Grant Private Wealth Management Inc MMM 3M CO

Ownership history in Grant Private Wealth Management Inc  ·  5 quarters on record

AI Ownership Summary

Grant Private Wealth Management Inc reported 3M CO (MMM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.56% in 2025 Q1. The latest visible filing shows MMM at 0.32% 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 Grant Private Wealth Management Inc'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 Q2

MMM was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 Grant Private Wealth Management Inc 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 4,700 +469 +11.1% 0.32% $761K 2026-07-07 $158.01
2026 Q1 ADDED 4,231 +386 +10.0% 0.33% $614K 2026-04-14 $151.77
2025 Q4 ADDED 3,845 +340 +9.7% 0.37% $616K 2026-01-05 $161.98
2025 Q3 REDUCED 3,505 -11 -0.3% 0.34% $544K 2025-10-07 $153.18
2025 Q1 INITIATED 3,516 0.56% $516K 2025-04-17 $127.20

FAQ About Grant Private Wealth Management Inc and MMM

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

How long has Grant Private Wealth Management Inc reported owning MMM?

Grant Private Wealth Management Inc reported MMM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MMM position in Grant Private Wealth Management Inc's portfolio?

The largest reported portfolio weight for MMM was 0.56% in 2025 Q1.

What is the latest reported MMM position on this page?

The most recent filing on this page is 2026 Q2, when Grant Private Wealth Management Inc reported 4,700 shares, equal to 0.32% of portfolio, with an estimated market value of $761K.

What does the chart on this MMM ownership page compare?

The chart compares Grant Private Wealth Management Inc'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 Grant Private Wealth Management Inc time their MMM position?

Based on 13F filing dates vs. subsequent MMM price moves, Grant Private Wealth Management Inc correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MMM relative to SPY over the holding period was -11.8%.

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