AE Wealth Management LLC

Position in MMM — 3M Co

CIK 1697723 TOPEKA, KS

Back to MMM Full portfolio

Position in MMM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,509,864

+$524,099 QoQ

Shares Held

21,678

+5.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#497

of 2,198 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MMM Over Time

Shares Held

Position Value (USD)

Derivatives in MMM

reported options exposure · as of Mar 31, 2021

CallValue

$7,000

CallShares

837

PutValue

PutShares

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, 2026

AE Wealth Management LLC holds $11,973,506 across 4 Conglomerates names. MMM ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	31,552	$7,064,460
2	MMM	3M Co This page	21,678	$3,509,864
3	VMI	Valmont Industries Inc	2,030	$1,172,526
4	OTTR	Otter Tail Corp	2,519	$226,656

All Filings in MMM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,509,864	21,678	+5.4%	Shares	Other	2026-08-03
2026-03-31	$2,985,765	20,559	+4.3%	Shares	Other	2026-05-13
2025-12-31	$3,155,716	19,711	-66.2%	Shares	Other	2026-01-26
2025-09-30	$9,044,957	58,287	+4.7%	Shares	Other	2025-11-03
2025-06-30	$8,473,214	55,657	-13.8%	Shares	Other	2025-08-06
2025-03-31	$9,480,981	64,558	+150.6%	Shares	Other	2025-05-06
2024-12-31	$3,325,612	25,762	+6.5%	Shares	Other	2025-02-13
2024-09-30	$3,308,137	24,200	-0.5%	Shares	Other	2024-11-14
2024-06-30	$2,485,462	24,322	+6.9%	Shares	Other	2024-08-12
2024-03-31	$2,413,833	22,757	-81.6%	Shares	Other	2024-05-15
2023-12-31	$13,548,576	123,935	+13.1%	Shares	Sole	2024-02-14
2023-09-30	$10,262,531	109,619	+10.0%	Shares	Sole	2023-10-11
2023-06-30	$9,977,572	99,686	+56.1%	Shares	Sole	2023-07-10
2023-03-31	$6,714,320	63,879	+15.9%	Shares	Sole	2023-04-14
2022-12-31	$6,611,432	55,132	+1.4%	Shares	Sole	2023-01-31
2022-09-30	$6,007,774	54,369	+16.2%	Shares	Sole	2022-10-25
2022-06-30	$6,053,409	46,777	+16.1%	Shares	Sole	2022-08-03
2022-03-31	$6,000,905	40,307	+8.1%	Shares	Sole	2022-04-18
2021-12-31	$6,622,225	37,281	+3.7%	Shares	Sole	2022-01-20
2021-09-30	$6,304,242	35,938	+3.4%	Shares	Sole	2021-11-01
2021-06-30	$6,906,762	34,772	-15.7%	Shares	Sole	2021-07-21
2021-03-31	$7,000	700	—	Call	Sole	2021-04-27
2021-03-31	$7,948,629	41,253	+27.7%	Shares	Sole	2021-04-27
2020-12-31	$5,646,591	32,305	-21.0%	Shares	Sole	2021-02-01
2020-09-30	$6,552,324	40,906	+8.1%	Shares	Sole	2020-11-06
2020-06-30	$5,901,412	37,832	+18.4%	Shares	Sole	2020-08-05
2020-03-31	$4,360,812	31,945	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.