Waverly Advisors, LLC

Position in MMM — 3M Co

CIK 1568787 BIRMINGHAM, AL

Position in MMM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,651,998

+$480,557 QoQ

Shares Held

28,732

+0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#431

of 2,198 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $18,383,087 across 4 Conglomerates names. MMM ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	58,669	$13,135,989
2	MMM	3M Co This page	28,732	$4,651,998
3	VMI	Valmont Industries Inc	641	$370,241
4	GHC	Graham Holdings Co	197	$224,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,651,998	28,732	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$4,171,441	28,723	-3.7%	Shares	Sole	2026-05-15
2025-12-31	$4,774,982	29,825	+9.8%	Shares	Sole	2026-02-17
2025-09-30	$4,213,292	27,151	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$4,243,537	27,874	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$4,229,127	28,797	+8.9%	Shares	Sole	2025-05-15
2024-12-31	$3,413,526	26,443	+22.5%	Shares	Sole	2025-02-14
2024-09-30	$2,950,669	21,585	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$2,220,383	21,728	+269.2%	Shares	Sole	2024-08-14
2024-03-31	$624,221	5,885	+36.4%	Shares	Sole	2024-05-15
2023-12-31	$471,606	4,314	+63.2%	Shares	Sole	2024-02-14
2023-09-30	$247,437	2,643	-92.3%	Shares	Other	2023-11-14
2023-06-30	$3,454,006	34,509	+1337.3%	Shares	Sole	2023-08-15
2023-03-31	$252,369	2,401	+1.4%	Shares	Sole	2023-05-16
2022-12-31	$283,850	2,367	-67.5%	Shares	Other	2023-02-15
2022-09-30	$803,887	7,275	+321.7%	Shares	Sole	2022-11-15
2022-06-30	$223,232	1,725	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$256,520	1,723	-1.5%	Shares	Sole	2022-05-17
2021-12-31	$310,852	1,750	-29.7%	Shares	Other	2022-02-15
2021-09-30	$436,620	2,489	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$495,184	2,493	+66.6%	Shares	Sole	2021-08-17
2021-03-31	$288,249	1,496	-1.6%	Shares	Sole	2021-05-24
2020-12-31	$265,855	1,521	+2.6%	Shares	Sole	2021-02-16
2020-09-30	$237,547	1,483	+1.7%	Shares	Sole	2020-11-02
2020-06-30	$227,433	1,458	-3.8%	Shares	Sole	2020-08-17
2020-03-31	$206,949	1,516	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.