Position in MMM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,321,009
-$395,902 QoQ
Shares Held
9,096
-15.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Modern Wealth Management, LLC holds $32,084,077 across 4 Conglomerates names. MMM ranks #2 (4.1% of the industry book) .
All Filings in MMM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,321,009 | 9,096 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,716,911 | 10,724 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,664,768 | 10,728 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,427,553 | 9,377 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,355,810 | 9,232 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,173,686 | 9,092 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $590,407 | 4,319 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $395,577 | 3,871 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $271,205 | 3,058 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $250,997 | 2,746 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||