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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

MMM holding history

3M Co in every 13F filed by Marks Group Wealth Management, Inc, 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)
3,913
Value
$633.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MMM by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,913$633.6K0.1%−545−12.2%ReducedHolders
Q1 20264,458$647.5K0.1%−975−17.9%ReducedHolders
Q4 20255,433$869.8K0.1%+328+6.4%AddedHolders
Q3 20255,105$792.2K0.1%−80−1.5%ReducedHolders
Q2 20255,185$789.3K0.1%−14−0.3%ReducedHolders
Q1 20255,199$763.5K0.1%00.0%UnchangedHolders
Q4 20245,199$671.1K0.1%−1,714−24.8%ReducedHolders
Q3 20246,913$944.9K0.1%−132−1.9%ReducedHolders
Q2 20247,045$720.0K0.1%−340−4.6%ReducedHolders
Q1 20247,385$783.4K0.1%−52−0.7%ReducedHolders
Q4 20237,437$813.0K0.1%−50−0.7%ReducedHolders
Q3 20237,487$700.9K0.1%+10.0%AddedHolders
Q2 20237,486$749.3K0.1%−199−2.6%ReducedHolders
Q1 20237,685$807.7K0.1%+504+7.0%AddedHolders
Q4 20227,181$861.1K0.1%−199−2.7%ReducedHolders
Q3 20227,380$816.0K0.1%+48+0.7%AddedHolders
Q2 20227,332$949.0K0.1%−45−0.6%ReducedHolders
Q1 20227,377$1.10M0.1%−2,373−24.3%ReducedHolders
Q4 20219,750$1.73M0.2%+4,140+73.8%AddedHolders
Q3 20215,610$984.0K0.1%+2,565+84.2%AddedHolders
Q2 20213,045$610.0K0.1%+49+1.6%AddedHolders
Q1 20212,996$579.0K0.1%––Holders

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