Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,280
Closed -$205K 266
2025
Q4
$205K Buy
+1,280
New +$209K 0.02% 249
2024
Q3
Sell
-1,997
Closed -$204K 188
2024
Q2
$204K Sell
1,997
-4,649
-70% -$453K 0.02% 180
2024
Q1
$589K Sell
6,646
-114,471
-95% -$9.49M 0.05% 115
2023
Q4
$11.1M Buy
121,117
+3,658
+3% +$294K 1.04% 41
2023
Q3
$9.19M Buy
117,459
+3,704
+3% +$318K 0.93% 45
2023
Q2
$9.52M Buy
113,755
+7,403
+7% +$629K 0.92% 45
2023
Q1
$9.35M Buy
106,352
+20,919
+24% +$1.97M 0.92% 45
2022
Q4
$8.57M Buy
85,433
+8,141
+11% +$830K 0.86% 48
2022
Q3
$7.14M Sell
77,292
-2,085
-3% -$229K 0.76% 50
2022
Q2
$8.59M Sell
79,377
-1,138
-1% -$138K 0.87% 48
2022
Q1
$10M Buy
80,515
+6,062
+8% +$806K 0.9% 45
2021
Q4
$11.1M Sell
74,453
-291
-0.4% -$43.4K 0.95% 44
2021
Q3
$11M Buy
74,744
+27,209
+57% +$4.41M 1.06% 39
2021
Q2
$7.89M Buy
47,535
+19,344
+69% +$3.23M 0.75% 53
2021
Q1
$4.54M Buy
28,191
+5,247
+23% +$785K 0.46% 67
2020
Q4
$3.35M Buy
+22,944
New +$3.26M 0.35% 72

Other funds holding MMM