SWG
MMM icon

Summit Wealth Group’s 3M MMM Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-99,815
Closed -$1K – 189
2023
Q1 		$1K Buy
+99,815
New +$9.41M 0.02% 128
2021
Q4 		– Sell
-1,609
Closed -$236K – 42
2021
Q3 		$236K Buy
1,609
+1,565
+3,557% +$254K 0.37% 39
2021
Q2 		$7K Hold
44
– – 0.01% 114
2021
Q1 		$7K Buy
+44
New +$6.59K 0.01% 109

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's MMM Position: Q2 2023 in Review

Summit Wealth Group sold out of 3M (MMM) in Q2 2023, closing a stake of 99,815 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in MMM in Q1 2021 and held it in 4 quarters. The position peaked at $236K in Q3 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • Summit Wealth Group reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 99,815 3M shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in 3M in Q1 2021 and held it in 4 quarters.
  • Summit Wealth Group's 3M position peaked at $236K in Q3 2021.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.