Trek Financial’s 3M MMM Stock Holding History

Trek Financial’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	$2.37M	Buy	14,632 +1,340	+10%	+$203K	0.12%	161
2026 Q1	$1.93M	Buy	13,292 +1,923	+17%	+$306K	0.1%	176
2025 Q4	$1.82M	Buy	11,369 +1,558	+16%	+$255K	0.11%	180
2025 Q3	$1.52M	Buy	+9,811	New	+$1.51M	0.09%	197
2022 Q2	–	Sell	-4,961	Closed	-$618K	–	246
2022 Q1	$618K	Buy	4,961 +730	+17%	+$97.1K	0.05%	122
2021 Q4	$628K	Sell	4,231 -540	-11%	-$80.4K	0.06%	102
2021 Q3	$700K	Buy	+4,771	New	+$773K	0.07%	82

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trek Financial's MMM Position: Q2 2026 in Review

Trek Financial increased its 3M (MMM) stake by 10% in Q2 2026, buying an estimated $203K and bringing the position to 14,632 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #161.

Trek Financial first reported a position in MMM in Q3 2021 and has held it in 7 quarters since. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Trek Financial held 14,632 shares of 3M worth $2.37M as of Q2 2026.
Trek Financial bought 1,340 3M shares in Q2 2026, an estimated $203K.
3M made up 0.12% of Trek Financial's portfolio in Q2 2026, its #161 holding.
Trek Financial first reported a position in 3M in Q3 2021 and has held it in 7 quarters since.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.