Hemenway Trust Co LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Hemenway Trust Co LLC reported 127 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Apple (AAPL, 4.3%). Compared with Q1 2025, it opened 7 new positions, sold out of 7, added to 29 and reduced 68. The biggest buy was Uber Technologies (UBER, shares +129%) and the biggest sale Fiserv (FISV, shares −1%).

Most Recent 13F
Q2 2026
Location
SALEM, NH
CIK
0001494234
Portfolio Value
$1.3B (Q2 2025)
SEC Filing
0001494234-25-000012 ↗ filed Jul 23, 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 Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B $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 127 stocks · $1.3B
MSFT Microsoft Corp. 5.46% 141,840 $70.6M Reduce -0.0%
NVDA Nvidia Corp. 5.36% 438,370 $69.3M Reduce -3.1%
AAPL Apple Inc. 4.27% 269,228 $55.2M Reduce -1.4%
MA Mastercard Inc. Class A 4.18% 96,165 $54.0M Reduce -5.1%
GOOGL Alphabet Inc. Class A 4.13% 303,027 $53.4M Reduce -4.1%
AMZN Amazon.com Inc. 4.13% 243,405 $53.4M Reduce -1.9%
ABT Abbott Laboratories 3.72% 353,104 $48.0M Reduce -5.1%
ADI Analog Devices Inc. 3.54% 192,251 $45.8M Reduce -0.5%
ADP Automatic Data Processing 3.43% 143,866 $44.4M Reduce -6.5%
FISV Fiserv Inc. 3.29% 246,541 $42.5M Reduce -1.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.09% 322,869 $39.9M Reduce -2.8%
HD Home Depot Inc. 3.04% 107,035 $39.2M Add +0.7%
ATR Aptargroup Inc. 2.97% 245,210 $38.4M Reduce -0.3%
RTX RTX Corp. 2.88% 254,808 $37.2M Reduce -2.2%
PG The Procter & Gamble Co. 2.67% 216,862 $34.6M Reduce -0.5%
AMD Advanced Micro Devices 2.67% 243,217 $34.5M Reduce -7.5%
DHR Danaher Corp. 2.62% 171,224 $33.8M Add +1.4%
SBGSY Schneider Elect SE-Unsp ADR 2.62% 633,444 $33.8M Add +2.1%
ROK Rockwell Automation Inc. 2.56% 99,728 $33.1M Reduce -10.9%
JNJ Johnson & Johnson 2.29% 194,105 $29.6M Reduce -5.9%
XYL Xylem Inc. 2.26% 226,191 $29.3M Add +0.7%
CARR Carrier Global Corp. 2.18% 385,210 $28.2M Add +4.3%
VRTX Vertex Pharmaceuticals Inc. 1.91% 55,515 $24.7M Add +2.2%
CVX Chevron Corp. 1.68% 152,041 $21.8M Reduce -1.5%
MKC McCormick & Co.-Non VTG SHRS 1.53% 260,614 $19.8M Add +6.8%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.52% 1,127,870 $19.6M Add +2.1%
ARIMX Amg RR Smid Val-I filed as AMG RIVER ROAD SMALL-MID CAP V 1.51% 1,941,497 $19.6M Add +4.0%
CNI Canadian Natl Railway Co. 1.43% 177,796 $18.5M Reduce -26.1%
BRK.A Berkshire Hathaway Inc. Class A 1.41% 25 $18.2M Add +56.3%
UNH Unitedhealth Group Inc. 1.29% 53,281 $16.6M Reduce -1.2%
CRM Salesforce Inc. 1.01% 47,719 $13.0M Add +40.6%
VFIAX Vanguard 500 Index-Adm 0.95% 21,340 $12.2M Reduce -0.1%
WM Waste Management Inc. 0.87% 48,996 $11.2M No change
UBER Uber Technologies Inc. 0.78% 107,886 $10.1M Add +128.5%
LLY Eli Lilly & Co. 0.72% 11,955 $9.3M Add +110.3%
NVO Novo-Nordisk A/S-Spons ADR 0.66% 123,728 $8.5M Add +96.1%
NEE Nextera Energy Inc. 0.60% 112,514 $7.8M Reduce -0.3%
AXP American Express Co. 0.51% 20,590 $6.6M Add +1370.7%
UNP Union Pacific Corp. 0.45% 25,327 $5.8M Reduce -0.7%
FPACX Fpa Crescent Fund-Inst 0.41% 123,783 $5.3M Add +6.1%
SCHW Schwab (charles) Corp. 0.38% 54,265 $5.0M Add +1228.4%
BPIRX Boston Part L/S Research-Ins filed as ROBECO BOSTON PARTNERS LONG SH 0.38% 342,095 $4.9M Add +6.3%
ABBV Abbvie Inc. 0.34% 23,353 $4.3M Reduce -13.9%
AMAT Applied Materials Inc. 0.33% 23,079 $4.2M New
HON Honeywell International Inc. 0.31% 17,265 $4.0M Reduce -2.9%
CRWD CrowdStrike Holdings Inc. Class A 0.30% 7,690 $3.9M Add +9.1%
NSRGY Nestle SA-Spons ADR 0.29% 37,372 $3.7M Reduce -42.4%
CP Canadian Pacific Kansas City 0.26% 43,124 $3.4M Add +106.8%
ADBE Adobe Inc. 0.26% 8,551 $3.3M Reduce -33.2%
WMT Walmart Inc. 0.25% 33,012 $3.2M Reduce -5.0%
JPM JPMorgan Chase & Co. 0.24% 10,574 $3.1M Reduce -3.0%
APH Amphenol Corp. Class A 0.20% 25,820 $2.5M Reduce -10.4%
ECL Ecolab Inc. 0.17% 8,216 $2.2M Reduce -5.7%
RELX Relx PLC - Spon ADR 0.17% 39,896 $2.2M Add +2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 4,373 $2.1M Add +20.9%
BALL Ball Corp. 0.16% 37,058 $2.1M Reduce -77.8%
TMO Thermo Fisher Scientific Inc. 0.16% 4,953 $2.0M Reduce -7.8%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM 0.14% 11,863 $1.8M No change
NTAP Netapp Inc. 0.13% 15,250 $1.6M Reduce -11.6%
COST Costco Wholesale Corp. 0.12% 1,626 $1.6M Add +2.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 2,531 $1.6M Add +2.1%
VWILX Vanguard Intl Growth-Adm 0.12% 12,600 $1.5M No change
GOOG Alphabet Inc. Class C 0.11% 8,230 $1.5M Reduce -3.9%
XOM Exxon Mobil Corp. 0.11% 13,275 $1.4M Reduce -16.6%
ASML ASML Holding NV-NY Reg SHS 0.10% 1,641 $1.3M Add +34.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,590 $1.1M Reduce -1.1%
CHD Church & Dwight Co. Inc. 0.08% 10,646 $1.0M Reduce -11.4%
BDX Becton Dickinson and Co. 0.07% 5,512 $949K Reduce -62.6%
IWB iShares Russell 1000 ETF 0.07% 2,760 $937K No change
SYK Stryker Corp. 0.07% 2,355 $932K Reduce -4.1%
V Visa Inc. Class A 0.07% 2,415 $858K Add +4.3%
EOG EOG Resources Inc. 0.06% 6,895 $825K Reduce -1.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 10,787 $784K Reduce -0.4%
PM Philip Morris International 0.06% 4,170 $759K Reduce -7.8%
IDXX Idexx Laboratories Inc. 0.06% 1,369 $734K Reduce -0.3%
PEP Pepsico Inc. 0.06% 5,470 $722K Reduce -25.4%
AMT American Tower Corp. 0.06% 3,237 $715K Reduce -17.1%
IVV iShares Core S&P 500 ETF 0.05% 1,113 $691K Reduce -24.6%
MRK Merck & Co. Inc. 0.05% 8,662 $686K Reduce -6.1%
GIS General Mills Inc. 0.05% 11,822 $612K Add +50.0%
AVGO Broadcom Inc. 0.05% 2,200 $606K No change
VEA Vanguard Ftse Developed ETF 0.05% 10,623 $606K Reduce -15.4%
MTD Mettler-Toledo International 0.05% 500 $587K No change
META Meta Platforms Inc. Class A 0.04% 740 $546K Reduce -6.6%
RGEN Repligen Corp. 0.04% 4,250 $529K No change
PRDGX T Rowe PR Dividend Grow-Inv 0.04% 6,224 $513K Reduce -0.4%
ORCL Oracle Corp. 0.04% 2,326 $509K Reduce -3.1%
NVS Novartis AG-Sponsored ADR 0.04% 4,135 $500K Reduce -23.5%
ITW Illinois Tool Works 0.03% 1,801 $445K No change
DRI Darden Restaurants Inc. 0.03% 1,950 $425K Reduce -2.5%
TD Toronto-Dominion Bank 0.03% 5,710 $419K Reduce -2.6%
RY Royal Bank of Canada 0.03% 3,110 $409K Reduce -2.5%
KO The Coca-Cola Co. 0.03% 5,629 $398K Reduce -17.0%
CB Chubb Ltd. 0.03% 1,345 $390K Reduce -0.7%
ISRG Intuitive Surgical Inc. 0.03% 664 $361K Add +13.7%
FXAIX Fidelity 500 Index Fund 0.03% 1,654 $357K New
PFE Pfizer Inc. 0.02% 12,000 $291K No change
MDLZ Mondelez International Inc. Class A 0.02% 4,307 $290K Reduce -6.5%
GE General Electric filed as GE AEROSPACE 0.02% 1,112 $286K Reduce -33.6%
AMGN Amgen Inc. 0.02% 995 $278K Reduce -7.4%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.02% 4,995 $276K Reduce -2.8%
VOO Vanguard S&P 500 ETF 0.02% 485 $275K No change
QUAL iShares MSCI USA Quality Fac 0.02% 1,500 $274K No change
QCOM Qualcomm Inc. 0.02% 1,705 $272K Reduce -2.9%
MO Altria Group Inc. 0.02% 4,600 $270K No change
CSCO Cisco Systems Inc. 0.02% 3,833 $266K Reduce -2.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,500 $265K No change
BLK BlackRock Inc. 0.02% 252 $264K New
TT Trane Technologies PLC 0.02% 600 $262K No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.02% 2,492 $262K No change
VIOO Vanguard S&P Small-Cap 600 E 0.02% 2,457 $249K No change
PLTR Palantir Technologies Inc. Class A 0.02% 1,800 $245K New
VTEI Vanguard Int Tax-Exempt Bond 0.02% 2,483 $245K No change
EPD Enterprise Products Partners 0.02% 7,500 $233K Add +2.7%
NOVOZYMES A S DKK 2.0 0.02% 3,196 $229K New
SGIIX First Eagle Global-I 0.02% 2,887 $223K No change
GDXJ Vaneck Junior Gold Miners 0.02% 3,300 $223K New
CVS CVS Health Corp. 0.02% 3,153 $217K Reduce -19.7%
UHS Universal Health Services-B 0.02% 1,200 $217K No change
CEF Sprott Physical Gold and Sil 0.02% 7,160 $216K No change
AON Aon PLC Class A 0.02% 590 $210K Reduce -5.5%
SMH Vaneck Semiconductor ETF 0.02% 750 $209K New
DCI Donaldson Co. Inc. 0.02% 3,000 $208K No change
DLR Digital Realty Trust Inc. 0.02% 1,150 $200K Reduce -26.5%
FFFFX Fidelity Freedom 2040 0.01% 12,103 $151K Reduce -19.8%
THM Intl Tower Hill Mines Ltd. filed as INTERNATIONAL TOWER HILL MIN 0.01% 83,400 $71K No change
FRAC FIRST HORIZON NATL CORP filed as FIRST HORIZON NAT'L FRACTIONAL 0.00% 187,721 $2 No change

Portfolio Sells Q1 2025 → Q2 2025
FISV Fiserv Inc. Reduce -1.2% 3.29% −1.20
UNH Unitedhealth Group Inc. Reduce -1.2% 1.29% −1.01
AAPL Apple Inc. Reduce -1.4% 4.27% −0.67
BALL Ball Corp. Reduce -77.8% 0.16% −0.55
JNJ Johnson & Johnson Reduce -5.9% 2.29% −0.49
CNI Canadian Natl Railway Co. Reduce -26.1% 1.43% −0.48
CVX Chevron Corp. Reduce -1.5% 1.68% −0.42
ADP Automatic Data Processing Reduce -6.5% 3.43% −0.40
PG The Procter & Gamble Co. Reduce -0.5% 2.67% −0.35
MA Mastercard Inc. Class A Reduce -5.1% 4.18% −0.34
ABT Abbott Laboratories Reduce -5.1% 3.72% −0.30
NSRGY Nestle SA-Spons ADR Reduce -42.4% 0.29% −0.25
TJX TJX Companies Inc. Reduce -2.8% 3.09% −0.21
BDX Becton Dickinson and Co. Reduce -62.6% 0.07% −0.20
ADBE Adobe Inc. Reduce -33.2% 0.26% −0.14
ABBV Abbvie Inc. Reduce -13.9% 0.34% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -7.8% 0.16% −0.06
NEE Nextera Energy Inc. Reduce -0.3% 0.60% −0.05
XOM Exxon Mobil Corp. Reduce -16.6% 0.11% −0.04
UNP Union Pacific Corp. Reduce -0.7% 0.45% −0.04
DE Deere & Co. Sold out 0.00% −0.04
PEP Pepsico Inc. Reduce -25.4% 0.06% −0.03
CHD Church & Dwight Co. Inc. Reduce -11.4% 0.08% −0.03
SMCWX Amer FND Smallcap WRLD-A Sold out 0.00% −0.02
CL Colgate-Palmolive Co. Sold out 0.00% −0.02
CIPMX Champlain Mid Cap Fund-Adv Sold out 0.00% −0.02
MDT Medtronic PLC Sold out 0.00% −0.02
MMM 3M Co. Sold out 0.00% −0.02
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.02
MRK Merck & Co. Inc. Reduce -6.1% 0.05% −0.01
IVV iShares Core S&P 500 ETF Reduce -24.6% 0.05% −0.01
AMT American Tower Corp. Reduce -17.1% 0.06% −0.01
NVS Novartis AG-Sponsored ADR Reduce -23.5% 0.04% −0.01
EOG EOG Resources Inc. Reduce -1.4% 0.06% −0.01
KO The Coca-Cola Co. Reduce -17.0% 0.03% −0.01
ECL Ecolab Inc. Reduce -5.7% 0.17% −0.01
AMGN Amgen Inc. Reduce -7.4% 0.02% −0.01
GE General Electric Reduce -33.6% 0.02% −0.01
VEA Vanguard Ftse Developed ETF Reduce -15.4% 0.05% −0.01
CVS CVS Health Corp. Reduce -19.7% 0.02% −0.00
AON Aon PLC Class A Reduce -5.5% 0.02% −0.00
ATR Aptargroup Inc. Reduce -0.3% 2.97% −0.00
CB Chubb Ltd. Reduce -0.7% 0.03% −0.00
MDLZ Mondelez International Inc. Class A Reduce -6.5% 0.02% −0.00
DLR Digital Realty Trust Inc. Reduce -26.5% 0.02% −0.00
FFFFX Fidelity Freedom 2040 Reduce -19.8% 0.01% −0.00
SYK Stryker Corp. Reduce -4.1% 0.07% −0.00
DRI Darden Restaurants Inc. Reduce -2.5% 0.03% −0.00
QCOM Qualcomm Inc. Reduce -2.9% 0.02% −0.00
PRDGX T Rowe PR Dividend Grow-Inv Reduce -0.4% 0.04% −0.00

Portfolio Buys Q1 2025 → Q2 2025
UBER Uber Technologies Inc. Add +128.5% 0.78% +0.50
AXP American Express Co. Add +1370.7% 0.51% +0.48
BRK.A Berkshire Hathaway Inc. Class A Add +56.3% 1.41% +0.37
SCHW Schwab (charles) Corp. Add +1228.4% 0.38% +0.36
LLY Eli Lilly & Co. Add +110.3% 0.72% +0.34
AMAT Applied Materials Inc. New 0.33% +0.33
NVO Novo-Nordisk A/S-Spons ADR Add +96.1% 0.66% +0.30
SBGSY Schneider Elect SE-Unsp ADR Add +2.1% 2.62% +0.30
CARR Carrier Global Corp. Add +4.3% 2.18% +0.27
CRM Salesforce Inc. Add +40.6% 1.01% +0.27
CP Canadian Pacific Kansas City Add +106.8% 0.26% +0.15
CRWD CrowdStrike Holdings Inc. Class A Add +9.1% 0.30% +0.10
XYL Xylem Inc. Add +0.7% 2.26% +0.08
ARIMX Amg RR Smid Val-I Add +4.0% 1.51% +0.04
ASML ASML Holding NV-NY Reg SHS Add +34.8% 0.10% +0.04
GQGIX GQG Part Emerg MKTS Eq-Inst Add +2.1% 1.52% +0.03
FPACX Fpa Crescent Fund-Inst Add +6.1% 0.41% +0.03
FXAIX Fidelity 500 Index Fund New 0.03% +0.03
BPIRX Boston Part L/S Research-Ins Add +6.3% 0.38% +0.02
BLK BlackRock Inc. New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
NOVOZYMES A S DKK 2.0 New 0.02% +0.02
GDXJ Vaneck Junior Gold Miners New 0.02% +0.02
SMH Vaneck Semiconductor ETF New 0.02% +0.02
GIS General Mills Inc. Add +50.0% 0.05% +0.01
RELX Relx PLC - Spon ADR Add +2.9% 0.17% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.1% 0.12% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +20.9% 0.16% +0.01
ISRG Intuitive Surgical Inc. Add +13.7% 0.03% +0.00
COST Costco Wholesale Corp. Add +2.2% 0.12% +0.00
V Visa Inc. Class A Add +4.3% 0.07% +0.00
EPD Enterprise Products Partners Add +2.7% 0.02% −0.00
MKC McCormick & Co.-Non VTG SHRS Add +6.8% 1.53% −0.11
HD Home Depot Inc. Add +0.7% 3.04% −0.13
DHR Danaher Corp. Add +1.4% 2.62% −0.20
VRTX Vertex Pharmaceuticals Inc. Add +2.2% 1.91% −0.23

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