Heritage Investment Group’s 3M MMM Stock Holding History

Heritage Investment Group’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
2026 Q2	$271K	Sell	1,676 -82	-5%	-$12.4K	0.04%	112
2026 Q1	$255K	Sell	1,758 -3	-0.2%	-$478	0.04%	105
2025 Q4	$282K	Buy	1,761 +52	+3%	+$8.5K	0.04%	100
2025 Q3	$265K	Hold	1,709	–	–	0.04%	98
2025 Q2	$260K	Hold	1,709	–	–	0.04%	100
2025 Q1	$251K	Hold	1,709	–	–	0.05%	96
2024 Q4	$221K	Hold	1,709	–	–	0.04%	100
2024 Q3	$234K	Buy	+1,709	New	+$209K	0.04%	92
2023 Q2	–	Sell	-2,525	Closed	-$222K	–	91
2023 Q1	$222K	Buy	2,525 +133	+6%	+$12.5K	0.07%	73
2022 Q4	$240K	Sell	2,392 -209	-8%	-$21.3K	0.08%	65
2022 Q3	$240K	Sell	2,601 -43	-2%	-$4.72K	0.15%	66
2022 Q2	$286K	Hold	2,644	–	–	0.16%	61
2022 Q1	$329K	Sell	2,644 -161	-6%	-$21.4K	0.24%	56
2021 Q4	$417K	Buy	+2,805	New	+$418K	0.33%	48

Other funds holding MMM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Heritage Investment Group's MMM Position: Q2 2026 in Review

Heritage Investment Group reduced its 3M (MMM) stake by 4.7% in Q2 2026, selling an estimated $12.4K and leaving 1,676 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #112.

Heritage Investment Group first reported a position in MMM in Q4 2021 and has held it in 14 quarters since. The position peaked at $417K in Q4 2021. 1,097 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Heritage Investment Group held 1,676 shares of 3M worth $271K as of Q2 2026.
Heritage Investment Group sold 82 3M shares in Q2 2026, an estimated $12.4K.
3M made up 0.04% of Heritage Investment Group's portfolio in Q2 2026, its #112 holding.
Heritage Investment Group first reported a position in 3M in Q4 2021 and has held it in 14 quarters since.
Heritage Investment Group's 3M position peaked at $417K in Q4 2021.
1,097 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.