Position in MMM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,074,272
+$110,091 QoQ
Shares Held
6,635
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#874
of 2,196 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026MONTAG A & ASSOCIATES INC holds $2,939,420 across 3 Conglomerates names. MMM ranks #2 (36.5% of the industry book) .
All Filings in MMM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,272 | 6,635 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $964,181 | 6,639 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,062,903 | 6,639 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,032,102 | 6,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,028,076 | 6,753 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,052,545 | 7,167 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $924,929 | 7,165 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $984,240 | 7,200 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $760,497 | 7,442 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $794,676 | 7,492 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $886,366 | 8,108 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $754,202 | 8,056 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $806,325 | 8,056 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $874,725 | 8,322 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,049,420 | 8,751 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,598,849 | 23,519 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,676,616 | 36,138 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,322,906 | 35,753 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,378,694 | 35,910 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,325,818 | 36,061 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,166,570 | 36,080 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,960,758 | 36,126 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,596,750 | 37,741 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,124,163 | 38,233 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,918,415 | 37,941 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $5,023,704 | 36,801 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||