Position in MMM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$243,026
+$18,065 QoQ
Shares Held
1,501
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,719
of 2,198 holders
Holding Since
Mar 2020
21 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, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $3,859,741 across 3 Conglomerates names. MMM ranks #2 (6.3% of the industry book) .
All Filings in MMM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,026 | 1,501 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $224,961 | 1,549 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $248,315 | 1,551 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $205,676 | 1,351 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $249,370 | 2,351 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $328,069 | 3,001 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $280,953 | 3,001 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $325,392 | 3,251 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $367,990 | 3,501 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $419,720 | 3,500 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $414,374 | 3,750 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,025,056 | 7,921 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $579,143 | 3,890 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $690,980 | 3,890 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $682,383 | 3,890 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $782,602 | 3,940 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $759,159 | 3,940 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $688,672 | 3,940 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $647,127 | 4,040 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $634,879 | 4,070 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $555,595 | 4,070 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||