Wise Wealth Partners MMM — 3M CO

Ownership history in Wise Wealth Partners  ·  6 quarters on record

AI Ownership Summary

Wise Wealth Partners reported 3M CO (MMM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q2. The latest visible filing shows MMM at 0.75% 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 Wise 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
2026 Q1

MMM was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

MMM stock page Wise Wealth Partners fund profile Wise Wealth Partners full holdings
How Wise Wealth Partners held MMM — position size vs. price
% of Fund (quarterly)    MMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,802 — 0% 0.75% $552K 2026-04-21 $148.47
2025 Q4 UNCHANGED — — — 3,802 — 0% 0.87% $609K 2026-01-29 $155.68
2025 Q3 UNCHANGED — — — 3,802 — 0% 0.90% $590K 2025-10-24 $167.03
2025 Q2 ADDED — — — 3,802 +1,522 +66.8% 0.97% $579K 2025-07-23 $148.82
2025 Q1 ADDED — — — 2,280 +11 +0.5% 0.80% $335K 2025-04-25 $134.84
2024 Q4 INITIATED — — — 2,269 — — 0.72% $293K 2025-02-14 $145.93

🏢 Other funds also holding MMM

As of 2026 Q1 — sorted by position size

Corundum Trust Company, INC 13.03% Clark & Stuart, Inc 5.39% Corundum Group, Inc. 3Y 7Y 4.81% PARSONS CAPITAL MANAGEMENT INC/RI 3Y 7Y 3.36% ASO GROUP Ltd 3.26% SPINNAKER TRUST 3Y 7Y 3.21% Sippican Capital Advisors 3Y 7Y 1.86% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 1.84% Victrix Investment Advisors 1.73% CHELSEA COUNSEL CO 3Y 7Y 1.64%

FAQ About Wise 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 Wise Wealth Partners reported owning MMM?

Wise Wealth Partners reported MMM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for MMM was 0.97% in 2025 Q2.

What is the latest reported MMM position on this page?

The most recent filing on this page is 2026 Q1, when Wise Wealth Partners reported 3,802 shares, equal to 0.75% of portfolio, with an estimated market value of $552K.

What does the chart on this MMM ownership page compare?

The chart compares Wise 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.

How well did Wise Wealth Partners time their MMM position?

Based on 13F filing dates vs. subsequent MMM price moves, Wise Wealth Partners correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MMM relative to SPY over the holding period was -11.3%.

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