Position in MMM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,781,493
+$460,484 QoQ
Shares Held
11,003
+21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#703
of 2,207 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $16,715,455 across 4 Conglomerates names. MMM ranks #2 (10.7% of the industry book) .
All Filings in MMM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,493 | 11,003 | Shares | Other | 2026-08-14 | |
| 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 | $1,358,453 | 9,250 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,155,483 | 8,951 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $590,405 | 4,319 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $395,677 | 3,872 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $322,981 | 3,045 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $300,191 | 2,746 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||