Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,505
Closed -$241K 351
2025
Q4
$241K Buy
1,505
+17
+1% +$2.78K 0.05% 222
2025
Q3
$231K Sell
1,488
-841
-36% -$130K 0.06% 226
2025
Q2
$355K Hold
2,329
0.09% 182
2025
Q1
$342K Sell
2,329
-282
-11% -$41.4K 0.1% 172
2024
Q4
$337K Hold
2,611
0.1% 154
2024
Q3
$357K Hold
2,611
0.11% 159
2024
Q2
$267K Buy
+2,611
New +$255K 0.09% 180
2023
Q1
Sell
-5,673
Closed -$569K 215
2022
Q4
$569K Sell
5,673
-211
-4% -$21.5K 0.29% 90
2022
Q3
$544K Buy
5,884
+172
+3% +$18.9K 0.31% 88
2022
Q2
$618K Buy
5,712
+158
+3% +$19.1K 0.34% 81
2022
Q1
$691K Buy
5,554
+432
+8% +$57.4K 0.33% 84
2021
Q4
$761K Buy
5,122
+221
+5% +$32.9K 0.33% 78
2021
Q3
$719K Buy
4,901
+222
+5% +$36K 0.33% 79
2021
Q2
$777K Buy
+4,679
New +$781K 0.32% 85
2020
Q4
$721K Buy
4,935
+55
+1% +$7.81K 0.35% 80
2020
Q3
$653K Buy
4,880
+182
+4% +$24.5K 0.4% 70
2020
Q2
$613K Buy
4,698
+395
+9% +$49.8K 0.43% 66
2020
Q1
$491K Buy
4,303
+1,689
+65% +$222K 0.45% 65
2019
Q4
$386K Buy
+2,614
New +$366K 0.29% 106

Other funds holding MMM