3M Co.-W/IMMM 13F holders, Q1 2024 (March 31) 30 holders
$105.91 avg. 13F price*
At the end of Q1 2024 , 30 institutions reported holding 3M Co.-W/I (MMM) in their 13F filings. The largest holders were Windle Wealth, LLC ($6.5M), Kinloch Capital, LLC ($3.6M) and Lakeside Advisors, INC. ($3.5M).
Company 3M Co.-W/I
CUSIP 88579Y119
Latest filing quarter Q1 2024
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 28 $34.0M Exits 0 $0
Ownership 30 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Windle Wealth, LLC 4.11% New 60,847 $6.5M Kinloch Capital, LLC 1.87% New 34,374 $3.6M Lakeside Advisors, INC. 2.21% New 32,622 $3.5M Gries Financial LLC 0.50% New 28,325 $3.0M Truvestments Capital LLC 1.07% New 26,147 $2.8M Edmp, Inc. 1.76% New 19,902 $2.1M Optimist Retirement Group LLC 0.91% New 16,624 $1.8M Eagle Bluffs Wealth Management LLC 0.86% New 13,074 $1.4M Econ Financial Services Corp 0.76% New 11,507 $1.2M Straight Path Wealth Management 0.60% New 10,000 $1.1M Cherry Creek Investment Advisors, Inc. 0.52% New 9,089 $964K VAUGHAN & Co SECURITIES, INC. 0.49% New 7,192 $763K Beacon Financial Advisory LLC 0.35% New 6,812 $723K Round Rock Advisors LLC 0.13% New 5,004 $531K Abbot Financial Management, Inc. 0.29% New 4,902 $520K Investors Asset Management of Georgia Inc. /Ga/ 0.23% New 4,605 $488K Kennedy Investment Group, Inc. 0.25% New 4,367 $463K Prairie Wealth Advisors, Inc. 0.19% — 3,814 $405K Sutton Place Investors LLC 0.18% New 3,436 $364K Roberts Glore & Co. Inc. 0.10% New 3,160 $335K AJ Advisors, LLC 0.16% New 2,774 $294K Royal Capital Wealth Management, LLC 0.22% New 2,686 $285K Aptus Capital Advisors, LLC 0.01% New 2,960 $262K Clear Creek Financial Management, LLC 0.03% New 2,245 $238K Detalus Advisors, LLC 0.08% New 2,204 $234K Crew Capital Management, Ltd 0.19% New 2,161 $229K Fortune Financial Advisors, LLC 0.13% New 1,980 $210K Alexander Labrunerie & Co., Inc. 0.12% — 1,958 $208K LCM Capital Management Inc 0.13% New 1,895 $201K TruNorth Capital Management, LLC 0.01% — 320 $34K
"% of holder's portfolio" is MMM's weight in each manager's 13F, not the share of 3M Co.-W/I the manager owns.