Merit Financial Group, LLC

Position in MMM — 3M Co

CIK 1621225 ALPHARETTA, GA

Position in MMM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,330,927

+$367,604 QoQ

Shares Held

26,749

-2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#454

of 2,198 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Merit Financial Group, LLC holds $11,635,250 across 5 Conglomerates names. MMM ranks #2 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	28,159	$6,304,796
2	MMM	3M Co This page	26,749	$4,330,927
3	VMI	Valmont Industries Inc	1,241	$716,800
4	OTTR	Otter Tail Corp	2,373	$213,518
5	FIP	FTAI Infrastructure Inc.	14,916	$69,209

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,330,927	26,749	-2.0%	Shares	Other	2026-07-20
2026-03-31	$3,963,323	27,290	+2.2%	Shares	Other	2026-04-15
2025-12-31	$4,273,065	26,690	+20.5%	Shares	Other	2026-01-26
2025-09-30	$3,437,545	22,152	+4.7%	Shares	Other	2025-11-07
2025-06-30	$3,221,398	21,160	-18.3%	Shares	Sole	2025-07-22
2025-03-31	$3,801,764	25,887	+43.8%	Shares	Sole	2025-04-09
2024-12-31	$2,324,136	18,004	+106.8%	Shares	Sole	2025-01-15
2024-09-30	$1,189,973	8,705	-40.7%	Shares	Sole	2024-10-17
2024-06-30	$1,499,740	14,676	+29.0%	Shares	Sole	2024-08-13
2024-03-31	$1,206,440	11,374	+38.0%	Shares	Sole	2024-05-06
2023-12-31	$901,343	8,245	+8.5%	Shares	Sole	2024-02-06
2023-09-30	$711,699	7,602	-11.6%	Shares	Sole	2023-11-07
2023-06-30	$860,974	8,602	+2.6%	Shares	Sole	2023-08-01
2023-03-31	$881,557	8,387	-42.2%	Shares	Sole	2023-04-24
2022-12-31	$1,739,080	14,502	+70.8%	Shares	Sole	2023-01-13
2022-09-30	$938,255	8,491	-29.2%	Shares	Sole	2022-10-31
2022-06-30	$1,552,401	11,996	+136.7%	Shares	Sole	2022-08-08
2022-03-31	$754,523	5,068	+319.9%	Shares	Sole	2022-05-13
2021-03-31	$232,564	1,207	-30.2%	Shares	Sole	2021-05-18
2020-06-30	$269,550	1,728	-1.9%	Shares	Sole	2020-08-13
2020-03-31	$240,530	1,762	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.