SWP
MMM icon

Summit Wealth Partners’s 3M MMM Stock Holding History

Summit Wealth Partners’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
Q1 		$732K Buy
5,039
+2,257
+81% +$359K 0.12% 126
2025
Q4 		$445K Hold
2,782
– – 0.08% 133
2025
Q3 		$432K Buy
2,782
+1
+0% +$154 0.08% 143
2025
Q2 		$423K Sell
2,781
-336
-11% -$48K 0.08% 145
2025
Q1 		$458K Buy
3,117
+1
+0% +$147 0.09% 131
2024
Q4 		$402K Buy
3,116
+1
+0% +$131 0.08% 139
2024
Q3 		$426K Buy
3,115
+1,139
+58% +$139K 0.08% 155
2024
Q2 		$202K Buy
+1,976
New +$193K 0.04% 217
2022
Q4 		– Sell
-2,362
Closed -$218K – 178
2022
Q3 		$218K Hold
2,362
– – 0.06% 147
2022
Q2 		$256K Hold
2,362
– – 0.07% 135
2022
Q1 		$294K Hold
2,362
– – 0.07% 130
2021
Q4 		$351K Sell
2,362
-209
-8% -$31.1K 0.08% 116
2021
Q3 		$377K Sell
2,571
-522
-17% -$84.6K 0.09% 106
2021
Q2 		$514K Buy
3,093
+864
+39% +$144K 0.12% 92
2021
Q1 		$359K Buy
2,229
+10
+0.5% +$1.5K 0.09% 108
2020
Q4 		$324K Hold
2,219
– – 0.09% 109
2020
Q3 		$297K Buy
2,219
+87
+4% +$11.7K 0.09% 119
2020
Q2 		$278K Sell
2,132
-429
-17% -$54.1K 0.09% 116
2020
Q1 		$292K Buy
2,561
+240
+10% +$31.6K 0.12% 87
2019
Q4 		$342K Buy
+2,321
New +$325K 0.12% 84

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Partners's MMM Position: Q1 2026 in Review

Summit Wealth Partners increased its 3M (MMM) stake by 81% in Q1 2026, buying an estimated $359K and bringing the position to 5,039 shares worth $732K. The position accounts for 0.12% of the portfolio, ranked #126.

Summit Wealth Partners first reported a position in MMM in Q4 2019 and has held it in 20 quarters since. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Summit Wealth Partners held 5,039 shares of 3M worth $732K as of Q1 2026.
  • Summit Wealth Partners bought 2,257 3M shares in Q1 2026, an estimated $359K.
  • 3M made up 0.12% of Summit Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Summit Wealth Partners first reported a position in 3M in Q4 2019 and has held it in 20 quarters since.
  • 2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.