Position in MMM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$63,619,134
+$9,175,457 QoQ
Shares Held
392,929
+4.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#93
of 2,198 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Derivatives in MMM
reported options exposure · as of Jun 30, 2024CallValue
$1,970
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 Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $109,859,584 across 12 Conglomerates names. MMM ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
This page
|
392,929 | $63,619,134 | |
| 2 | HON |
Honeywell International Inc
|
155,212 | $34,751,966 | |
| 3 | VMI |
Valmont Industries Inc
|
8,848 | $5,110,604 | |
| 4 | OTTR |
Otter Tail Corp
|
16,655 | $1,498,616 | |
| 5 | SEB |
Seaboard Corp /De/
|
223 | $995,545 | |
| 6 | FBYD |
Falcon's Beyond Global, Inc.
|
51,118 | $916,034 | |
| 7 | MATW |
Matthews International Corp
|
29,545 | $795,351 | |
| 8 | DLX |
Deluxe Corp
|
31,578 | $754,082 |
All Filings in MMM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,619,134 | 392,929 | Shares | Sole | 2026-07-15 | |
| 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 | |
| 2024-09-30 | $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 | $1,970 | 200 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $22,555,681 | 212,649 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,791,166 | 245,071 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,126,861 | 268,392 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,266,838 | 22,648 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,297,874 | 59,917 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $227,786 | 1,530 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $308,365 | 1,736 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||