Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.6M Sell
60,356
-14,804
-20% -$2.36M 0.08% 209
2025
Q4
$12.2M Buy
75,160
+49,124
+189% +$8.03M 0.1% 177
2025
Q3
$4.01M Sell
26,036
-19,043
-42% -$2.94M 0.04% 277
2025
Q2
$6.84M Buy
45,079
+39,139
+659% +$5.59M 0.06% 239
2025
Q1
$860K Sell
5,940
-1,134
-16% -$167K 0.01% 388
2024
Q4
$921K Buy
+7,074
New +$928K 0.01% 398
2024
Q3
Sell
-52,900
Closed -$6.48M 754
2024
Q2
$5.46M Sell
52,900
-4,867
-8% -$474K 0.07% 210
2024
Q1
$5.05M Hold
57,767
0.07% 226
2023
Q4
$5.3M Buy
57,767
+43,074
+293% +$3.46M 0.08% 213
2023
Q3
$1.15M Sell
14,693
-61
-0.4% -$5.24K 0.02% 332
2023
Q2
$1.22M Sell
14,754
-47,812
-76% -$4.06M 0.02% 340
2023
Q1
$5.38M Sell
62,566
-18,488
-23% -$1.74M 0.1% 200
2022
Q4
$8.17M Buy
81,054
+35,051
+76% +$3.57M 0.17% 149
2022
Q3
$4.33M Buy
46,003
+4,975
+12% +$546K 0.1% 215
2022
Q2
$4.45M Sell
41,028
-21,437
-34% -$2.59M 0.1% 217
2022
Q1
$7.91M Sell
62,465
-7,082
-10% -$942K 0.15% 165
2021
Q4
$10.4M Sell
69,547
-37,653
-35% -$5.61M 0.19% 139
2021
Q3
$16.2M Buy
107,200
+35,409
+49% +$5.74M 0.32% 97
2021
Q2
$11.8M Buy
71,791
+5,198
+8% +$867K 0.23% 120
2021
Q1
$10.8M Buy
66,593
+24,051
+57% +$3.6M 0.27% 110
2020
Q4
$6.18M Buy
42,542
+7,926
+23% +$1.13M 0.17% 150
2020
Q3
$4.63M Buy
34,616
+11,892
+52% +$1.6M 0.16% 154
2020
Q2
$2.96M Buy
+22,724
New +$2.86M 0.12% 182
2020
Q1
Hold
0
708
2019
Q4
Sell
-9,224
Closed -$1.29M 749
2019
Q3
$1.27M Sell
9,224
-1,213
-12% -$170K 0.07% 234
2019
Q2
$1.5M Sell
10,437
-1,579
-13% -$243K 0.08% 213
2019
Q1
$2.09M Sell
12,016
-299
-2% -$50.3K 0.12% 170
2018
Q4
$1.96M Buy
+12,315
New +$2.04M 0.13% 155

Other funds holding MMM