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Beacon Financial Group’s 3M MMM Stock Holding History

Beacon Financial Group’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
2026
Q2 		$262K Buy
1,620
+66
+4% +$10K 0.02% 333
2026
Q1 		$226K Sell
1,554
-34
-2% -$5.41K 0.02% 329
2025
Q4 		$254K Buy
1,588
+30
+2% +$4.91K 0.03% 307
2025
Q3 		$242K Buy
1,558
+19
+1% +$2.93K 0.02% 320
2025
Q2 		$234K Buy
1,539
+41
+3% +$5.86K 0.02% 313
2025
Q1 		$220K Buy
+1,498
New +$220K 0.02% 317
2023
Q1 		– Sell
-5,484
Closed -$551K – 227
2022
Q4 		$551K Sell
5,484
-61
-1% -$6.22K 0.08% 172
2022
Q3 		$521K Hold
5,545
– – 0.08% 173
2022
Q2 		$618K Sell
5,545
-6
-0.1% -$725 0.09% 173
2022
Q1 		$697K Buy
5,551
+3,543
+176% +$471K 0.09% 166
2021
Q4 		$298K Buy
2,008
+60
+3% +$8.94K 0.04% 219
2021
Q3 		$295K Hold
1,948
– – 0.04% 220
2021
Q2 		$327K Sell
1,948
-315
-14% -$52.6K 0.05% 202
2021
Q1 		$315K Hold
2,263
– – 0.05% 194
2020
Q4 		$315K Sell
2,263
-359
-14% -$51K 0.05% 199
2020
Q3 		$351K Buy
2,622
+240
+10% +$32.3K 0.06% 171
2020
Q2 		$310K Hold
2,382
– – 0.06% 174
2020
Q1 		$274K Sell
2,382
-295
-11% -$38.8K 0.06% 157
2019
Q4 		$395K Buy
2,677
+240
+10% +$33.6K 0.05% 164
2019
Q3 		$335K Buy
+2,437
New +$341K 0.06% 163
2014
Q3 		– Sell
-2,606
Closed -$313K – 196
2014
Q2 		$313K Sell
2,606
-268
-9% -$31.5K 0.07% 142
2014
Q1 		$322K Sell
2,874
-80
-3% -$8.89K 0.07% 145
2013
Q4 		$344K Sell
2,954
-1,006
-25% -$107K 0.07% 151
2013
Q3 		$398K Buy
+3,960
New +$385K 0.09% 135

Other funds holding MMM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Beacon Financial Group's MMM Position: Q2 2026 in Review

Beacon Financial Group increased its 3M (MMM) stake by 4.2% in Q2 2026, buying an estimated $10K and bringing the position to 1,620 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #333.

Beacon Financial Group first reported a position in MMM in Q3 2013 and has held it in 24 quarters since. The position peaked at $697K in Q1 2022. 1,028 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Beacon Financial Group held 1,620 shares of 3M worth $262K as of Q2 2026.
  • Beacon Financial Group bought 66 3M shares in Q2 2026, an estimated $10K.
  • 3M made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #333 holding.
  • Beacon Financial Group first reported a position in 3M in Q3 2013 and has held it in 24 quarters since.
  • Beacon Financial Group's 3M position peaked at $697K in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.