Position in MMM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,663,934
+$472,253 QoQ
Shares Held
34,982
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#381
of 2,198 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Derivatives in MMM
reported options exposure · as of Mar 31, 2025CallValue
$44,058
CallShares
300
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, 2026Concurrent Investment Advisors, LLC holds $20,910,457 across 3 Conglomerates names. MMM ranks #3 (27.1% of the industry book) .
All Filings in MMM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,663,934 | 34,982 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,191,681 | 35,748 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,596,935 | 34,959 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,010,627 | 25,845 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,377,204 | 28,752 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $44,058 | 300 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $4,329,139 | 29,478 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,047,608 | 46,848 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,074,070 | 29,803 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,280,503 | 32,102 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,530,724 | 23,859 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,025,918 | 18,532 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||