Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,614
Closed -$258K 139
2025
Q4
$258K Sell
1,614
-203
-11% -$33.2K 0.08% 119
2025
Q3
$282K Sell
1,817
-487
-21% -$75.1K 0.09% 117
2025
Q2
$351K Sell
2,304
-292
-11% -$41.7K 0.13% 107
2025
Q1
$381K Sell
2,596
-413
-14% -$60.7K 0.16% 105
2024
Q4
$388K Sell
3,009
-1,719
-36% -$225K 0.17% 112
2024
Q3
$646K Sell
4,728
-1,667
-26% -$204K 0.29% 89
2024
Q2
$654K Sell
6,395
-2,074
-24% -$202K 0.37% 80
2024
Q1
$751K Buy
8,469
+50
+0.6% +$4.15K 0.43% 72
2023
Q4
$772K Sell
8,419
-1,009
-11% -$81K 0.46% 67
2023
Q3
$738K Buy
9,428
+506
+6% +$43.4K 0.5% 66
2023
Q2
$747K Buy
8,922
+270
+3% +$22.9K 0.49% 67
2023
Q1
$760K Buy
8,652
+561
+7% +$52.9K 0.51% 65
2022
Q4
$811K Buy
+8,091
New +$825K 0.59% 61

Other funds holding MMM