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Root Financial Partners, LLC

Position in MMM — 3M Co

CIK 1977181 ENCINITAS, CA

Position in MMM

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$299,609
-$25,233 QoQ
Shares Held
2,063
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MMM Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Mar 31, 2026

Root Financial Partners, LLC holds $847,906 across 17 Conglomerates names. MMM ranks #2 (35.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MMM
3M Co
This page
2,063 $299,609

All Filings in MMM

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $299,609 2,063
2025-12-31 $324,842 2,029
2025-09-30 $301,049 1,940
2025-06-30 $223,031 1,465