Summit Wealth Group (Colorado)
MMM icon

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
Q3 		$1.02M Buy
6,199
+2,334
+60% +$398K 0.06% 164
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 – 581
2025
Q2 		$295K Buy
+1,937
New +$277K 0.07% 181

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MMM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its 3M (MMM) stake by 60% in Q3 2026, buying an estimated $398K and bringing the position to 6,199 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #164.

Summit Wealth Group (Colorado) first reported a position in MMM in Q2 2025 and has held it in 5 quarters since. 1,677 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,199 shares of 3M worth $1.02M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 2,334 3M shares in Q3 2026, an estimated $398K.
  • 3M made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #164 holding.
  • Summit Wealth Group (Colorado) first reported a position in 3M in Q2 2025 and has held it in 5 quarters since.
  • 1,677 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.