SEC 13F Intelligence

Summit Financial Wealth Advisors, LLC / MMM

Summit Financial Wealth Advisors, LLC’s 3m Co Position

Does Summit Financial Wealth Advisors, LLC own 3m Co (MMM)? Yes — 92.8K shares worth $13M (+1.91% of its 13F portfolio) as of Q1 2026, up from 91.1K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
92.8K
% of Portfolio
+1.91%
Quarters Held
24
currently held

Position History MMM

Reported value by quarter
Q1 ’20: $6MQ1 ’20Q2 ’20: $7MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $8MQ3 ’21Q4 ’21: $9MQ1 ’22: $9MQ2 ’22: $8MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $7MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $10MQ3 ’24: $13MQ3 ’24Q4 ’24: $14MQ1 ’25: $14MQ3 ’25: $15MQ3 ’25Q4 ’25: $15MQ1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202692.8K$13M+1.91%
Q4 202591.1K$15M+2.09%
Q3 202593.5K$15M+2.26%
Q1 202596.5K$14M+2.81%
Q4 202496.6K$14M+2.84%
Q3 202496.1K$13M+2.46%
Q2 202496.5K$10M+2.00%
Q1 202484.9K$9M+1.83%
Q4 202379.8K$9M+1.98%
Q3 202378.4K$7M+1.79%
Q2 202339.0K$4M+0.90%
Q1 202332.8K$3M+0.82%
Q4 202226.6K$3M+0.77%
Q3 202231.0K$4M+1.09%
Q2 202258.0K$8M+1.86%
Q1 202257.2K$9M+1.72%
Q4 202147.7K$9M+1.67%
Q3 202144.1K$8M+1.75%
Q2 202143.3K$9M+1.94%
Q1 202142.9K$8M+1.91%
Q4 202043.1K$7M+1.88%
Q3 202043.0K$7M+1.87%
Q2 202043.7K$7M+1.80%
Q1 202043.5K$6M+1.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Wealth Advisors, LLC’s full portfolio or all institutional holders of MMM.