HWA
MMM icon

Heritage Wealth Advisors’s 3M MMM Stock Holding History

Heritage 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
2026
Q1 		$249K Sell
1,714
-600
-26% -$95.5K 0.01% 191
2025
Q4 		$370K Hold
2,314
– – 0.01% 166
2025
Q3 		$359K Hold
2,314
– – 0.02% 156
2025
Q2 		$352K Hold
2,314
– – 0.02% 161
2025
Q1 		$340K Hold
2,314
– – 0.02% 154
2024
Q4 		$299K Hold
2,314
– – 0.01% 168
2024
Q3 		$316K Hold
2,314
– – 0.01% 175
2024
Q2 		$236K Sell
2,314
-454
-16% -$44.3K 0.01% 190
2024
Q1 		$205K Sell
2,768
-568
-17% -$47.1K 0.01% 208
2023
Q4 		$255K Sell
3,336
-33
-1% -$2.65K 0.01% 194
2023
Q3 		$264K Sell
3,369
-299
-8% -$25.7K 0.01% 174
2023
Q2 		$307K Sell
3,668
-525
-13% -$44.6K 0.02% 173
2023
Q1 		$369K Buy
4,193
+68
+2% +$6.41K 0.02% 151
2022
Q4 		$414K Hold
4,125
– – 0.02% 145
2022
Q3 		$381K Sell
4,125
-103
-2% -$11.3K 0.03% 143
2022
Q2 		$458K Buy
4,228
+158
+4% +$19.1K 0.03% 130
2022
Q1 		$507K Sell
4,070
-751
-16% -$99.9K 0.03% 130
2021
Q4 		$716K Sell
4,821
-146
-3% -$21.8K 0.04% 117
2021
Q3 		$728K Hold
4,967
– – 0.04% 110
2021
Q2 		$825K Buy
4,967
+312
+7% +$52.1K 0.05% 99
2021
Q1 		$750K Sell
4,655
-262
-5% -$39.2K 0.05% 106
2020
Q4 		$719K Buy
4,917
+1,406
+40% +$200K 0.04% 110
2020
Q3 		$470K Buy
3,511
+294
+9% +$39.5K 0.06% 96
2020
Q2 		$420K Sell
3,217
-1,052
-25% -$133K 0.06% 94
2020
Q1 		$487K Buy
4,269
+1,425
+50% +$187K 0.09% 80
2019
Q4 		$419K Buy
2,844
+45
+2% +$6.3K 0.06% 114
2019
Q3 		$384K Buy
2,799
+330
+13% +$46.1K 0.06% 113
2019
Q2 		$358K Hold
2,469
– – 0.05% 109
2019
Q1 		$429K Hold
2,469
– – 0.07% 89
2018
Q4 		$393K Hold
2,469
– – 0.08% 89
2018
Q3 		$434K Sell
2,469
-1
-0% -$172 0.09% 83
2018
Q2 		$406K Hold
2,470
– – 0.15% 81
2018
Q1 		$453K Buy
2,470
+25
+1% +$4.95K 0.19% 75
2017
Q4 		$480K Buy
2,445
+20
+0.8% +$3.85K 0.21% 68
2017
Q3 		$425K Hold
2,425
– – 0.21% 69
2017
Q2 		$422K Buy
2,425
+52
+2% +$8.7K 0.22% 63
2017
Q1 		$379K Buy
2,373
+1
+0% +$153 0.2% 66
2016
Q4 		$353K Sell
2,372
-80
-3% -$11.5K 0.23% 59
2016
Q3 		$361K Buy
2,452
+209
+9% +$31.2K 0.25% 54
2016
Q2 		$329K Buy
2,243
+533
+31% +$75.2K 0.22% 63
2016
Q1 		$238K Hold
1,710
– – 0.19% 71
2015
Q4 		$215K Hold
1,710
– – 0.18% 73
2015
Q3 		$203K Hold
1,710
– – 0.17% 73
2015
Q2 		$221K Hold
1,710
– – 0.18% 82
2015
Q1 		$236K Buy
+1,710
New +$236K 0.19% 81

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's MMM Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its 3M (MMM) stake by 26% in Q1 2026, selling an estimated $95.5K and leaving 1,714 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #191.

Heritage Wealth Advisors first reported a position in MMM in Q1 2015 and has held it in 45 quarters since. The position peaked at $825K in Q2 2021. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Heritage Wealth Advisors held 1,714 shares of 3M worth $249K as of Q1 2026.
  • Heritage Wealth Advisors sold 600 3M shares in Q1 2026, an estimated $95.5K.
  • 3M made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #191 holding.
  • Heritage Wealth Advisors first reported a position in 3M in Q1 2015 and has held it in 45 quarters since.
  • Heritage Wealth Advisors's 3M position peaked at $825K in Q2 2021.
  • 2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.