Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116K Sell
802
-73
-8% -$11.6K 0.02% 299
2025
Q4
$140K Hold
875
0.03% 273
2025
Q3
$136K Hold
875
0.03% 266
2025
Q2
$133K Buy
875
+117
+15% +$16.7K 0.03% 276
2025
Q1
$111K Hold
758
0.03% 296
2024
Q4
$97.8K Buy
758
+117
+18% +$15.3K 0.03% 318
2024
Q3
$87.6K Buy
641
+73
+13% +$8.94K 0.02% 341
2024
Q2
$57.1K Sell
568
-486
-46% -$47.4K 0.02% 400
2024
Q1
$82.8K Sell
1,054
-698
-40% -$57.9K 0.02% 345
2023
Q4
$160K Sell
1,752
-3
-0.2% -$241 0.05% 216
2023
Q3
$137K Buy
1,755
+718
+69% +$61.6K 0.05% 234
2023
Q2
$86.8K Sell
1,037
-509
-33% -$43.2K 0.03% 323
2023
Q1
$136K Sell
1,546
-90
-6% -$8.49K 0.04% 249
2022
Q4
$164K Sell
1,636
-77
-4% -$7.85K 0.06% 214
2022
Q3
$158K Buy
1,713
+104
+6% +$11.4K 0.06% 197
2022
Q2
$173K Buy
1,609
+5
+0.3% +$604 0.07% 187
2022
Q1
$200K Sell
1,604
-125
-7% -$16.6K 0.07% 186
2021
Q4
$257K Sell
1,729
-107
-6% -$15.9K 0.09% 143
2021
Q3
$269K Hold
1,836
0.11% 121
2021
Q2
$305K Hold
1,836
0.16% 74
2021
Q1
$296K Buy
1,836
+1
+0.1% +$150 0.17% 74
2020
Q4
$268K Sell
1,835
-117
-6% -$16.6K 0.17% 72
2020
Q3
$261K Buy
1,952
+61
+3% +$8.21K 0.19% 66
2020
Q2
$247K Buy
1,891
+389
+26% +$49K 0.2% 64
2020
Q1
$172K Buy
+1,502
New +$198K 0.17% 61

Other funds holding MMM