Beach Investment Counsel’s 3M MMM Stock Holding History

Beach Investment Counsel’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$252K	Hold	1,713	–	–	0.04%	112
2024 Q4	$221K	Hold	1,713	–	–	0.03%	117
2024 Q3	$234K	Sell	1,713 -333	-16%	-$40.8K	0.03%	124
2024 Q2	$209K	Sell	2,046 -2,817	-58%	-$275K	0.03%	129
2024 Q1	$444K	Hold	4,863	–	–	0.05%	120
2023 Q4	$444K	Sell	4,863 -51	-1%	-$4.09K	0.05%	120
2023 Q3	$385K	Sell	4,914 -2,745	-36%	-$236K	0.05%	132
2023 Q2	$641K	Sell	7,659 -36	-0.5%	-$3.06K	0.08%	116
2023 Q1	$676K	Sell	7,695 -2,942	-28%	-$277K	0.09%	104
2022 Q4	$1.07M	Sell	10,637 -1,067	-9%	-$109K	0.13%	91
2022 Q3	$1.08M	Sell	11,704 -2,890	-20%	-$317K	0.15%	85
2022 Q2	$1.58M	Hold	14,594	–	–	0.2%	77
2022 Q1	$1.82M	Hold	14,594	–	–	0.19%	84
2021 Q4	$2.17M	Sell	14,594 -1,106	-7%	-$165K	0.29%	70
2021 Q3	$2.3M	Hold	15,700	–	–	0.22%	76
2021 Q2	$2.61M	Hold	15,700	–	–	0.23%	78
2021 Q1	$2.53M	Hold	15,700	–	–	0.23%	80
2020 Q4	$2.29M	Hold	15,700	–	–	0.22%	77
2020 Q3	$2.1M	Hold	15,700	–	–	0.25%	74
2020 Q2	$2.05M	Sell	15,700 -532	-3%	-$67K	0.27%	71
2020 Q1	$1.85M	Sell	16,232 -90	-0.6%	-$11.8K	0.31%	61
2019 Q4	$2.41M	Sell	16,322 -765	-4%	-$107K	0.27%	67
2019 Q3	$2.35M	Sell	17,087 -120	-0.7%	-$16.8K	0.27%	67
2019 Q2	$2.49M	Sell	17,207 -30	-0.2%	-$4.62K	0.29%	71
2019 Q1	$3M	Hold	17,237	–	–	0.34%	56
2018 Q4	$2.89M	Sell	17,237 -417	-2%	-$69.2K	0.35%	56
2018 Q3	$3.11M	Hold	17,654	–	–	0.31%	59
2018 Q2	$2.9M	Sell	17,654 -140	-0.8%	-$23.9K	0.3%	61
2018 Q1	$3.27M	Hold	17,794	–	–	0.34%	62
2017 Q4	$3.5M	Sell	17,794 -389	-2%	-$74.8K	0.34%	60
2017 Q3	$3.19M	Hold	18,183	–	–	0.34%	58
2017 Q2	$3.17M	Hold	18,183	–	–	0.32%	57
2017 Q1	$2.91M	Sell	18,183 -119	-0.7%	-$18.3K	0.31%	62
2016 Q4	$2.73M	Sell	18,302 -60	-0.3%	-$8.66K	0.31%	63
2016 Q3	$2.71M	Hold	18,362	–	–	0.31%	56
2016 Q2	$2.69M	Hold	18,362	–	–	0.32%	57
2016 Q1	$2.56M	Hold	18,362	–	–	0.29%	64
2015 Q4	$2.31M	Hold	18,362	–	–	0.26%	70
2015 Q3	$2.18M	Sell	18,362 -60	-0.3%	-$7.38K	0.27%	64
2015 Q2	$2.38M	Buy	18,422 +203	+1%	+$27.2K	0.24%	75
2015 Q1	$2.51M	Buy	18,219 +299	+2%	+$41.2K	0.23%	69
2014 Q4	$2.46M	Sell	17,920 -40	-0.2%	-$5.13K	0.2%	75
2014 Q3	$2.13M	Buy	17,960 +398	+2%	+$47.8K	0.2%	74
2014 Q2	$2.1M	Buy	17,562 +299	+2%	+$35.1K	0.19%	78
2014 Q1	$1.96M	Sell	17,263 -1,036	-6%	-$115K	0.18%	76
2013 Q4	$2.15M	Sell	18,299 -67	-0.4%	-$7.14K	0.2%	73
2013 Q3	$1.83M	Hold	18,366	–	–	0.2%	73
2013 Q2	$1.68M	Buy	+18,366	New	+$1.67M	0.18%	76

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beach Investment Counsel's MMM Position: Q1 2025 in Review

Beach Investment Counsel held its 3M (MMM) position steady in Q1 2025 at 1,713 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #112.

Beach Investment Counsel first reported a position in MMM in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.5M in Q4 2017. 2,148 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

Beach Investment Counsel held 1,713 shares of 3M worth $252K as of Q1 2025.
Beach Investment Counsel left its 3M share count unchanged in Q1 2025.
3M made up 0.04% of Beach Investment Counsel's portfolio in Q1 2025, its #112 holding.
Beach Investment Counsel first reported a position in 3M in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's 3M position peaked at $3.5M in Q4 2017.
2,148 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.