Position in MMM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,227,763
-$221,051 QoQ
Shares Held
7,583
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#824
of 2,198 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Summit Financial, LLC holds $6,144,963 across 3 Conglomerates names. MMM ranks #3 (20.0% of the industry book) .
All Filings in MMM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,763 | 7,583 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,448,814 | 9,976 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,396,552 | 8,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,423,931 | 9,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,340,168 | 8,803 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,318,068 | 8,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $637,446 | 4,938 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $503,466 | 3,683 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $425,314 | 4,162 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $265,599 | 2,504 | Shares | Sole | 2024-04-24 | |
| 2022-09-30 | $361,776 | 3,274 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $346,689 | 2,679 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $331,406 | 2,226 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $406,595 | 2,289 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $391,712 | 2,233 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||