Heritage Financial Services’s 3M MMM Stock Holding History

Heritage Financial Services’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	$212K	Buy	1,327 +7	+0.5%	+$1.15K	0.02%	119
2025 Q3	$205K	Sell	1,320 -7	-0.5%	-$1.08K	0.02%	131
2025 Q2	$202K	Sell	1,327 -134	-9%	-$19.2K	0.02%	122
2025 Q1	$215K	Buy	+1,461	New	+$215K	0.02%	113
2024 Q1	–	Sell	-2,593	Closed	-$237K	–	109
2023 Q4	$237K	Sell	2,593 -99	-4%	-$7.94K	0.04%	88
2023 Q3	$211K	Hold	2,692	–	–	0.04%	72
2023 Q2	$225K	Hold	2,692	–	–	0.05%	71
2023 Q1	$237K	Sell	2,692 -29	-1%	-$2.73K	0.05%	69
2022 Q4	$273K	Sell	2,721 -24	-0.9%	-$2.45K	0.07%	65
2022 Q3	$253K	Buy	2,745 +24	+0.9%	+$2.63K	0.15%	54
2022 Q2	$294K	Sell	2,721 -55	-2%	-$6.65K	0.16%	50
2022 Q1	$345K	Buy	2,776 +50	+2%	+$6.65K	0.23%	51
2021 Q4	$404K	Buy	+2,726	New	+$406K	0.32%	41

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Heritage Financial Services's MMM Position: Q4 2025 in Review

Heritage Financial Services increased its 3M (MMM) stake by 0.53% in Q4 2025, buying an estimated $1.15K and bringing the position to 1,327 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #119.

Heritage Financial Services first reported a position in MMM in Q4 2021 and has held it in 13 quarters since. The position peaked at $404K in Q4 2021. 2,262 funds tracked by Wall St. Rank hold MMM as of Q4 2025.

Heritage Financial Services held 1,327 shares of 3M worth $212K as of Q4 2025.
Heritage Financial Services bought 7 3M shares in Q4 2025, an estimated $1.15K.
3M made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #119 holding.
Heritage Financial Services first reported a position in 3M in Q4 2021 and has held it in 13 quarters since.
Heritage Financial Services's 3M position peaked at $404K in Q4 2021.
2,262 funds tracked by Wall St. Rank held 3M as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.