HWA
MMM icon

Heartwood Wealth Advisors’s 3M MMM Stock Holding History

Heartwood Wealth Advisors’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,124
Closed -$174K – 449
2025
Q3 		$174K Buy
+1,124
New +$173K 0.02% 208
2025
Q1 		– Sell
-9,857
Closed -$1.27M – 178
2024
Q4 		$1.27M Sell
9,857
-26
-0.3% -$3.41K 0.14% 52
2024
Q3 		$1.35M Buy
9,883
+211
+2% +$25.8K 0.15% 49
2024
Q2 		$988K Sell
9,672
-228
-2% -$22.2K 0.12% 64
2024
Q1 		$878K Buy
9,900
+2,338
+31% +$194K 0.11% 68
2023
Q4 		$691K Buy
7,562
+15
+0.2% +$1.2K 0.09% 71
2023
Q3 		$591K Buy
+7,547
New +$648K 0.09% 76
2023
Q2 		– Sell
-8,246
Closed -$725K – 144
2023
Q1 		$725K Buy
8,246
+1,454
+21% +$137K 0.11% 64
2022
Q4 		$681K Buy
6,792
+1,482
+28% +$151K 0.11% 66
2022
Q3 		$491K Buy
5,310
+821
+18% +$90.1K 0.09% 70
2022
Q2 		$486K Sell
4,489
-950
-17% -$115K 0.08% 73
2022
Q1 		$677K Buy
5,439
+1,910
+54% +$254K 0.1% 56
2021
Q4 		$524K Buy
3,529
+753
+27% +$112K 0.08% 63
2021
Q3 		$407K Buy
2,776
+66
+2% +$10.7K 0.06% 69
2021
Q2 		$450K Buy
+2,710
New +$452K 0.07% 65

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Heartwood Wealth Advisors's MMM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of 3M (MMM) in Q4 2025, closing a stake of 1,124 shares — an estimated $174K sold.

Heartwood Wealth Advisors first reported a position in MMM in Q2 2021 and held it in 15 quarters. The position peaked at $1.35M in Q3 2024. 2,272 funds tracked by Wall St. Rank hold MMM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining 3M position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,124 3M shares in Q4 2025, an estimated $174K.
  • Heartwood Wealth Advisors first reported a position in 3M in Q2 2021 and held it in 15 quarters.
  • Heartwood Wealth Advisors's 3M position peaked at $1.35M in Q3 2024.
  • 2,272 funds tracked by Wall St. Rank held 3M as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.