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Beacon Financial Advisory’s 3M MMM Stock Holding History

Beacon Financial Advisory’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 		– Sell
-7,340
Closed -$947K – 333
2024
Q4 		$947K Sell
7,340
-341
-4% -$44.7K 0.31% 89
2024
Q3 		$1.05M Sell
7,681
-216
-3% -$26.4K 0.36% 78
2024
Q2 		$807K Sell
7,897
-250
-3% -$24.4K 0.3% 95
2024
Q1 		$723K Buy
8,147
+3,563
+78% +$295K 0.35% 91
2023
Q4 		$419K Sell
4,584
-827
-15% -$66.4K 0.2% 140
2023
Q3 		$424K Buy
5,411
+248
+5% +$21.3K 0.23% 132
2023
Q2 		$432K Buy
5,163
+6
+0.1% +$510 0.25% 129
2023
Q1 		$453K Buy
5,157
+488
+10% +$46K 0.29% 120
2022
Q4 		$468K Buy
4,669
+98
+2% +$9.99K 0.34% 104
2022
Q3 		$422K Sell
4,571
-390
-8% -$42.8K 0.3% 110
2022
Q2 		$537K Buy
4,961
+252
+5% +$30.5K 0.31% 112
2022
Q1 		$586K Buy
4,709
+287
+6% +$38.2K 0.28% 111
2021
Q4 		$657K Buy
4,422
+15
+0.3% +$2.23K 0.3% 102
2021
Q3 		$646K Buy
4,407
+5
+0.1% +$810 0.34% 95
2021
Q2 		$731K Sell
4,402
-299
-6% -$49.9K 0.39% 84
2021
Q1 		$757K Buy
4,701
+383
+9% +$57.3K 0.43% 81
2020
Q4 		$630K Buy
4,318
+96
+2% +$13.6K 0.41% 76
2020
Q3 		$565K Buy
+4,222
New +$568K 0.49% 63

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beacon Financial Advisory's MMM Position: Q1 2025 in Review

Beacon Financial Advisory sold out of 3M (MMM) in Q1 2025, closing a stake of 7,340 shares — an estimated $947K sold.

Beacon Financial Advisory first reported a position in MMM in Q3 2020 and held it in 18 quarters. The position peaked at $1.05M in Q3 2024. 2,148 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

  • Beacon Financial Advisory reported no remaining 3M position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 7,340 3M shares in Q1 2025, an estimated $947K.
  • Beacon Financial Advisory first reported a position in 3M in Q3 2020 and held it in 18 quarters.
  • Beacon Financial Advisory's 3M position peaked at $1.05M in Q3 2024.
  • 2,148 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.