EDGAR LOMAX CO/VA MMM — Minn., Mining, Manuf. Com

Ownership history in EDGAR LOMAX CO/VA  ·  66 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported Minn., Mining, Manuf. Com (MMM) in 66 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.68% in 2023 Q4. The latest visible filing shows MMM at 1.70% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in Minn., Mining, Manuf. Com, 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 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

MMM stock page EDGAR LOMAX CO/VA fund profile EDGAR LOMAX CO/VA full holdings
How EDGAR LOMAX CO/VA 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 139,535 -3,190 -2.2% 1.70% $22.3M 2026-02-13 $170.94
2025 Q3 REDUCED 22.5% +4.7% ❌ 142,725 -41,535 -22.5% 1.73% $22.1M 2025-11-12 $168.71
2025 Q2 REDUCED — — — 184,260 -2,935 -1.6% 1.77% $28.1M 2025-08-12 $154.95
2025 Q1 ADDED — — — 187,195 +93,900 +100.6% 1.72% $27.5M 2025-05-14 $144.46
2024 Q4 REDUCED — — — 93,295 -1,810 -1.9% 0.78% $12.0M 2025-02-13 $144.56
2024 Q3 REDUCED — — — 95,105 -1,460 -1.5% 0.79% $13.0M 2024-11-14 $127.94
2024 Q2 REDUCED — — — 96,565 -1,660 -1.7% 0.64% $9.9M 2024-08-13 $120.55
2024 Q1 REDUCED 73.8% +14.2% ❌ 98,225 -276,688 -73.8% 0.64% $10.4M 2024-05-14 $95.59
2023 Q4 REDUCED — — — 374,913 -15,625 -4.0% 2.68% $41.0M 2024-02-09 $72.98
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMM

As of 2026 Q1 — sorted by position size

Corundum Trust Company, INC 13.03% SaddleRock Capital Management LLC 9.15% Somerset Group LLC 3Y 7Y 6.56% Clark & Stuart, Inc 5.39% Corundum Group, Inc. 3Y 7Y 4.81% Parsifal Capital Management, LP 3Y 4.58% WHITE PINE CAPITAL LLC 3Y 7Y 4.0% PARSONS CAPITAL MANAGEMENT INC/RI 3Y 7Y 3.36% Windle Wealth, LLC 3Y 3.35% ASO GROUP Ltd 3.26%

FAQ About EDGAR LOMAX CO/VA and MMM

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

How long has EDGAR LOMAX CO/VA reported owning MMM?

EDGAR LOMAX CO/VA reported MMM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMM position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for MMM was 2.68% in 2023 Q4.

What is the latest reported MMM position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 139,535 shares, equal to 1.70% of portfolio, with an estimated market value of $22.3M.

What does the chart on this MMM ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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 EDGAR LOMAX CO/VA time their MMM position?

Based on 13F filing dates vs. subsequent MMM price moves, EDGAR LOMAX CO/VA correctly timed 33 out of 65 reported position changes (51%). The annualised alpha on MMM relative to SPY over the holding period was +2.4%.

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