Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Summit Financial's MMM Position: Q1 2026 in Review

Summit Financial increased its 3M (MMM) stake by 14% in Q1 2026, buying an estimated $200K and bringing the position to 9,976 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #663.

Summit Financial first reported a position in MMM in Q3 2021 and has held it in 14 quarters since. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Summit Financial held 9,976 shares of 3M worth $1.45M as of Q1 2026.
  • Summit Financial bought 1,253 3M shares in Q1 2026, an estimated $200K.
  • 3M made up 0.02% of Summit Financial's portfolio in Q1 2026, its #663 holding.
  • Summit Financial first reported a position in 3M in Q3 2021 and has held it in 14 quarters since.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.