Charter Trust Co

SEC CIK: 0001035463
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

MMM holding history

3M Co in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMM overview All 13F holders of MMM Full Q2 2026 holdings

Shares (Q2 2026): 9,220
Value: $1.49M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MMM by Charter Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,220	$1.49M	0.1%	−885−8.8%	Reduced	Holders
Q1 2026	10,105	$1.47M	0.1%	+85+0.8%	Added	Holders
Q4 2025	10,020	$1.60M	0.1%	+770+8.3%	Added	Holders
Q3 2025	9,250	$1.44M	0.1%	−180−1.9%	Reduced	Holders
Q2 2025	9,430	$1.44M	0.1%	−180−1.9%	Reduced	Holders
Q1 2025	9,610	$1.41M	0.1%	−135−1.4%	Reduced	Holders
Q4 2024	9,745	$1.26M	0.1%	−24,251−71.3%	Reduced	Holders
Q3 2024	33,996	$4.65M	0.3%	00.0%	Unchanged	Holders
Q2 2024	33,996	$3.47M	0.2%	−2,816−7.6%	Reduced	Holders
Q1 2024	36,812	$3.90M	0.3%	−7,015−16.0%	Reduced	Holders
Q4 2023	43,827	$4.79M	0.4%	−4,208−8.8%	Reduced	Holders
Q3 2023	48,035	$4.50M	0.4%	−699−1.4%	Reduced	Holders
Q2 2023	48,734	$4.88M	0.4%	−465−0.9%	Reduced	Holders
Q1 2023	49,199	$5.17M	0.4%	−2,080−4.1%	Reduced	Holders
Q4 2022	51,279	$6.15M	0.5%	−450−0.9%	Reduced	Holders
Q3 2022	51,729	$5.72M	0.5%	−742−1.4%	Reduced	Holders
Q2 2022	52,471	$6.79M	0.5%	+5,759+12.3%	Added	Holders
Q1 2022	46,712	$6.96M	0.6%	−779−1.6%	Reduced	Holders
Q4 2021	47,491	$8.44M	0.7%	−242−0.5%	Reduced	Holders
Q3 2021	47,733	$8.37M	0.8%	−635−1.3%	Reduced	Holders
Q2 2021	48,368	$9.61M	0.9%	+357+0.7%	Added	Holders
Q1 2021	48,011	$9.25M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.