MMM β€” 3M CO

Ownership history in Balboa Wealth Partners  Β·  4 quarters on record

AI Ownership Summary

Balboa Wealth Partners reported 3M CO (MMM) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows MMM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Balboa Wealth Partners's position in 3M CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MMM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Balboa Wealth Partners held MMM β€” position size vs. price
% of Fund (quarterly)    MMM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,362 +32 +2.4% 0.04% $211K 2025-11-06 $162.42
2025 Q2 REDUCED 1,330 -454 -25.4% 0.04% $202K 2025-07-29 $149.77
2024 Q4 REDUCED 1,784 -512 -22.3% 0.05% $230K 2025-02-10 $146.26
2024 Q3 INITIATED 2,296 β€” β€” 0.08% $314K 2024-11-06 $130.16

FAQ About Balboa Wealth Partners and MMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Balboa Wealth Partners reported owning MMM?

Balboa Wealth Partners reported MMM across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MMM position in Balboa Wealth Partners's portfolio?

The largest reported portfolio weight for MMM was 0.08% in 2024 Q3.

What is the latest reported MMM position on this page?

The most recent filing on this page is 2025 Q3, when Balboa Wealth Partners reported 1,362 shares, equal to 0.04% of portfolio, with an estimated market value of $211K.

What does the chart on this MMM ownership page compare?

The chart compares Balboa Wealth Partners's quarterly MMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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