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Summit Financial Wealth Advisors, LLC → MMM

Summit Financial Wealth Advisors, LLC MMM Position History

3M Company • Industrials

Quarters held
4
Latest value
$15.2M
Q3 2026
Peak value
$15.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.6M
Q1 2026$13.5M
Q2 2026$15.5M
Q3 2026$15.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.2M92.7K——
Q2 2026$15.5M96.0K——
Q1 2026$13.5M92.8K——
Q4 2025$14.6M91.1K——

Other funds holding MMM

Other Summit Financial Wealth Advisors, LLC positions

VGES

VANGUARD WHITEHALL FDS

$69.9M
VGES

VANGUARD WHITEHALL FDS

$65.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$63.8M
VGES

VANGUARD INDEX FDS

$61.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$61M
VGES

VANGUARD WHITEHALL FDS

$60.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$59M
VGES

VANGUARD INDEX FDS

$58.5M