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Summit Wealth Group (Colorado)’s 3M MMM Stock Holding History

Summit Wealth Group (Colorado)’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 		$626K Buy
3,865
+1,599
+71% +$242K 0.05% 184
2026
Q1 		$329K Buy
2,266
+207
+10% +$33K 0.03% 241
2025
Q4 		$330K Buy
+2,059
New +$337K 0.04% 200
2025
Q3 		– Sell
-1,937
Closed -$295K – 388
2025
Q2 		$295K Buy
+1,937
New +$277K 0.07% 181

Other funds holding MMM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MMM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its 3M (MMM) stake by 71% in Q2 2026, buying an estimated $242K and bringing the position to 3,865 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #184.

Summit Wealth Group (Colorado) first reported a position in MMM in Q2 2025 and has held it in 4 quarters since. 907 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,865 shares of 3M worth $626K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1,599 3M shares in Q2 2026, an estimated $242K.
  • 3M made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #184 holding.
  • Summit Wealth Group (Colorado) first reported a position in 3M in Q2 2025 and has held it in 4 quarters since.
  • 907 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.