Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-223,731
Closed -$35.8M 530
2025
Q4
$35.8M Buy
223,731
+41,131
+23% +$6.73M 0.29% 104
2025
Q3
$28.3M Sell
182,600
-387,189
-68% -$59.7M 0.24% 119
2025
Q2
$86.7M Buy
569,789
+77,257
+16% +$11M 0.72% 29
2025
Q1
$72.3M Sell
492,532
-212,524
-30% -$31.2M 0.69% 30
2024
Q4
$91M Sell
705,056
-51,143
-7% -$6.71M 0.89% 13
2024
Q3
$103M Buy
756,199
+430,674
+132% +$52.7M 0.91% 14
2024
Q2
$33.3M Buy
+325,525
New +$31.7M 0.31% 114
2024
Q1
Sell
-99,212
Closed -$9.07M 488
2023
Q4
$9.07M Sell
99,212
-45,976
-32% -$3.69M 0.09% 221
2023
Q3
$11.4M Buy
+145,188
New +$12.5M 0.13% 192
2023
Q2
Sell
-76,927
Closed -$6.76M 547
2023
Q1
$6.76M Buy
+76,927
New +$7.25M 0.09% 201
2022
Q2
Sell
-23,353
Closed -$2.91M 616
2022
Q1
$2.91M Buy
+23,353
New +$3.11M 0.03% 322
2021
Q1
Sell
-14,131
Closed -$2.06M 620
2020
Q4
$2.06M Buy
14,131
+12,158
+616% +$1.73M 0.02% 415
2020
Q3
$264K Buy
+1,973
New +$265K ﹤0.01% 541
2019
Q2
Sell
-4,957
Closed -$861K 226
2019
Q1
$861K Hold
4,957
0.03% 197
2018
Q4
$790K Hold
4,957
0.03% 198
2018
Q3
$873K Sell
4,957
-47,390
-91% -$8.16M 0.03% 226
2018
Q2
$8.61M Buy
52,347
+14,624
+39% +$2.5M 0.25% 109
2018
Q1
$6.92M Buy
+37,723
New +$7.47M 0.21% 132

Other funds holding MMM