Position in MMM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$699,863
-$76,461 QoQ
Shares Held
4,819
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Cassaday & Co Wealth Management LLC holds $2,056,778 across 4 Conglomerates names. MMM ranks #2 (34.0% of the industry book) .
All Filings in MMM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $699,863 | 4,819 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $776,324 | 4,849 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $747,812 | 4,819 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $732,731 | 4,813 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $707,277 | 4,816 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $644,417 | 4,992 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $657,116 | 4,807 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $508,804 | 4,979 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $433,060 | 4,883 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $465,798 | 5,096 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $436,084 | 5,571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $450,321 | 5,381 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $450,935 | 5,131 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $516,979 | 5,156 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||