Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.4M Sell
71,466
-848
-1% -$135K 0.04% 334
2025
Q4
$11.6M Buy
72,314
+3,318
+5% +$543K 0.04% 295
2025
Q3
$10.7M Buy
68,996
+544
+0.8% +$83.9K 0.04% 316
2025
Q2
$10.4M Buy
68,452
+1,525
+2% +$218K 0.04% 314
2025
Q1
$9.81M Sell
66,927
-1,514
-2% -$222K 0.04% 345
2024
Q4
$8.84M Sell
68,441
-5,702
-8% -$748K 0.04% 358
2024
Q3
$10.1M Buy
74,143
+1,054
+1% +$129K 0.05% 310
2024
Q2
$7.47M Sell
73,089
-11,530
-14% -$1.12M 0.03% 400
2024
Q1
$7.5M Sell
84,619
-13,508
-14% -$1.12M 0.04% 392
2023
Q4
$9.03M Buy
+98,127
New +$7.87M 0.05% 276

Other funds holding MMM