3M Company
MX ˙ BMV ˙ US88579Y1010
SecurityMX:MMM / 3M Company
InstitutionPhoenix Holdings Ltd.
Latest Disclosed Ownership5,419 shares
Latest Disclosed Value $ 787,015
Phoenix Holdings Ltd. reports 7.48% increase in ownership of MMM / 3M Company

On May 11, 2026 - Phoenix Holdings Ltd. filed a 13F-HR form disclosing ownership of 5,419 shares of 3M Company (MX:MMM) valued at $787,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,042 shares of 3M Company. This represents a change in shares of 7.48% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F 3M COM 88579Y101 5,419 377 7.48 787 -2.48 0.0048
2026-02-05 2025-12-31 13F 3M COM 88579Y101 5,042 1,465 40.96 807 45.41 0.0055
2025-11-13 2025-09-30 13F/A-2 3M COM 88579Y101 3,577 954 36.37 555 39.10 0.0068
2025-11-13 2025-09-30 13F/A-1 3M COM 88579Y101 3,577 954 555 0.0045
2025-11-03 2025-09-30 13F 3M COM 88579Y101 3,577 954 555 0.0045
2025-07-30 2025-06-30 13F 3M COM 88579Y101 2,623 472 21.94 399 26.67 0.0053
2025-05-07 2025-03-31 13F 3M COM 88579Y101 2,151 411 23.62 316 40.63 0.0048
2025-02-13 2024-12-31 13F 3M COM 88579Y101 1,740 243 16.23 225 9.80 0.0031
2024-11-05 2024-09-30 13F 3M COM 88579Y101 1,497 1,497 205 0.0030
2024-05-15 2024-03-31 13F 3M COM 88579Y101 0 -1,860 -100.00 0 -100.00
2024-02-14 2023-12-31 13F 3M COM 88579Y101 1,860 1,860 219 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.