Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.24M Buy
56,720
+51,100
+909% +$8.14M 0.12% 207
2025
Q4
$900K Sell
5,620
-1,712
-23% -$280K 0.01% 1020
2025
Q3
$1.14M Buy
7,332
+2,132
+41% +$329K 0.01% 960
2025
Q2
$792K Buy
+5,200
New +$743K 0.01% 1063
2025
Q1
Sell
-138,373
Closed -$17.9M 1859
2024
Q4
$17.9M Buy
138,373
+128,546
+1,308% +$16.9M 0.38% 42
2024
Q3
$1.34M Buy
9,827
+4,958
+102% +$607K 0.03% 667
2024
Q2
$498K Sell
4,869
-4,834
-50% -$471K 0.01% 1134
2024
Q1
$861K Buy
+9,703
New +$805K 0.02% 883
2023
Q4
Sell
-10,897
Closed -$853K 2057
2023
Q3
$853K Sell
10,897
-12,094
-53% -$1.04M 0.03% 755
2023
Q2
$1.92M Buy
+22,991
New +$1.95M 0.07% 403
2023
Q1
Sell
-4,023
Closed -$403K 1869
2022
Q4
$403K Sell
4,023
-30,491
-88% -$3.11M 0.02% 875
2022
Q3
$3.19M Buy
34,514
+23,458
+212% +$2.57M 0.12% 240
2022
Q2
$1.2M Buy
11,056
+5,356
+94% +$647K 0.05% 497
2022
Q1
$709K Buy
+5,700
New +$758K 0.03% 663
2021
Q4
Sell
-2,021
Closed -$296K 1591
2021
Q3
$296K Sell
2,021
-7,652
-79% -$1.24M 0.02% 673
2021
Q2
$1.61M Sell
9,673
-4,421
-31% -$738K 0.16% 162
2021
Q1
$2.27M Buy
+14,094
New +$2.11M 0.21% 52
2020
Q4
Sell
-8,431
Closed -$1.13M 1090
2020
Q3
$1.13M Buy
+8,431
New +$1.13M 0.23% 92

Other funds holding MMM