Manager × security

MITCHELL & PAHL PRIVATE WEALTH, LLC MMM holdings history

Who else holds this security? →

3M CO · CUSIP 88579Y101 · CIK 1836506

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, MITCHELL & PAHL PRIVATE WEALTH, LLC reported 21.50K MMM (shares), valued at $3.48M, or 1.28% of its reported non-derivative portfolio. Filed 2026-07-13.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.28%
Shares
21.50K
21,505
Reported value
$3.48M
USD

Shares increased 2.25%; reported value increased 13.99%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.28%21,505SEC filing ↗Filed Jul 13, 2026
Q1 20261.24%21,032SEC filing ↗Filed Apr 24, 2026
Q4 20251.43%21,455SEC filing ↗Filed Jan 14, 2026
Q3 20251.40%21,447SEC filing ↗Filed Oct 9, 2025
Q2 20251.45%21,572SEC filing ↗Filed Jul 11, 2025
Q1 20251.46%21,314SEC filing ↗Filed Apr 9, 2025
Q4 20241.31%21,650SEC filing ↗Filed Jan 16, 2025
Q3 20241.33%20,891SEC filing ↗Filed Oct 16, 2024
Q2 20241.11%20,667SEC filing ↗Filed Jul 12, 2024
Q1 20240.99%17,772SEC filing ↗Filed Apr 26, 2024
Q4 20230.94%15,172SEC filing ↗Filed Feb 9, 2024
Q3 20230.94%16,940SEC filing ↗Filed Oct 31, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.94%16,940$1.59MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 31, 2023
Q4 20230.94%15,172$1.66MShares decreased 10.44%; reported value increased 4.58%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 9, 2024
Q1 20240.99%17,772$1.89MShares increased 17.14%; reported value increased 13.66%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 26, 2024
Q2 20241.11%20,667$2.11MShares increased 16.29%; reported value increased 12.04%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 12, 2024
Q3 20241.33%20,891$2.86MShares increased 1.08%; reported value increased 35.22%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2024
Q4 20241.31%21,650$2.79MShares increased 3.63%; reported value decreased 2.14%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 16, 2025
Q1 20251.46%21,314$3.13MShares decreased 1.55%; reported value increased 12.00%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 9, 2025
Q2 20251.45%21,572$3.28MShares increased 1.21%; reported value increased 4.92%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 11, 2025
Q3 20251.40%21,447$3.33MShares decreased 0.58%; reported value increased 1.34%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 9, 2025
Q4 20251.43%21,455$3.44MShares increased 0.04%; reported value increased 3.21%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 14, 2026
Q1 20261.24%21,032$3.05MShares decreased 1.97%; reported value decreased 11.08%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 24, 2026
Q2 20261.28%21,505$3.48MShares increased 2.25%; reported value increased 13.99%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 13, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC · 3M CO

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1836506","quarter":"2026Q2","cusip":"88579Y101"}

get_institutional_manager_history
{"cik":"1836506","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.