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Summit Financial’s 3M MMM Stock Holding History

Summit Financial’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 		$1.23M Sell
7,583
-2,393
-24% -$363K 0.01% 779
2026
Q1 		$1.45M Buy
9,976
+1,253
+14% +$200K 0.02% 663
2025
Q4 		$1.4M Sell
8,723
-453
-5% -$74.1K 0.02% 568
2025
Q3 		$1.42M Buy
9,176
+373
+4% +$57.5K 0.02% 555
2025
Q2 		$1.34M Sell
8,803
-172
-2% -$24.6K 0.03% 358
2025
Q1 		$1.32M Buy
8,975
+4,037
+82% +$593K 0.04% 322
2024
Q4 		$637K Buy
4,938
+1,255
+34% +$165K 0.02% 404
2024
Q3 		$504K Sell
3,683
-479
-12% -$58.6K 0.02% 371
2024
Q2 		$425K Buy
4,162
+1,167
+39% +$114K 0.02% 356
2024
Q1 		$266K Buy
+2,995
New +$248K 0.02% 334
2022
Q4 		– Sell
-3,916
Closed -$362K – 261
2022
Q3 		$362K Buy
3,916
+712
+22% +$78.1K 0.03% 197
2022
Q2 		$347K Buy
3,204
+542
+20% +$65.5K 0.03% 184
2022
Q1 		$331K Sell
2,662
-76
-3% -$10.1K 0.03% 210
2021
Q4 		$407K Buy
2,738
+67
+3% +$9.98K 0.03% 184
2021
Q3 		$392K Buy
+2,671
New +$433K 0.03% 166

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's MMM Position: Q2 2026 in Review

Summit Financial reduced its 3M (MMM) stake by 24% in Q2 2026, selling an estimated $363K and leaving 7,583 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #779.

Summit Financial first reported a position in MMM in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.45M in Q1 2026. 2,241 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Summit Financial held 7,583 shares of 3M worth $1.23M as of Q2 2026.
  • Summit Financial sold 2,393 3M shares in Q2 2026, an estimated $363K.
  • 3M made up 0.01% of Summit Financial's portfolio in Q2 2026, its #779 holding.
  • Summit Financial first reported a position in 3M in Q3 2021 and has held it in 15 quarters since.
  • Summit Financial's 3M position peaked at $1.45M in Q1 2026.
  • 2,241 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.