Position in MMM
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$54,443,677
-$48,587,557 QoQ
Shares Held
374,879
-41.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0.8946886862160858.ToString("F0")%
Shared 0.ToString("F0")%
None 99.10531131378391.ToString("F0")%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Derivatives in MMM
reported options exposure · as of Jun 30, 2024CallValue
$20,438
CallShares
200
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $125,819,193 across 12 Conglomerates names. MMM ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
279,752 | $63,232,344 | |
| 2 | MMM |
3M Co
This page
|
374,879 | $54,443,677 | |
| 3 | VMI |
Valmont Industries Inc
|
7,733 | $3,089,874 | |
| 4 | OTTR |
Otter Tail Corp
|
15,833 | $1,389,662 | |
| 5 | DLX |
Deluxe Corp
|
30,311 | $834,764 | |
| 6 | MATW |
Matthews International Corp
|
29,163 | $752,988 | |
| 7 | FBYD |
Falcon's Beyond Global, Inc.
|
51,032 | $719,551 | |
| 8 | GHC |
Graham Holdings Co
|
455 | $481,053 |
All Filings in MMM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,443,677 | 374,879 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $103,031,234 | 643,543 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $97,813,678 | 630,324 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $126,739,038 | 832,495 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $87,881,170 | 598,401 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $34,942,726 | 270,685 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $28,977,392 | 211,978 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $21,285,972 | 208,298 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $20,438 | 200 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $18,859,265 | 212,649 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $22,400,641 | 245,071 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,009,081 | 268,392 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,895,349 | 22,648 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,265,781 | 59,917 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $190,456 | 1,530 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $257,830 | 1,736 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||