Position in MMM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,417,562
+$4,727,017 QoQ
Shares Held
231,101
+2.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#145
of 2,198 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Derivatives in MMM
reported options exposure · as of Mar 31, 2021CallValue
$23,268
CallShares
598
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Conglomerates
Industrials · as of Jun 30, 2026Creative Planning holds $103,258,386 across 15 Conglomerates names. MMM ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
171,262 | $38,345,561 | |
| 2 | MMM |
3M Co
This page
|
231,101 | $37,417,562 | |
| 3 | VMI |
Valmont Industries Inc
|
13,985 | $8,077,736 | |
| 4 | GHC |
Graham Holdings Co
|
5,450 | $6,220,738 | |
| 5 | SEB |
Seaboard Corp /De/
|
1,266 | $5,651,841 | |
| 6 | BBUC |
Brookfield Business Corp
|
75,833 | $2,263,614 | |
| 7 | DLX |
Deluxe Corp
|
87,391 | $2,086,896 | |
| 8 | TTI |
Tetra Technologies Inc
|
101,165 | $1,146,198 |
All Filings in MMM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,417,562 | 231,101 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $32,690,545 | 225,095 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $36,073,411 | 225,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,344,186 | 201,986 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,413,704 | 180,069 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $27,043,680 | 184,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,092,788 | 163,396 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,947,634 | 153,238 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $15,508,650 | 151,763 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $14,973,266 | 141,164 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,957,661 | 145,972 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,238,055 | 141,402 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $12,792,603 | 127,811 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $14,538,181 | 138,314 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,450,405 | 145,517 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,819,068 | 143,159 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,615,572 | 151,577 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,987,436 | 134,252 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,628,176 | 116,130 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,437,615 | 127,908 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $26,897,084 | 135,413 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $25,348,020 | 131,555 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $23,268 | 500 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $23,523,590 | 134,582 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $20,452,428 | 127,684 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $16,783,897 | 107,596 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $15,122,305 | 110,778 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||