Legacy Wealth Asset Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.55M | Buy |
15,779
+3,826
| +32% | +$580K | 0.56% | 34 |
|
|
2026
Q1 | $1.74M | Buy |
11,953
+1,070
| +10% | +$170K | 0.42% | 51 |
|
|
2025
Q4 | $1.74M | Buy |
10,883
+897
| +9% | +$147K | 0.43% | 54 |
|
|
2025
Q3 | $1.55M | Buy |
9,986
+158
| +2% | +$24.4K | 0.38% | 65 |
|
|
2025
Q2 | $1.5M | Sell |
9,828
-266
| -3% | -$38K | 0.38% | 64 |
|
|
2025
Q1 | $1.48M | Buy |
10,094
+72
| +0.7% | +$10.6K | 0.41% | 69 |
|
|
2024
Q4 | $1.29M | Buy |
10,022
+839
| +9% | +$110K | 0.35% | 73 |
|
|
2024
Q3 | $1.26M | Sell |
9,183
-1,327
| -13% | -$162K | 0.34% | 83 |
|
|
2024
Q2 | $1.07M | Sell |
10,510
-2,254
| -18% | -$220K | 0.3% | 89 |
|
|
2024
Q1 | $1.13M | Buy |
12,764
+86
| +0.7% | +$7.13K | 0.32% | 84 |
|
|
2023
Q4 | $1.16M | Buy |
12,678
+12
| +0.1% | +$963 | 0.38% | 76 |
|
|
2023
Q3 | $991K | Sell |
12,666
-519
| -4% | -$44.6K | 0.36% | 87 |
|
|
2023
Q2 | $1.1M | Sell |
13,185
-695
| -5% | -$59K | 0.39% | 72 |
|
|
2023
Q1 | $1.22M | Sell |
13,880
-332
| -2% | -$31.3K | 0.44% | 62 |
|
|
2022
Q4 | $1.43M | Sell |
14,212
-679
| -5% | -$69.2K | 0.54% | 44 |
|
|
2022
Q3 | $1.38M | Sell |
14,891
-2,373
| -14% | -$260K | 0.6% | 35 |
|
|
2022
Q2 | $1.87M | Sell |
17,264
-383
| -2% | -$46.3K | 0.76% | 21 |
|
|
2022
Q1 | $2.2M | Sell |
17,647
-1,279
| -7% | -$170K | 0.78% | 16 |
|
|
2021
Q4 | $2.81M | Buy |
18,926
+333
| +2% | +$49.6K | 0.95% | 10 |
|
|
2021
Q3 | $2.73M | Sell |
18,593
-178
| -0.9% | -$28.8K | 1.25% | 9 |
|
|
2021
Q2 | $3.12M | Buy |
18,771
+2,620
| +16% | +$437K | 1.38% | 7 |
|
|
2021
Q1 | $2.6M | Sell |
16,151
-72
| -0.4% | -$10.8K | 1.2% | 10 |
|
|
2020
Q4 | $2.37M | Buy |
+16,223
| New | +$2.3M | 1.19% | 9 |
|
Other funds holding MMM
P
CNB
SFWA
WCM
QCM
STAS
SIC