MMM β€” 3M CO COM

Ownership history in TAURUS ASSET MANAGEMENT, LLC  Β·  64 quarters on record

This page tracks every 13F SEC filing in which TAURUS ASSET MANAGEMENT, LLC reported a position in 3M CO COM (MMM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.44% (2018 Q4)
πŸ“Š Avg. % of fund
0.81%
πŸ“… First filed
2004 Q4
πŸ“… Last filed
2025 Q1
⏱ Quarters held
64

Position Intelligence

TAURUS ASSET MANAGEMENT, LLC Γ— MMM AI Analytics

πŸ“‰ TAURUS ASSET MANAGEMENT, LLC underperformed the S&P 500 by –2.1% annually on this MMM position. Timing score: 56% (32/57 decisions correct). Average cost basis: $36.73. Maximum drawdown during holding period: –48.2%.

πŸ“ˆ Position Alpha vs SPY
-2.1%
annualised excess return

⚠️ Trailed SPY by 2.1% ann. on this position.
63 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
32 of 57 add/trim decisions correct

πŸ’° Entry Quality
$36.73
+292.6% vs current ($144.20)

Best entry: $30.55 (2009 Q2)  Β·  Worst: $148.05 (2017 Q4)

πŸ›‘οΈ Drawdown Resilience
–48.2%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
31%
buy-side decisions

18 adds Β· 40 trims. Bought during 6 of 27 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ TAURUS ASSET MANAGEMENT, LLC has been actively increasing its MMM allocation β€” a bullish signal from insiders.
Currently 1.99% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MMM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 133,568 -1,400 -1.0% 1.99% $19.6M $144.20
2024 Q4 ADDED 134,968 +310 +0.2% 1.70% $17.4M $126.13
2024 Q3 ADDED 134,658 +495 +0.4% 1.79% $18.4M $132.86
2024 Q2 ADDED 134,163 +131,655 +5249.4% 1.39% $13.7M $98.79
2023 Q2 REDUCED 2,508 -50 -2.0% 0.03% $251K $76.66
2023 Q1 UNCHANGED 2,558 β€” 0% 0.03% $269K $79.30
2022 Q4 REDUCED 2,558 -75 -2.8% 0.04% $307K $89.29
2022 Q3 REDUCED 2,633 -3,470 -56.9% 0.04% $291K $81.32
2022 Q2 REDUCED 6,103 -1,300 -17.6% 0.10% $790K $94.27
2022 Q1 REDUCED 7,403 -515 -6.5% 0.11% $1.1M $107.37
54 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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