EP Wealth Advisors, LLC

Position in MMM — 3M Co

CIK 1540569 TORRANCE, CA

Position in MMM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,535,584

+$776,742 QoQ

Shares Held

28,013

+8.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#437

of 2,198 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $44,528,648 across 3 Conglomerates names. MMM ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	174,245	$39,013,455
2	MMM	3M Co This page	28,013	$4,535,584
3	VMI	Valmont Industries Inc	1,696	$979,609

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,535,584	28,013	+8.2%	Shares	Sole	2026-08-12
2026-03-31	$3,758,842	25,882	-9.8%	Shares	Sole	2026-05-14
2025-12-31	$4,593,749	28,693	+7.8%	Shares	Sole	2026-02-18
2025-06-30	$4,050,649	26,607	+7.2%	Shares	Sole	2025-08-14
2025-03-31	$3,643,890	24,812	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$3,117,781	24,152	+5.3%	Shares	Sole	2025-02-14
2024-09-30	$3,133,984	22,926	+58.3%	Shares	Sole	2024-11-15
2024-06-30	$1,480,426	14,487	+1.0%	Shares	Sole	2024-08-19
2024-03-31	$1,521,468	14,344	+25.9%	Shares	Sole	2024-05-14
2023-12-31	$1,245,264	11,391	+6.6%	Shares	Sole	2024-02-28
2023-09-30	$1,000,704	10,689	-99.8%	Shares	Sole	2023-11-24
2023-06-30	$1,138,975	6,496,246	+71138.6%	Shares	Sole	2023-08-14
2023-03-31	$958,497	9,119	-14.3%	Shares	Sole	2023-06-05
2022-12-31	$1,276,069	10,641	-6.4%	Shares	Sole	2023-06-12
2022-09-30	$1,256,053	11,367	+8.5%	Shares	Sole	2022-12-02
2022-06-30	$1,355,310	10,473	-7.9%	Shares	Sole	2022-08-11
2022-03-31	$1,692,914	11,371	-1.2%	Shares	Sole	2022-05-20
2021-12-31	$2,044,877	11,512	-19.3%	Shares	Sole	2022-02-17
2021-06-30	$2,834,052	14,268	-4.4%	Shares	Sole	2021-08-24
2021-03-31	$2,876,327	14,928	+73.4%	Shares	Sole	2021-05-17
2020-12-31	$1,504,942	8,610	+4.6%	Shares	Sole	2021-02-18
2020-09-30	$1,318,121	8,229	-14.6%	Shares	Sole	2020-11-17
2020-06-30	$1,503,899	9,641	-12.5%	Shares	Sole	2020-08-14
2020-03-31	$1,504,067	11,018	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.