Wealth Architects’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 | $231K | Buy |
1,594
+23
| +1% | +$3.66K | 0.02% | 210 |
|
|
2025
Q4 | $252K | Sell |
1,571
-170
| -10% | -$27.8K | 0.02% | 200 |
|
|
2025
Q3 | $270K | Sell |
1,741
-8
| -0.5% | -$1.23K | 0.03% | 190 |
|
|
2025
Q2 | $266K | Buy |
1,749
+20
| +1% | +$2.86K | 0.03% | 185 |
|
|
2025
Q1 | $254K | Sell |
1,729
-21
| -1% | -$3.08K | 0.03% | 191 |
|
|
2024
Q4 | $226K | Sell |
1,750
-3
| -0.2% | -$393 | 0.03% | 196 |
|
|
2024
Q3 | $240K | Buy |
+1,753
| New | +$215K | 0.03% | 187 |
|
|
2024
Q1 | – | Sell |
-2,388
| Closed | -$218K | – | 212 |
|
|
2023
Q4 | $218K | Buy |
+2,388
| New | +$192K | 0.03% | 183 |
|
|
2022
Q3 | – | Sell |
-2,189
| Closed | -$237K | – | 184 |
|
|
2022
Q2 | $237K | Buy |
2,189
+48
| +2% | +$5.8K | 0.05% | 154 |
|
|
2022
Q1 | $267K | Sell |
2,141
-69
| -3% | -$9.18K | 0.05% | 161 |
|
|
2021
Q4 | $328K | Buy |
2,210
+501
| +29% | +$74.6K | 0.06% | 146 |
|
|
2021
Q3 | $251K | Buy |
1,709
+66
| +4% | +$10.7K | 0.05% | 156 |
|
|
2021
Q2 | $273K | Sell |
1,643
-55
| -3% | -$9.18K | 0.05% | 142 |
|
|
2021
Q1 | $274K | Sell |
1,698
-718
| -30% | -$107K | 0.06% | 128 |
|
|
2020
Q4 | $353K | Sell |
2,416
-1,371
| -36% | -$195K | 0.08% | 103 |
|
|
2020
Q3 | $507K | Sell |
3,787
-1,392
| -27% | -$187K | 0.14% | 69 |
|
|
2020
Q2 | $675K | Sell |
5,179
-1,364
| -21% | -$172K | 0.19% | 52 |
|
|
2020
Q1 | $747K | Sell |
6,543
-1,383
| -17% | -$182K | 0.26% | 43 |
|
|
2019
Q4 | $1.17M | Sell |
7,926
-1,605
| -17% | -$225K | 0.33% | 30 |
|
|
2019
Q3 | $1.31M | Sell |
9,531
-1,447
| -13% | -$202K | 0.4% | 27 |
|
|
2019
Q2 | $1.59M | Sell |
10,978
-1,604
| -13% | -$247K | 0.48% | 25 |
|
|
2019
Q1 | $2.19M | Sell |
12,582
-1,664
| -12% | -$280K | 0.68% | 20 |
|
|
2018
Q4 | $2.27M | Sell |
14,246
-1,324
| -9% | -$220K | 0.82% | 20 |
|
|
2018
Q3 | $2.74M | Sell |
15,570
-753
| -5% | -$130K | 0.85% | 20 |
|
|
2018
Q2 | $2.69M | Sell |
16,323
-1,378
| -8% | -$235K | 0.87% | 20 |
|
|
2018
Q1 | $3.25M | Sell |
17,701
-1,007
| -5% | -$200K | 1.08% | 17 |
|
|
2017
Q4 | $3.68M | Sell |
18,708
-1,824
| -9% | -$351K | 1.21% | 16 |
|
|
2017
Q3 | $3.6M | Sell |
20,532
-2
| -0% | -$347 | 1.25% | 15 |
|
|
2017
Q2 | $3.57M | Sell |
20,534
-144
| -0.7% | -$24.1K | 1.33% | 12 |
|
|
2017
Q1 | $3.31M | Hold |
20,678
| – | – | 1.31% | 14 |
|
|
2016
Q4 | $3.09M | Hold |
20,678
| – | – | 1.37% | 13 |
|
|
2016
Q3 | $3.05M | Sell |
20,678
-610
| -3% | -$91.1K | 1.41% | 12 |
|
|
2016
Q2 | $3.12M | Hold |
21,288
| – | – | 1.51% | 12 |
|
|
2016
Q1 | $2.97M | Hold |
21,288
| – | – | 1.48% | 13 |
|
|
2015
Q4 | $2.68M | Hold |
21,288
| – | – | 1.33% | 13 |
|
|
2015
Q3 | $2.52M | Buy |
21,288
+18,418
| +642% | +$2.26M | 1.35% | 13 |
|
|
2015
Q2 | $370K | Sell |
2,870
-112
| -4% | -$15K | 0.2% | 76 |
|
|
2015
Q1 | $411K | Sell |
2,982
-81
| -3% | -$11.2K | 0.24% | 58 |
|
|
2014
Q4 | $421K | Buy |
+3,063
| New | +$393K | 0.25% | 57 |
|
Other funds holding MMM
VCM
VPM
