Hemenway Trust Co LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Hemenway Trust Co LLC reported 125 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Microsoft (MSFT, 4.7%). Compared with Q3 2024, it opened 1 new position, sold out of 11, added to 48 and reduced 60. The biggest buy was Amazon.com (AMZN, shares +2%) and the biggest sale Nestle SA-Spons ADR (NSRGY, shares −32%).

Most Recent 13F
Q2 2026
Location
SALEM, NH
CIK
0001494234
Portfolio Value
$1.2B (Q4 2024)
SEC Filing
0001494234-25-000002 ↗ filed Feb 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.2B $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 125 stocks · $1.2B

AAPL Apple Inc. 5.43% 267,235 $66.9M Reduce -0.9%
NVDA Nvidia Corp. 4.91% 451,014 $60.6M Reduce -7.5%
MSFT Microsoft Corp. 4.70% 137,499 $58.0M Add +2.5%
GOOGL Alphabet Inc. Class A 4.69% 305,595 $57.8M Add +0.5%
MA Mastercard Inc. Class A 4.27% 99,983 $52.6M Add +0.7%
AMZN Amazon.com Inc. 4.27% 239,888 $52.6M Add +2.5%
FISV Fiserv Inc. 4.26% 255,548 $52.5M Reduce -5.3%
ADP Automatic Data Processing 3.54% 149,248 $43.7M Reduce -2.0%
ABT Abbott Laboratories 3.28% 357,413 $40.4M Add +2.2%
ADI Analog Devices Inc. 3.20% 185,968 $39.5M Reduce -0.3%
HD Home Depot Inc. 3.18% 100,920 $39.3M Add +0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.15% 321,161 $38.8M Add +0.7%
DHR Danaher Corp. 3.00% 161,183 $37.0M Add +3.1%
ATR Aptargroup Inc. 3.00% 235,402 $37.0M Add +0.8%
PG The Procter & Gamble Co. 2.85% 209,955 $35.2M Reduce -1.3%
ROK Rockwell Automation Inc. 2.53% 109,227 $31.2M Add +1.3%
AMD Advanced Micro Devices 2.51% 256,606 $31.0M Add +0.6%
SBGSY Schneider Elect SE-Unsp ADR 2.36% 586,661 $29.1M Add +5.8%
JNJ Johnson & Johnson 2.35% 200,549 $29.0M Reduce -1.4%
RTX RTX Corp. 2.35% 250,110 $28.9M Reduce -0.2%
UNH Unitedhealth Group Inc. 2.18% 53,187 $26.9M Add +2.5%
CNI Canadian Natl Railway Co. 2.14% 259,849 $26.4M Reduce -4.1%
XYL Xylem Inc. 2.00% 212,593 $24.7M Add +0.6%
CARR Carrier Global Corp. 1.82% 328,789 $22.4M Add +14.2%
CVX Chevron Corp. 1.77% 150,733 $21.8M Add +2.5%
VRTX Vertex Pharmaceuticals Inc. 1.61% 49,413 $19.9M Add +23.2%
ARIMX Amg RR Smid Val-I filed as AMG RIVER ROAD SMALL-MID CAP V 1.35% 1,663,270 $16.6M Add +5.2%
MKC McCormick & Co.-Non VTG SHRS 1.33% 214,891 $16.4M Add +53.1%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.30% 968,630 $16.0M Add +6.1%
BALL Ball Corp. 1.27% 284,221 $15.7M Add +3.3%
BRK.A Berkshire Hathaway Inc. Class A 1.10% 20 $13.6M Reduce -16.7%
NSRGY Nestle SA-Spons ADR 1.05% 158,746 $13.0M Reduce -31.5%
VFIAX Vanguard 500 Index-Adm 0.94% 21,418 $11.6M Reduce -0.5%
BDX Becton Dickinson and Co. 0.94% 51,205 $11.6M Reduce -13.8%
WM Waste Management Inc. 0.80% 48,996 $9.9M Reduce -5.8%
NEE Nextera Energy Inc. 0.60% 103,980 $7.5M Add +6.7%
CRM Salesforce Inc. 0.59% 21,897 $7.3M Add +712.5%
UNP Union Pacific Corp. 0.47% 25,593 $5.8M Reduce -0.5%
ADBE Adobe Inc. 0.44% 12,186 $5.4M Add +19.4%
ABBV Abbvie Inc. 0.41% 28,124 $5.0M Reduce -1.2%
HON Honeywell International Inc. 0.33% 18,261 $4.1M Reduce -2.6%
WMT Walmart Inc. 0.27% 36,458 $3.3M Reduce -0.3%
MDT Medtronic PLC 0.26% 39,926 $3.2M Reduce -71.9%
FPACX Fpa Crescent Fund-Inst 0.24% 74,403 $3.0M Add +56.2%
TMO Thermo Fisher Scientific Inc. 0.23% 5,408 $2.8M Add +3.0%
BPIRX Boston Part L/S Research-Ins filed as ROBECO BOSTON PARTNERS LONG SH 0.21% 194,041 $2.6M Add +70.0%
JPM JPMorgan Chase & Co. 0.20% 10,409 $2.5M Reduce -1.1%
CRWD CrowdStrike Holdings Inc. Class A 0.19% 7,017 $2.4M Add +2.4%
NTAP Netapp Inc. 0.19% 20,250 $2.4M Reduce -16.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 3,789 $2.2M Add +186.8%
ECL Ecolab Inc. 0.17% 8,861 $2.1M Reduce -0.1%
APH Amphenol Corp. Class A 0.17% 29,610 $2.1M Add +4.7%
XOM Exxon Mobil Corp. 0.14% 16,510 $1.8M Add +2.5%
RELX Relx PLC - Spon ADR 0.14% 37,260 $1.7M Add +48.2%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM 0.14% 11,863 $1.7M No change
GOOG Alphabet Inc. Class C 0.13% 8,610 $1.6M Add +6.5%
COST Costco Wholesale Corp. 0.12% 1,627 $1.5M Add +2.3%
CHD Church & Dwight Co. Inc. 0.11% 13,283 $1.4M Reduce -16.1%
PEP Pepsico Inc. 0.11% 8,859 $1.3M Reduce -25.2%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 2,938 $1.3M Add +2.7%
VWILX Vanguard Intl Growth-Adm 0.10% 12,600 $1.3M No change
IVV iShares Core S&P 500 ETF 0.09% 1,924 $1.1M Add +49.4%
MRK Merck & Co. Inc. 0.08% 9,924 $987K Add +6.1%
IWB iShares Russell 1000 ETF 0.08% 2,890 $931K Reduce -4.0%
NVO Novo-Nordisk A/S-Spons ADR 0.07% 10,756 $925K Reduce -1.8%
SYK Stryker Corp. 0.07% 2,455 $884K Reduce -3.1%
EOG EOG Resources Inc. 0.07% 7,188 $881K Reduce -1.7%
ASML ASML Holding NV-NY Reg SHS 0.06% 1,136 $787K Reduce -2.1%
AMT American Tower Corp. 0.06% 4,184 $767K Reduce -4.1%
CP Canadian Pacific Kansas City 0.06% 10,485 $759K Reduce -7.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 10,832 $747K Reduce -1.4%
V Visa Inc. Class A 0.06% 2,340 $740K Add +16.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 3,316 $729K Reduce -0.6%
NVS Novartis AG-Sponsored ADR 0.05% 6,854 $667K Reduce -38.7%
IDXX Idexx Laboratories Inc. 0.05% 1,526 $631K Reduce -7.6%
MTD Mettler-Toledo International 0.05% 500 $612K Reduce -12.3%
RGEN Repligen Corp. 0.05% 4,250 $612K No change
VEA Vanguard Ftse Developed ETF 0.05% 12,323 $589K Add +116.8%
PM Philip Morris International 0.04% 4,564 $549K Reduce -0.9%
AVGO Broadcom Inc. 0.04% 2,320 $538K Add +37.3%
CB Chubb Ltd. 0.04% 1,860 $514K Reduce -2.1%
PRDGX T Rowe PR Dividend Grow-Inv 0.04% 6,606 $508K Reduce -12.7%
GIS General Mills Inc. 0.04% 7,957 $507K Reduce -1.6%
TSLA Tesla Inc. 0.04% 1,225 $495K Reduce -10.9%
KO The Coca-Cola Co. 0.04% 7,854 $489K Reduce -6.4%
ITW Illinois Tool Works 0.04% 1,861 $472K Reduce -11.8%
META Meta Platforms Inc. Class A 0.03% 719 $421K Add +5.0%
DE Deere & Co. 0.03% 965 $409K Reduce -1.5%
ORCL Oracle Corp. 0.03% 2,386 $398K Reduce -0.2%
RY Royal Bank of Canada 0.03% 3,190 $384K Reduce -9.9%
DRI Darden Restaurants Inc. 0.03% 2,015 $376K Reduce -7.4%
CL Colgate-Palmolive Co. 0.03% 3,752 $341K Reduce -17.2%
MDLZ Mondelez International Inc. Class A 0.03% 5,691 $340K Add +3.8%
CSCO Cisco Systems Inc. 0.03% 5,730 $339K Add +9.6%
PFE Pfizer Inc. 0.03% 12,250 $325K Reduce -7.3%
QUAL iShares MSCI USA Quality Fac 0.03% 1,785 $318K Reduce -5.3%
TD Toronto-Dominion Bank 0.03% 5,910 $315K Reduce -6.6%
AMGN Amgen Inc. 0.03% 1,202 $313K Add +1.4%
ISRG Intuitive Surgical Inc. 0.02% 584 $305K Reduce -8.6%
SMCWX Amer FND Smallcap WRLD-A filed as AMERICAN FUNDS SMALLCAP WORLD A 0.02% 4,508 $304K No change

Show all 125 holdings

Portfolio Sells Q3 2024 → Q4 2024

NSRGY Nestle SA-Spons ADR Reduce -31.5% 1.05% −0.79
MDT Medtronic PLC Reduce -71.9% 0.26% −0.75
CNI Canadian Natl Railway Co. Reduce -4.1% 2.14% −0.37
JNJ Johnson & Johnson Reduce -1.4% 2.35% −0.26
BRK.A Berkshire Hathaway Inc. Class A Reduce -16.7% 1.10% −0.21
BDX Becton Dickinson and Co. Reduce -13.8% 0.94% −0.19
ADI Analog Devices Inc. Reduce -0.3% 3.20% −0.19
APTV Aptiv Irish Holdings Ltd. Sold out 0.00% −0.18
PG The Procter & Gamble Co. Reduce -1.3% 2.85% −0.06
RTX RTX Corp. Reduce -0.2% 2.35% −0.05
WM Waste Management Inc. Reduce -5.8% 0.80% −0.05
PEP Pepsico Inc. Reduce -25.2% 0.11% −0.05
NVS Novartis AG-Sponsored ADR Reduce -38.7% 0.05% −0.05
NTAP Netapp Inc. Reduce -16.5% 0.19% −0.05
MRNA Moderna Inc. Sold out 0.00% −0.04
ABBV Abbvie Inc. Reduce -1.2% 0.41% −0.04
VTINX Vanguard TRGT Rtrmnt Inc.-Inv Sold out 0.00% −0.04
LFGP Ledyard Financial Group Inc. Sold out 0.00% −0.03
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.03
NVO Novo-Nordisk A/S-Spons ADR Reduce -1.8% 0.07% −0.03
UNP Union Pacific Corp. Reduce -0.5% 0.47% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.02
BEAM Beam Therapeutics Inc. Sold out 0.00% −0.02
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.02
UL Unilever PLC Sold out 0.00% −0.02
RHHBY Roche Holdings Ltd.-Spons ADR Sold out 0.00% −0.02
CHD Church & Dwight Co. Inc. Reduce -16.1% 0.11% −0.02
AMT American Tower Corp. Reduce -4.1% 0.06% −0.02
MTD Mettler-Toledo International Reduce -12.3% 0.05% −0.02
SGIIX First Eagle Global-I Sold out 0.00% −0.02
CP Canadian Pacific Kansas City Reduce -7.3% 0.06% −0.01
IDXX Idexx Laboratories Inc. Reduce -7.6% 0.05% −0.01
CVS CVS Health Corp. Reduce -18.8% 0.02% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -40.0% 0.02% −0.01
ASML ASML Holding NV-NY Reg SHS Reduce -2.1% 0.06% −0.01
ECL Ecolab Inc. Reduce -0.1% 0.17% −0.01
CL Colgate-Palmolive Co. Reduce -17.2% 0.03% −0.01
KO The Coca-Cola Co. Reduce -6.4% 0.04% −0.01
PRDGX T Rowe PR Dividend Grow-Inv Reduce -12.7% 0.04% −0.01
NOVOZYMES A S DKK 2.0 Reduce -10.7% 0.02% −0.01
TD Toronto-Dominion Bank Reduce -6.6% 0.03% −0.01
GIS General Mills Inc. Reduce -1.6% 0.04% −0.01
ITW Illinois Tool Works Reduce -11.8% 0.04% −0.01
PFE Pfizer Inc. Reduce -7.3% 0.03% −0.00
RY Royal Bank of Canada Reduce -9.9% 0.03% −0.00
TT Trane Technologies PLC Reduce -14.3% 0.02% −0.00
INTC Intel Corp. Reduce -0.0% 0.02% −0.00
CB Chubb Ltd. Reduce -2.1% 0.04% −0.00
BNS Bank of Nova Scotia Reduce -7.0% 0.02% −0.00
QUAL iShares MSCI USA Quality Fac Reduce -5.3% 0.03% −0.00

Portfolio Buys Q3 2024 → Q4 2024

AMZN Amazon.com Inc. Add +2.5% 4.27% +0.82
GOOGL Alphabet Inc. Class A Add +0.5% 4.69% +0.70
CRM Salesforce Inc. Add +712.5% 0.59% +0.54
MKC McCormick & Co.-Non VTG SHRS Add +53.1% 1.33% +0.41
MA Mastercard Inc. Class A Add +0.7% 4.27% +0.39
ROK Rockwell Automation Inc. Add +1.3% 2.53% +0.24
TJX TJX Companies Inc. Add +0.7% 3.15% +0.18
VRTX Vertex Pharmaceuticals Inc. Add +23.2% 1.61% +0.14
MSFT Microsoft Corp. Add +2.5% 4.70% +0.14
ABT Abbott Laboratories Add +2.2% 3.28% +0.13
SPY SS SPDR S&P 500 ETF Trust-US Add +186.8% 0.18% +0.12
FPACX Fpa Crescent Fund-Inst Add +56.2% 0.24% +0.08
BPIRX Boston Part L/S Research-Ins Add +70.0% 0.21% +0.08
CVX Chevron Corp. Add +2.5% 1.77% +0.06
SBGSY Schneider Elect SE-Unsp ADR Add +5.8% 2.36% +0.05
RELX Relx PLC - Spon ADR Add +48.2% 0.14% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +2.4% 0.19% +0.04
ATR Aptargroup Inc. Add +0.8% 3.00% +0.04
ARIMX Amg RR Smid Val-I Add +5.2% 1.35% +0.04
IVV iShares Core S&P 500 ETF Add +49.4% 0.09% +0.03
GOOG Alphabet Inc. Class C Add +6.5% 0.13% +0.03
VEA Vanguard Ftse Developed ETF Add +116.8% 0.05% +0.02
ADBE Adobe Inc. Add +19.4% 0.44% +0.02
APH Amphenol Corp. Class A Add +4.7% 0.17% +0.02
AVGO Broadcom Inc. Add +37.3% 0.04% +0.02
V Visa Inc. Class A Add +16.8% 0.06% +0.02
COST Costco Wholesale Corp. Add +2.3% 0.12% +0.01
CSCO Cisco Systems Inc. Add +9.6% 0.03% +0.01
DLR Digital Realty Trust Inc. Add +11.7% 0.02% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +2.7% 0.11% +0.00
META Meta Platforms Inc. Class A Add +5.0% 0.03% +0.00
THM Intl Tower Hill Mines Ltd. New 0.00% +0.00
QCOM Qualcomm Inc. Add +18.7% 0.02% +0.00
AON Aon PLC Class A Add +4.0% 0.02% +0.00
FFFFX Fidelity Freedom 2040 Add +2.2% 0.01% 0.00
MRK Merck & Co. Inc. Add +6.1% 0.08% −0.00
MDLZ Mondelez International Inc. Class A Add +3.8% 0.03% −0.00
AMGN Amgen Inc. Add +1.4% 0.03% −0.00
XOM Exxon Mobil Corp. Add +2.5% 0.14% −0.01
GQGIX GQG Part Emerg MKTS Eq-Inst Add +6.1% 1.30% −0.01
CARR Carrier Global Corp. Add +14.2% 1.82% −0.01
TMO Thermo Fisher Scientific Inc. Add +3.0% 0.23% −0.03
HD Home Depot Inc. Add +0.4% 3.18% −0.04
NEE Nextera Energy Inc. Add +6.7% 0.60% −0.05
BALL Ball Corp. Add +3.3% 1.27% −0.21
UNH Unitedhealth Group Inc. Add +2.5% 2.18% −0.22
XYL Xylem Inc. Add +0.6% 2.00% −0.26
DHR Danaher Corp. Add +3.1% 3.00% −0.44
AMD Advanced Micro Devices Add +0.6% 2.51% −0.80

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 135$1.4BAMD, GOOGL, NVDA, AAPL, ADI
Q1 2026 135$1.2BGOOGL, NVDA, AAPL, ADI, MSFT
Q4 2025 127$1.3BGOOGL, NVDA, AAPL, MSFT, AMZN
Q3 2025 125$1.3BNVDA, MSFT, GOOGL, AAPL, MA
Q2 2025 127$1.3BMSFT, NVDA, AAPL, MA, GOOGL
Q1 2025 127$1.2BAAPL, MA, FISV, MSFT, ABT
Q4 2024 125$1.2BAAPL, NVDA, MSFT, GOOGL, MA
Q3 2024 135$1.3BAAPL, NVDA, MSFT, GOOGL, MA
Q2 2024 129$1.2BNVDA, MSFT, AAPL, GOOGL, AMZN
Q1 2024 132$1.2BMSFT, NVDA, GOOGL, AMD, AAPL