.7K 2.81% 10
2024
Q4 		$14.5M Buy
96,636
+510
+0.5% +$66.9K 2.84% 9
2024
Q3 		$13.1M Sell
96,126
-361
-0.4% -$44.2K 2.46% 11
2024
Q2 		$9.86M Sell
96,487
-5,112
-5% -$498K 2% 13
2024
Q1 		$9.01M Buy
101,599
+6,180
+6% +$512K 1.83% 15
2023
Q4 		$8.72M Buy
95,419
+1,669
+2% +$134K 1.98% 16
2023
Q3 		$7.3M Buy
93,750
+47,084
+101% +$4.04M 1.79% 18
2023
Q2 		$3.91M Buy
46,666
+7,481
+19% +$636K 0.9% 30
2023
Q1 		$3.44M Buy
39,185
+7,312
+23% +$690K 0.82% 30
2022
Q4 		$3.2M Sell
31,873
-5,258
-14% -$536K 0.77% 31
2022
Q3 		$3.81M Sell
37,131
-32,259
-46% -$3.54M 1.09% 27
2022
Q2 		$7.78M Buy
69,390
+956
+1% +$116K 1.86% 19
2022
Q1 		$8.52M Buy
68,434
+11,330
+20% +$1.51M 1.72% 22
2021
Q4 		$8.61M Buy
57,104
+4,401
+8% +$656K 1.67% 20
2021
Q3 		$7.73M Buy
52,703
+908
+2% +$147K 1.75% 19
2021
Q2 		$8.6M Buy
51,795
+459
+0.9% +$76.6K 1.94% 16
2021
Q1 		$7.5M Sell
51,336
-170
-0.3% -$25.4K 1.91% 15
2020
Q4 		$6.9M Buy
51,506
+96
+0.2% +$13.6K 1.88% 16
2020
Q3 		$7M Sell
51,410
-874
-2% -$118K 1.87% 15
2020
Q2 		$6.76M Buy
52,284
+229
+0.4% +$28.9K 1.8% 12
2020
Q1 		$6.12M Buy
+52,055
New +$6.85M 1.93% 11
2018
Q1 		– Sell
-17,477
Closed -$3.44M – 151
2017
Q4 		$3.44M Sell
17,477
-476
-3% -$91.6K 1.18% 24
2017
Q3 		$3.15M Sell
17,953
-10,404
-37% -$1.8M 1.15% 26
2017
Q2 		$4.94M Sell
28,357
-731
-3% -$122K 1.95% 7
2017
Q1 		$4.65M Sell
29,088
-3,260
-10% -$500K 2.03% 7
2016
Q4 		$4.83M Sell
32,348
-314
-1% -$45.3K 2.12% 7
2016
Q3 		$4.81M Sell
32,662
-9,486
-23% -$1.42M 2.08% 7
2016
Q2 		$6.17M Sell
42,148
-2,263
-5% -$319K 2.58% 7
2016
Q1 		$6.19M Sell
44,411
-927
-2% -$119K 2.71% 8
2015
Q4 		$5.71M Buy
45,338
+1,176
+3% +$151K 2.61% 8
2015
Q3 		$5.23M Buy
44,162
+1,830
+4% +$225K 3.38% 6
2015
Q2 		$5.46M Sell
42,332
-78
-0.2% -$10.5K 3.38% 4
2015
Q1 		$5.72M Sell
42,410
-1,459
-3% -$201K 3.87% 4
2014
Q4 		$6.03M Buy
+43,869
New +$5.63M 4.18% 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

Summit Financial Wealth Advisors's MMM Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its 3M (MMM) stake by 3.4% in Q2 2026, buying an estimated $479K and bringing the position to 95,972 shares worth $15.5M. The position accounts for 1.99% of the portfolio, ranked #15.

Summit Financial Wealth Advisors first reported a position in MMM in Q4 2014 and has held it in 39 quarters since. 383 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Summit Financial Wealth Advisors held 95,972 shares of 3M worth $15.5M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 3,157 3M shares in Q2 2026, an estimated $479K.
  • 3M made up 1.99% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Summit Financial Wealth Advisors first reported a position in 3M in Q4 2014 and has held it in 39 quarters since.
  • 383 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.