Steward Partners Investment Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.57M | Buy |
45,258
+3,890
| +9% | +$619K | 0.03% | 429 |
|
|
2025
Q4 | $6.62M | Buy |
41,368
+424
| +1% | +$69.3K | 0.04% | 402 |
|
|
2025
Q3 | $6.35M | Buy |
40,944
+4,639
| +13% | +$715K | 0.04% | 411 |
|
|
2025
Q2 | $5.53M | Sell |
36,305
-3,672
| -9% | -$525K | 0.04% | 401 |
|
|
2025
Q1 | $5.87M | Sell |
39,977
-1,043
| -3% | -$153K | 0.05% | 349 |
|
|
2024
Q4 | $5.3M | Buy |
41,020
+452
| +1% | +$59.3K | 0.05% | 362 |
|
|
2024
Q3 | $5.55M | Sell |
40,568
-30,754
| -43% | -$3.76M | 0.05% | 336 |
|
|
2024
Q2 | $7.29M | Buy |
71,322
+4,582
| +7% | +$447K | 0.08% | 256 |
|
|
2024
Q1 | $5.92M | Buy |
66,740
+11,931
| +22% | +$989K | 0.07% | 298 |
|
|
2023
Q4 | $5.01M | Buy |
54,809
+3,636
| +7% | +$292K | 0.07% | 287 |
|
|
2023
Q3 | $4.01M | Buy |
51,173
+9,502
| +23% | +$816K | 0.06% | 299 |
|
|
2023
Q2 | $3.49M | Buy |
41,671
+263
| +0.6% | +$22.3K | 0.05% | 336 |
|
|
2023
Q1 | $3.64M | Buy |
41,408
+2,257
| +6% | +$213K | 0.06% | 323 |
|
|
2022
Q4 | $3.93M | Sell |
39,151
-12,275
| -24% | -$1.25M | 0.07% | 297 |
|
|
2022
Q3 | $4.75M | Sell |
51,426
-2,030
| -4% | -$223K | 0.09% | 246 |
|
|
2022
Q2 | $5.78M | Sell |
53,456
-164
| -0.3% | -$19.8K | 0.11% | 208 |
|
|
2022
Q1 | $6.67M | Sell |
53,620
-19,934
| -27% | -$2.65M | 0.1% | 209 |
|
|
2021
Q4 | $10.9M | Sell |
73,554
-5,448
| -7% | -$812K | 0.17% | 140 |
|
|
2021
Q3 | $11.6M | Buy |
79,002
+3,278
| +4% | +$531K | 0.2% | 122 |
|
|
2021
Q2 | $12.6M | Buy |
75,724
+2,231
| +3% | +$372K | 0.21% | 105 |
|
|
2021
Q1 | $11.8M | Buy |
73,493
+15,066
| +26% | +$2.26M | 0.21% | 118 |
|
|
2020
Q4 | $8.54M | Buy |
58,427
+6,067
| +12% | +$861K | 0.19% | 130 |
|
|
2020
Q3 | $7.01M | Buy |
52,360
+1,668
| +3% | +$224K | 0.18% | 133 |
|
|
2020
Q2 | $6.61M | Buy |
50,692
+11,110
| +28% | +$1.4M | 0.19% | 136 |
|
|
2020
Q1 | $4.52M | Buy |
39,582
+4,190
| +12% | +$551K | 0.17% | 152 |
|
|
2019
Q4 | $5.22M | Buy |
35,392
+1,240
| +4% | +$174K | 0.15% | 147 |
|
|
2019
Q3 | $4.69M | Buy |
34,152
+364
| +1% | +$50.9K | 0.16% | 147 |
|
|
2019
Q2 | $4.9M | Sell |
33,788
-702
| -2% | -$108K | 0.18% | 130 |
|
|
2019
Q1 | $5.99M | Buy |
34,490
+723
| +2% | +$122K | 0.25% | 99 |
|
|
2018
Q4 | $5.38M | Sell |
33,767
-577
| -2% | -$95.8K | 0.26% | 98 |
|
|
2018
Q3 | $6.05M | Buy |
34,344
+4,324
| +14% | +$745K | 0.29% | 84 |
|
|
2018
Q2 | $4.94M | Buy |
30,020
+8,262
| +38% | +$1.41M | 0.29% | 82 |
|
|
2018
Q1 | $3.99M | Sell |
21,758
-720
| -3% | -$143K | 0.27% | 90 |
|
|
2017
Q4 | $4.42M | Buy |
22,478
+224
| +1% | +$43.1K | 0.34% | 73 |
|
|
2017
Q3 | $3.9M | Sell |
22,254
-2,265
| -9% | -$393K | 0.4% | 63 |
|
|
2017
Q2 | $4.27M | Buy |
24,519
+5,761
| +31% | +$963K | 0.48% | 55 |
|
|
2017
Q1 | $3M | Buy |
18,758
+6,280
| +50% | +$963K | 0.45% | 58 |
|
|
2016
Q4 | $1.86M | Buy |
+12,478
| New | +$1.8M | 0.85% | 23 |
|
Other funds holding MMM
VCM
VPM
