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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

MMM holding history

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

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
2,148
Value
$347.8K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of MMM by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,148$347.8K<0.1%00.0%UnchangedHolders
Q1 20262,148$312.0K<0.1%00.0%UnchangedHolders
Q4 20252,148$343.9K<0.1%+2+0.1%AddedHolders
Q3 20252,146$333.0K<0.1%00.0%UnchangedHolders
Q2 20252,146$326.7K<0.1%00.0%UnchangedHolders
Q1 20252,146$315.2K<0.1%00.0%UnchangedHolders
Q4 20242,146$277.0K<0.1%–No prior filingHolders
Q1 20230$00.0%−2,110−100.0%Sold outHolders
Q4 20222,110$253.0K<0.1%+4+0.2%AddedHolders
Q3 20222,106$233.0K<0.1%−166−7.3%ReducedHolders
Q2 20222,272$293.0K<0.1%−17−0.7%ReducedHolders
Q1 20222,289$341.0K<0.1%−179−7.3%ReducedHolders
Q4 20212,468$439.0K0.1%−71−2.8%ReducedHolders
Q3 20212,539$445.0K0.1%+36+1.4%AddedHolders
Q2 20212,503$498.0K0.1%+41+1.7%AddedHolders
Q1 20212,462$475.0K0.1%––Holders

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