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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
Q2 		$816K Buy
5,040
+1
+0% +$152 0.12% 129
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Partners's MMM Position: Q2 2026 in Review

Summit Wealth Partners increased its 3M (MMM) stake by 0.02% in Q2 2026, buying an estimated $152 and bringing the position to 5,040 shares worth $816K. The position accounts for 0.12% of the portfolio, ranked #129.

Summit Wealth Partners first reported a position in MMM in Q4 2019 and has held it in 21 quarters since. 2,243 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Summit Wealth Partners held 5,040 shares of 3M worth $816K as of Q2 2026.
  • Summit Wealth Partners bought 1 3M share in Q2 2026, an estimated $152.
  • 3M made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Summit Wealth Partners first reported a position in 3M in Q4 2019 and has held it in 21 quarters since.
  • 2,243 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.