Charter Research & Investment Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $272K | Hold |
1,875
| – | – | 0.18% | 73 |
|
|
2025
Q4 | $300K | Sell |
1,875
-35
| -2% | -$5.72K | 0.2% | 69 |
|
|
2025
Q3 | $296K | Hold |
1,910
| – | – | 0.21% | 70 |
|
|
2025
Q2 | $291K | Sell |
1,910
-58
| -3% | -$8.29K | 0.22% | 69 |
|
|
2025
Q1 | $289K | Buy |
1,968
+58
| +3% | +$8.52K | 0.22% | 68 |
|
|
2024
Q4 | $247K | Hold |
1,910
| – | – | 0.19% | 72 |
|
|
2024
Q3 | $261K | Sell |
1,910
-101
| -5% | -$12.4K | 0.19% | 73 |
|
|
2024
Q2 | $206K | Sell |
2,011
-394
| -16% | -$38.4K | 0.16% | 81 |
|
|
2024
Q1 | $213K | Sell |
2,405
-90
| -4% | -$7.46K | 0.17% | 80 |
|
|
2023
Q4 | $228K | Buy |
+2,495
| New | +$200K | 0.19% | 73 |
|
|
2023
Q3 | – | Sell |
-2,495
| Closed | -$209K | – | 76 |
|
|
2023
Q2 | $209K | Hold |
2,495
| – | – | 0.17% | 76 |
|
|
2023
Q1 | $219K | Sell |
2,495
-90
| -3% | -$8.49K | 0.19% | 71 |
|
|
2022
Q4 | $259K | Sell |
2,585
-447
| -15% | -$45.6K | 0.25% | 68 |
|
|
2022
Q3 | $280K | Sell |
3,032
-283
| -9% | -$31K | 0.28% | 65 |
|
|
2022
Q2 | $359K | Sell |
3,315
-403
| -11% | -$48.7K | 0.33% | 61 |
|
|
2022
Q1 | $463K | Hold |
3,718
| – | – | 0.38% | 57 |
|
|
2021
Q4 | $552K | Sell |
3,718
-27
| -0.7% | -$4.02K | 0.43% | 52 |
|
|
2021
Q3 | $549K | Hold |
3,745
| – | – | 0.46% | 50 |
|
|
2021
Q2 | $622K | Hold |
3,745
| – | – | 0.52% | 46 |
|
|
2021
Q1 | $603K | Hold |
3,745
| – | – | 0.53% | 45 |
|
|
2020
Q4 | $547K | Buy |
3,745
+718
| +24% | +$102K | 0.53% | 46 |
|
|
2020
Q3 | $405K | Hold |
3,027
| – | – | 0.44% | 51 |
|
|
2020
Q2 | $395K | Hold |
3,027
| – | – | 0.46% | 56 |
|
|
2020
Q1 | $346K | Hold |
3,027
| – | – | 0.46% | 52 |
|
|
2019
Q4 | $447K | Sell |
3,027
-463
| -13% | -$64.8K | 0.45% | 53 |
|
|
2019
Q3 | $480K | Hold |
3,490
| – | – | 0.52% | 52 |
|
|
2019
Q2 | $506K | Hold |
3,490
| – | – | 0.56% | 46 |
|
|
2019
Q1 | $606K | Sell |
3,490
-39
| -1% | -$6.57K | 0.67% | 44 |
|
|
2018
Q4 | $562K | Hold |
3,529
| – | – | 0.71% | 42 |
|
|
2018
Q3 | $622K | Hold |
3,529
| – | – | 0.68% | 42 |
|
|
2018
Q2 | $581K | Hold |
3,529
| – | – | 0.67% | 41 |
|
|
2018
Q1 | $648K | Buy |
3,529
+357
| +11% | +$70.7K | 0.77% | 39 |
|
|
2017
Q4 | $624K | Buy |
+3,172
| New | +$610K | 0.7% | 39 |
|
|
2016
Q3 | $523K | Hold |
3,551
| – | – | 0.61% | 42 |
|
|
2016
Q2 | $520K | Sell |
3,551
-837
| -19% | -$118K | 0.59% | 44 |
|
|
2016
Q1 | $611K | Sell |
4,388
-80
| -2% | -$10.3K | 0.7% | 40 |
|
|
2015
Q4 | $563K | Hold |
4,468
| – | – | 0.65% | 41 |
|
|
2015
Q3 | $530K | Sell |
4,468
-3
| -0.1% | -$369 | 0.7% | 39 |
|
|
2015
Q2 | $577K | Hold |
4,471
| – | – | 0.64% | 40 |
|
|
2015
Q1 | $617K | Hold |
4,471
| – | – | 0.68% | 39 |
|
|
2014
Q4 | $614K | Buy |
+4,471
| New | +$574K | 0.67% | 41 |
|
Other funds holding MMM
VCM
VPM
Charter Research & Investment Group's MMM Position: Q1 2026 in Review
Charter Research & Investment Group held its 3M (MMM) position steady in Q1 2026 at 1,875 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #73.
Charter Research & Investment Group first reported a position in MMM in Q4 2014 and has held it in 41 quarters since. The position peaked at $648K in Q1 2018. 2,160 funds tracked by Wall St. Rank hold MMM as of Q1 2026.
- Charter Research & Investment Group held 1,875 shares of 3M worth $272K as of Q1 2026.
- Charter Research & Investment Group left its 3M share count unchanged in Q1 2026.
- 3M made up 0.18% of Charter Research & Investment Group's portfolio in Q1 2026, its #73 holding.
- Charter Research & Investment Group first reported a position in 3M in Q4 2014 and has held it in 41 quarters since.
- Charter Research & Investment Group's 3M position peaked at $648K in Q1 2018.
- 2,160 funds tracked by Wall St. Rank held 3M as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.