Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Buy
1,626
+77
+5% +$12.3K 0.15% 107
2025
Q4
$248K Sell
1,549
-217
-12% -$35.5K 0.15% 103
2025
Q3
$274K Sell
1,766
-305
-15% -$47K 0.17% 91
2025
Q2
$315K Sell
2,071
-12
-0.6% -$1.72K 0.22% 84
2025
Q1
$306K Sell
2,083
-12
-0.6% -$1.76K 0.23% 83
2024
Q4
$270K Buy
2,095
+8
+0.4% +$1.05K 0.19% 84
2024
Q3
$285K Sell
2,087
-135
-6% -$16.5K 0.2% 86
2024
Q2
$227K Sell
2,222
-286
-11% -$27.9K 0.17% 97
2024
Q1
$222K Buy
2,508
+163
+7% +$13.5K 0.19% 116
2023
Q4
$214K Buy
+2,345
New +$188K 0.19% 118
2022
Q2
Sell
-2,363
Closed -$294K 75
2022
Q1
$294K Buy
+2,363
New +$314K 0.63% 52
2021
Q4
Sell
-3,130
Closed -$459K 135
2021
Q3
$459K Sell
3,130
-18
-0.6% -$2.92K 0.86% 35
2021
Q2
$523K Sell
3,148
-52
-2% -$8.68K 0.95% 29
2021
Q1
$516K Buy
3,200
+624
+24% +$93.4K 0.99% 28
2020
Q4
$376K Buy
2,576
+2,416
+1,510% +$343K 0.76% 34
2020
Q3
$21K Sell
160
-42
-21% -$5.65K 0.02% 211
2020
Q2
$26K Hold
202
0.03% 152
2020
Q1
$23K Hold
202
0.03% 151
2019
Q4
$30K Buy
+202
New +$28.3K 0.03% 160
2019
Q3
Sell
-398
Closed -$58K 216
2019
Q2
$58K Sell
398
-339
-46% -$52.2K 0.06% 182
2019
Q1
$128K Sell
737
-152
-17% -$25.6K 0.13% 139
2018
Q4
$142K Hold
889
0.15% 114
2018
Q3
$157K Buy
889
+54
+6% +$9.3K 0.15% 110
2018
Q2
$137K Buy
835
+575
+221% +$98.1K 0.14% 108
2018
Q1
$48K Buy
260
+40
+18% +$7.93K 0.04% 178
2017
Q4
$43K Buy
+220
New +$42.3K 0.04% 190

Other funds holding MMM