Heritage Trust Co

Bank

Position in MMM — 3M Co

CIK 1706028 OKLAHOMA CITY, OK

Position in MMM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$347,782

+$35,828 QoQ

Shares Held

2,148

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,477

of 2,198 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Heritage Trust Co holds $3,135,478 across 3 Conglomerates names. MMM ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	6,654	$1,489,829
2	VMI	Valmont Industries Inc	2,247	$1,297,867
3	MMM	3M Co This page	2,148	$347,782

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,782	2,148	0.0%	Shares	Sole	2026-08-06
2026-03-31	$311,954	2,148	0.0%	Shares	Sole	2026-05-13
2025-12-31	$343,894	2,148	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$333,016	2,146	0.0%	Shares	Sole	2025-11-12
2025-06-30	$326,707	2,146	0.0%	Shares	Sole	2025-08-12
2025-03-31	$315,161	2,146	0.0%	Shares	Sole	2025-05-09
2024-12-31	$277,027	2,146	+1.7%	Shares	Sole	2025-02-13
2022-12-31	$253,031	2,110	+0.2%	Shares	Other	2023-02-10
2022-09-30	$232,711	2,106	-7.3%	Shares	Other	2022-11-10
2022-06-30	$294,018	2,272	-0.7%	Shares	Other	2022-08-11
2022-03-31	$340,785	2,289	-7.3%	Shares	Other	2022-05-11
2021-12-31	$438,390	2,468	-2.8%	Shares	Other	2022-02-09
2021-09-30	$445,390	2,539	+1.4%	Shares	Other	2021-11-09
2021-06-30	$497,170	2,503	+1.7%	Shares	Other	2021-08-09
2021-03-31	$474,378	2,462	+14.8%	Shares	Other	2021-05-12
2020-12-31	$374,749	2,144	0.0%	Shares	Other	2021-02-11
2020-09-30	$343,425	2,144	-22.3%	Shares	Other	2020-11-13
2020-06-30	$430,375	2,759	+1.1%	Shares	Other	2020-08-04
2020-03-31	$372,399	2,728	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.