HWA
MMM icon

Heritage Wealth Architects’s 3M MMM Stock Holding History

Heritage Wealth Architects’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 		$398K Hold
2,521
– – 0.16% 54
2026
Q1 		$359K Sell
2,521
-124
-5% -$19.7K 0.15% 60
2025
Q4 		$430K Buy
2,645
+726
+38% +$119K 0.2% 50
2025
Q3 		$298K Hold
1,919
– – 0.18% 48
2025
Q2 		$292K Hold
1,919
– – 0.22% 39
2025
Q1 		$282K Buy
+1,919
New +$282K 0.27% 27

Other funds holding MMM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Heritage Wealth Architects's MMM Position: Q2 2026 in Review

Heritage Wealth Architects held its 3M (MMM) position steady in Q2 2026 at 2,521 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #54.

Heritage Wealth Architects first reported a position in MMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $430K in Q4 2025. 445 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Heritage Wealth Architects held 2,521 shares of 3M worth $398K as of Q2 2026.
  • Heritage Wealth Architects left its 3M share count unchanged in Q2 2026.
  • 3M made up 0.16% of Heritage Wealth Architects's portfolio in Q2 2026, its #54 holding.
  • Heritage Wealth Architects first reported a position in 3M in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's 3M position peaked at $430K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.