Security National Bank’s 3M MMM Stock Holding History

Security National Bank’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	$25.9K	Hold	160	–	–	﹤0.01%	283
2026 Q1	$23.2K	Hold	160	–	–	﹤0.01%	280
2025 Q4	$25.6K	Hold	160	–	–	﹤0.01%	272
2025 Q3	$24.8K	Hold	160	–	–	﹤0.01%	275
2025 Q2	$24.4K	Hold	160	–	–	﹤0.01%	250
2025 Q1	$23.5K	Hold	160	–	–	﹤0.01%	248
2024 Q4	$20.7K	Hold	160	–	–	﹤0.01%	244
2024 Q3	$21.9K	Hold	160	–	–	﹤0.01%	229
2024 Q2	$16.4K	Sell	160 -571	-78%	-$55.7K	﹤0.01%	237
2024 Q1	$64.8K	Hold	731	–	–	0.01%	176
2023 Q4	$66.8K	Buy	+731	New	+$58.7K	0.02%	177
2022 Q1	–	Sell	-1,629	Closed	-$242K	–	112
2021 Q4	$242K	Sell	1,629 -1,031	-39%	-$154K	0.05%	96
2021 Q3	$390K	Sell	2,660 -538	-17%	-$87.2K	0.1%	74
2021 Q2	$531K	Hold	3,198	–	–	0.14%	66
2021 Q1	$515K	Buy	+3,198	New	+$479K	0.15%	65
2019 Q2	–	Sell	-1,244	Closed	-$216K	–	73
2019 Q1	$216K	Buy	+1,244	New	+$209K	0.11%	71
2018 Q2	–	Sell	-1,094	Closed	-$201K	–	63
2018 Q1	$201K	Hold	1,094	–	–	0.13%	62
2017 Q4	$215K	Buy	+1,094	New	+$210K	0.14%	61

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Security National Bank's MMM Position: Q2 2026 in Review

Security National Bank held its 3M (MMM) position steady in Q2 2026 at 160 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Security National Bank first reported a position in MMM in Q4 2017 and has held it in 18 quarters since. The position peaked at $531K in Q2 2021. 522 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Security National Bank held 160 shares of 3M worth $25.9K as of Q2 2026.
Security National Bank left its 3M share count unchanged in Q2 2026.
3M made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #283 holding.
Security National Bank first reported a position in 3M in Q4 2017 and has held it in 18 quarters since.
Security National Bank's 3M position peaked at $531K in Q2 2021.
522 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.