Tortoise Investment Management’s 3M MMM Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-1,156	Closed	-$179K	–	956
2025 Q3	$179K	Buy	1,156 +2	+0.2%	+$308	0.02%	239
2025 Q2	$176K	Buy	1,154 +796	+222%	+$114K	0.02%	234
2025 Q1	$52.6K	Hold	358	–	–	0.01%	367
2024 Q4	$46.2K	Hold	358	–	–	﹤0.01%	430
2024 Q3	$48.9K	Hold	358	–	–	0.01%	406
2024 Q2	$36.6K	Sell	358 -70	-16%	-$6.82K	﹤0.01%	435
2024 Q1	$38K	Hold	428	–	–	﹤0.01%	417
2023 Q4	$39.1K	Hold	428	–	–	0.01%	389
2023 Q3	$33.5K	Sell	428 -30	-7%	-$2.58K	0.01%	395
2023 Q2	$38.3K	Hold	458	–	–	0.01%	371
2023 Q1	$40.3K	Hold	458	–	–	0.01%	357
2022 Q4	$45.9K	Hold	458	–	–	0.01%	342
2022 Q3	$42K	Sell	458 -507	-53%	-$55.6K	0.01%	333
2022 Q2	$104K	Hold	965	–	–	0.02%	223
2022 Q1	$120K	Sell	965 -60	-6%	-$7.98K	0.02%	219
2021 Q4	$152K	Sell	1,025 -922	-47%	-$137K	0.03%	186
2021 Q3	$286K	Sell	1,947 -905	-32%	-$147K	0.06%	136
2021 Q2	$474K	Sell	2,852 -838	-23%	-$140K	0.1%	110
2021 Q1	$594K	Sell	3,690 -30	-0.8%	-$4.49K	0.13%	91
2020 Q4	$544K	Buy	3,720 +39	+1%	+$5.54K	0.12%	91
2020 Q3	$493K	Sell	3,681 -60	-2%	-$8.07K	0.12%	89
2020 Q2	$488K	Sell	3,741 -269	-7%	-$33.9K	0.13%	83
2020 Q1	$458K	Sell	4,010 -37	-0.9%	-$4.87K	0.13%	87
2019 Q4	$597K	Hold	4,047	–	–	0.14%	83
2019 Q3	$556K	Sell	4,047 -239	-6%	-$33.4K	0.14%	87
2019 Q2	$621K	Buy	4,286 +191	+5%	+$29.4K	0.16%	83
2019 Q1	$711K	Hold	4,095	–	–	0.19%	78
2018 Q4	$652K	Sell	4,095 -61	-1%	-$10.1K	0.18%	77
2018 Q3	$732K	Buy	4,156 +228	+6%	+$39.3K	0.19%	73
2018 Q2	$646K	Hold	3,928	–	–	0.18%	77
2018 Q1	$721K	Sell	3,928 -119	-3%	-$23.6K	0.2%	71
2017 Q4	$796K	Sell	4,047 -42	-1%	-$8.08K	0.23%	63
2017 Q3	$718K	Buy	4,089 +2,751	+206%	+$477K	0.22%	63
2017 Q2	$233K	Hold	1,338	–	–	0.08%	115
2017 Q1	$214K	Sell	1,338 -156	-10%	-$23.9K	0.07%	109
2016 Q4	$223K	Buy	1,494 +261	+21%	+$37.7K	0.08%	103
2016 Q3	$182K	Sell	1,233 -34	-3%	-$5.08K	0.06%	105
2016 Q2	$185K	Sell	1,267 -348	-22%	-$49.1K	0.06%	106
2016 Q1	$225K	Hold	1,615	–	–	0.08%	100
2015 Q4	$203K	Hold	1,615	–	–	0.07%	108
2015 Q3	$191K	Hold	1,615	–	–	0.07%	106
2015 Q2	$208K	Hold	1,615	–	–	0.08%	106
2015 Q1	$223K	Sell	1,615 -35	-2%	-$4.82K	0.09%	99
2014 Q4	$227K	Buy	1,650 +556	+51%	+$71.4K	0.09%	96
2014 Q3	$130K	Hold	1,094	–	–	0.05%	130
2014 Q2	$131K	Hold	1,094	–	–	0.05%	124
2014 Q1	$124K	Hold	1,094	–	–	0.06%	124
2013 Q4	$128K	Hold	1,094	–	–	0.07%	112
2013 Q3	$109K	Hold	1,094	–	–	0.07%	110
2013 Q2	$100K	Buy	+1,094	New	+$99.3K	0.07%	102

Other funds holding MMM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Tortoise Investment Management's MMM Position: Q4 2025 in Review

Tortoise Investment Management sold out of 3M (MMM) in Q4 2025, closing a stake of 1,156 shares — an estimated $179K sold.

Tortoise Investment Management first reported a position in MMM in Q2 2013 and held it in 50 quarters. The position peaked at $796K in Q4 2017. 2,267 funds tracked by Wall St. Rank hold MMM as of Q4 2025.

Tortoise Investment Management reported no remaining 3M position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,156 3M shares in Q4 2025, an estimated $179K.
Tortoise Investment Management first reported a position in 3M in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's 3M position peaked at $796K in Q4 2017.
2,267 funds tracked by Wall St. Rank held 3M as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.