Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$158K Hold
975
0.05% 118
2026
Q1
$142K Hold
975
0.04% 122
2025
Q4
$156K Sell
975
-300
-24% -$49.1K 0.05% 119
2025
Q3
$198K Hold
1,275
0.06% 117
2025
Q2
$194K Hold
1,275
0.07% 116
2025
Q1
$187K Hold
1,275
0.07% 117
2024
Q4
$165K Hold
1,275
0.06% 124
2024
Q3
$174K Hold
1,275
0.06% 123
2024
Q2
$130K Sell
1,275
-250
-16% -$24.4K 0.05% 126
2024
Q1
$135K Hold
1,525
0.05% 131
2023
Q4
$139K Hold
1,525
0.05% 135
2023
Q3
$119K Hold
1,525
0.05% 141
2023
Q2
$128K Hold
1,525
0.06% 140
2023
Q1
$134K Hold
1,525
0.07% 141
2022
Q4
$153K Hold
1,525
0.08% 133
2022
Q3
$141K Hold
1,525
0.07% 128
2022
Q2
$165K Hold
1,525
0.08% 127
2022
Q1
$190K Sell
1,525
-209
-12% -$27.8K 0.09% 131
2021
Q4
$258K Hold
1,734
0.11% 119
2021
Q3
$254K Hold
1,734
0.12% 115
2021
Q2
$288K Hold
1,734
0.13% 109
2021
Q1
$279K Hold
1,734
0.14% 108
2020
Q4
$253K Hold
1,734
0.13% 107
2020
Q3
$232K Sell
1,734
-1,221
-41% -$164K 0.14% 103
2020
Q2
$385K Hold
2,955
0.25% 81
2020
Q1
$337K Sell
2,955
-116
-4% -$15.3K 0.26% 83
2019
Q4
$453K Hold
3,071
0.31% 77
2019
Q3
$422K Buy
3,071
+89
+3% +$12.4K 0.32% 75
2019
Q2
$432K Hold
2,982
0.34% 70
2019
Q1
$518K Buy
2,982
+116
+4% +$19.5K 0.44% 58
2018
Q4
$457K Buy
+2,866
New +$476K 0.45% 57

Other funds holding MMM