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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MMM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its 3M (MMM) stake by 6% in Q1 2026, selling an estimated $31.8K and leaving 3,150 shares worth $458K. The position accounts for 0.23% of the portfolio, ranked #102.

Heritage Wealth Management (Ohio) first reported a position in MMM in Q2 2024 and has held it in 8 quarters since. The position peaked at $614K in Q3 2024. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Heritage Wealth Management (Ohio) held 3,150 shares of 3M worth $458K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 200 3M shares in Q1 2026, an estimated $31.8K.
3M made up 0.23% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #102 holding.
Heritage Wealth Management (Ohio) first reported a position in 3M in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s 3M position peaked at $614K in Q3 2024.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.