Heritage Wealth Management (Ohio)’s 3M MMM Stock Holding History

Heritage Wealth Management (Ohio)’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	$510K	Buy	3,151 +1	+0%	+$152	0.13%	159
2026 Q1	$458K	Sell	3,150 -200	-6%	-$31.8K	0.23%	102
2025 Q4	$536K	Sell	3,350 -144	-4%	-$23.5K	0.15%	145
2025 Q3	$542K	Buy	3,494 +1	+0%	+$154	0.16%	137
2025 Q2	$532K	Sell	3,493 -469	-12%	-$67K	0.17%	129
2025 Q1	$582K	Sell	3,962 -528	-12%	-$77.6K	0.2%	121
2024 Q4	$580K	Buy	4,490 +1	+0%	+$131	0.19%	123
2024 Q3	$614K	Sell	4,489 -199	-4%	-$24.4K	0.2%	123
2024 Q2	$475K	Buy	+4,688	New	+$457K	0.16%	135

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MMM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its 3M (MMM) stake by 0.03% in Q2 2026, buying an estimated $152 and bringing the position to 3,151 shares worth $510K. The position accounts for 0.13% of the portfolio, ranked #159.

Heritage Wealth Management (Ohio) first reported a position in MMM in Q2 2024 and has held it in 9 quarters since. The position peaked at $614K in Q3 2024. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,151 shares of 3M worth $510K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 1 3M share in Q2 2026, an estimated $152.
3M made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #159 holding.
Heritage Wealth Management (Ohio) first reported a position in 3M in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s 3M position peaked at $614K in Q3 2024.
2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.