Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$69K Sell
475
-30
-6% -$4.78K ﹤0.01% 275
2025
Q4
$80.9K Sell
505
-364
-42% -$59.5K ﹤0.01% 297
2025
Q3
$135K Sell
869
-38
-4% -$5.86K ﹤0.01% 263
2025
Q2
$138K Buy
907
+380
+72% +$54.3K ﹤0.01% 287
2025
Q1
$77.4K Buy
527
+164
+45% +$24.1K ﹤0.01% 328
2024
Q4
$46.9K Buy
363
+163
+82% +$21.4K ﹤0.01% 388
2024
Q3
$27.3K Sell
200
-2,193
-92% -$268K ﹤0.01% 401
2024
Q2
$245K Sell
2,393
-469
-16% -$45.7K 0.01% 199
2024
Q1
$254K Buy
+2,862
New +$237K 0.01% 190
2018
Q2
Hold
0
548
2018
Q1
Sell
-305
Closed -$60.4K 569
2017
Q4
$60K Hold
305
﹤0.01% 300
2017
Q3
$54K Hold
305
﹤0.01% 293
2017
Q2
$53K Hold
305
﹤0.01% 319
2017
Q1
$49K Sell
305
-12,444
-98% -$1.91M ﹤0.01% 321
2016
Q4
$1.9M Sell
12,749
-3,200
-20% -$462K 0.12% 128
2016
Q3
$2.35M Buy
15,949
+8,175
+105% +$1.22M 0.26% 96
2016
Q2
$1.14M Buy
7,774
+4,963
+177% +$700K 0.21% 122
2016
Q1
$392K Buy
+2,811
New +$361K 0.07% 219
2015
Q4
Sell
-44,428
Closed -$5.71M 682
2015
Q3
$5.27M Sell
44,428
-4,095
-8% -$504K 0.76% 53
2015
Q2
$6.26M Buy
48,523
+4,385
+10% +$588K 0.74% 48
2015
Q1
$6.09M Buy
+44,138
New +$6.08M 0.7% 51

Other funds holding MMM