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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

MMM holding history

3M Co in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
1,078
Value
$174.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MMM by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,078$174.5K<0.1%+128+13.5%AddedHolders
Q1 2026950$138.0K<0.1%00.0%UnchangedHolders
Q4 2025950$152.1K<0.1%00.0%UnchangedHolders
Q3 2025950$147.4K<0.1%00.0%UnchangedHolders
Q2 2025950$144.6K<0.1%00.0%UnchangedHolders
Q1 2025950$139.5K<0.1%−150−13.6%ReducedHolders
Q4 20241,100$142.0K<0.1%00.0%UnchangedHolders
Q3 20241,100$150.4K<0.1%00.0%UnchangedHolders
Q2 20241,100$112.4K<0.1%−59−5.1%ReducedHolders
Q1 20241,159$122.9K<0.1%−208−15.2%ReducedHolders
Q4 20231,367$149.4K<0.1%−265−16.2%ReducedHolders
Q3 20231,632$152.8K<0.1%00.0%UnchangedHolders
Q2 20231,632$163.3K<0.1%−316−16.2%ReducedHolders
Q1 20231,948$204.8K<0.1%−59−2.9%ReducedHolders
Q4 20222,007$240.7K<0.1%−800−28.5%ReducedHolders
Q3 20222,807$310.0K0.1%−375−11.8%ReducedHolders
Q2 20223,182$412.0K0.1%−130−3.9%ReducedHolders
Q1 20223,312$493.0K0.1%−89−2.6%ReducedHolders
Q4 20213,401$604.0K0.1%−345−9.2%ReducedHolders
Q3 20213,746$657.0K0.1%−2,703−41.9%ReducedHolders
Q2 20216,449$1.28M0.2%−37−0.6%ReducedHolders
Q1 20216,486$1.25M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.