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
Q3 		$408K Hold
2,521
– – 0.17% 45
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Heritage Wealth Architects's MMM Position: Q3 2026 in Review

Heritage Wealth Architects held its 3M (MMM) position steady in Q3 2026 at 2,521 shares worth $408K. The position accounts for 0.17% of the portfolio, ranked #45.

Heritage Wealth Architects first reported a position in MMM in Q1 2025 and has held it in 7 quarters since. The position peaked at $430K in Q4 2025. 118 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Heritage Wealth Architects held 2,521 shares of 3M worth $408K as of Q3 2026.
  • Heritage Wealth Architects left its 3M share count unchanged in Q3 2026.
  • 3M made up 0.17% of Heritage Wealth Architects's portfolio in Q3 2026, its #45 holding.
  • Heritage Wealth Architects first reported a position in 3M in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's 3M position peaked at $430K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.