Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$473K Sell
3,256
-102
-3% -$16.2K 0.13% 103
2025
Q4
$538K Hold
3,358
0.15% 92
2025
Q3
$521K Buy
3,358
+2
+0.1% +$308 0.16% 93
2025
Q2
$511K Buy
3,356
+1,294
+63% +$185K 0.17% 86
2025
Q1
$303K Hold
2,062
0.11% 122
2024
Q4
$282K Hold
2,062
0.12% 129
2024
Q3
$282K Sell
2,062
-100
-5% -$12.2K 0.12% 129
2024
Q2
$221K Sell
2,162
-424
-16% -$41.3K 0.12% 135
2024
Q1
$229K Hold
2,586
0.12% 134
2023
Q4
$236K Hold
2,586
0.13% 129
2023
Q3
$202K Sell
2,586
-95
-4% -$8.16K 0.13% 126
2023
Q2
$224K Buy
+2,681
New +$228K 0.14% 124
2023
Q1
Sell
-2,347
Closed -$235K 130
2022
Q4
$235K Hold
2,347
0.17% 112
2022
Q3
$217K Buy
2,347
+96
+4% +$10.5K 0.18% 103
2022
Q2
$244K Hold
2,251
0.21% 99
2022
Q1
$280K Hold
2,251
0.22% 91
2021
Q4
$334K Hold
2,251
0.25% 85
2021
Q3
$330K Sell
2,251
-35
-2% -$5.67K 0.27% 79
2021
Q2
$380K Sell
2,286
-35
-2% -$5.84K 0.31% 70
2021
Q1
$374K Buy
2,321
+70
+3% +$10.5K 0.35% 70
2020
Q4
$329K Buy
+2,251
New +$320K 0.38% 69

Other funds holding MMM