Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.7M Buy
72,570
+16,829
+30% +$2.55M 2.11% 17
2026
Q1
$8.1M Buy
55,741
+1,429
+3% +$228K 1.52% 22
2025
Q4
$8.7M Buy
54,312
+2,986
+6% +$488K 1.56% 22
2025
Q3
$7.96M Buy
51,326
+84
+0.2% +$13K 1.51% 21
2025
Q2
$7.8M Buy
51,242
+789
+2% +$113K 1.54% 20
2025
Q1
$6.49M Buy
50,453
+3,738
+8% +$549K 1.6% 19
2024
Q4
$6.03M Buy
46,715
+2,020
+5% +$265K 1.57% 21
2024
Q3
$6.11M Buy
44,695
+1,552
+4% +$190K 1.7% 19
2024
Q2
$4.41M Sell
43,143
-2,968
-6% -$289K 1.45% 22
2024
Q1
$3.62M Sell
46,111
-833
-2% -$69.1K 1.46% 23
2023
Q4
$4.29M Buy
46,944
+1,032
+2% +$82.8K 1.9% 18
2023
Q3
$3.59M Buy
+45,912
New +$3.94M 1.8% 17
2023
Q1
Sell
-2,259
Closed -$227K 95
2022
Q4
$227K Hold
2,259
0.14% 87
2022
Q3
$209K Sell
2,259
-29
-1% -$3.18K 0.12% 94
2022
Q2
$248K Sell
2,288
-79
-3% -$9.55K 0.13% 100
2022
Q1
$295K Sell
2,367
-4,351
-65% -$579K 0.15% 99
2021
Q4
$998K Buy
6,718
+2,587
+63% +$385K 0.53% 52
2021
Q3
$612K Buy
+4,131
New +$669K 0.36% 66

Other funds holding MMM