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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MMM holding history

3M Co in every 13F filed by Creative Planning, 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)
231,101
Value
$37.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MMM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026231,101$37.4M<0.1%+6,006+2.7%AddedHolders
Q1 2026225,095$32.7M<0.1%−223−0.1%ReducedHolders
Q4 2025225,318$36.1M<0.1%+23,332+11.6%AddedHolders
Q3 2025201,986$31.3M<0.1%+21,917+12.2%AddedHolders
Q2 2025180,069$27.4M<0.1%−4,077−2.2%ReducedHolders
Q1 2025184,146$27.0M<0.1%+20,750+12.7%AddedHolders
Q4 2024163,396$21.1M<0.1%+10,158+6.6%AddedHolders
Q3 2024153,238$20.9M<0.1%+1,475+1.0%AddedHolders
Q2 2024151,763$15.5M<0.1%+10,599+7.5%AddedHolders
Q1 2024141,164$15.0M<0.1%−4,808−3.3%ReducedHolders
Q4 2023145,972$16.0M<0.1%+4,570+3.2%AddedHolders
Q3 2023141,402$13.2M<0.1%+13,591+10.6%AddedHolders
Q2 2023127,811$12.8M<0.1%−10,503−7.6%ReducedHolders
Q1 2023138,314$14.5M<0.1%−7,203−4.9%ReducedHolders
Q4 2022145,517$17.5M<0.1%+2,358+1.6%AddedHolders
Q3 2022143,159$15.8M<0.1%−8,418−5.6%ReducedHolders
Q2 2022151,577$19.6M<0.1%+17,325+12.9%AddedHolders
Q1 2022134,252$20.0M<0.1%+18,122+15.6%AddedHolders
Q4 2021116,130$20.6M<0.1%−11,778−9.2%ReducedHolders
Q3 2021127,908$22.4M<0.1%−7,505−5.5%ReducedHolders
Q2 2021135,413$26.9M<0.1%+3,858+2.9%AddedHolders
Q1 2021131,555$25.3M0.1%––Holders

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