MMM β€” 3M CO

Ownership history in Western Financial Corp/CA  Β·  6 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported 3M CO (MMM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.41% in 2025 Q3. The latest visible filing shows MMM at 1.34% 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 Western Financial Corp/CA'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 Q4

MMM was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 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 Q4

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 Western Financial Corp/CA held MMM β€” position size vs. price
% of Fund (quarterly)    MMM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,152 +286 +1.4% 1.34% $3.4M 2026-02-14 (Est.) $171.82
2025 Q3 ADDED 20,866 +6,256 +42.8% 1.41% $3.2M 2025-10-21 $165.19
2025 Q2 ADDED 14,610 +471 +3.3% 1.19% $2.2M 2025-07-17 $156.93
2025 Q1 ADDED 14,139 +1,092 +8.4% 1.21% $2.1M 2025-04-23 $133.60
2024 Q4 ADDED 13,047 +2,925 +28.9% 0.93% $1.7M 2025-01-24 $146.01
2024 Q3 INITIATED 10,122 β€” β€” 0.79% $1.4M 2024-10-21 $131.05

FAQ About Western Financial Corp/CA and MMM

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

How long has Western Financial Corp/CA reported owning MMM?

Western Financial Corp/CA reported MMM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MMM position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for MMM was 1.41% in 2025 Q3.

What is the latest reported MMM position on this page?

The most recent filing on this page is 2025 Q4, when Western Financial Corp/CA reported 21,152 shares, equal to 1.34% of portfolio, with an estimated market value of $3.4M.

What does the chart on this MMM ownership page compare?

The chart compares Western Financial Corp/CA'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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