Hemenway Trust Co LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Hemenway Trust Co LLC reported 135 stock positions worth $1.2 billion. Its top holding was Alphabet Class A (GOOGL) at 6.1% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Apple (AAPL, 5.2%). Compared with Q4 2025, it opened 13 new positions, sold out of 5, added to 34 and reduced 57. The biggest buy was Applied Materials (AMAT, shares +5%) and the biggest sale Unitedhealth (UNH, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, NH
- CIK
- 0001494234
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001494234-26-000003 ↗ filed May 7, 2026
Holdings Value
Holdings 135 stocks · $1.2B
| GOOGL Alphabet Inc. Class A | 6.06% | 261,957 | $75.3M | Reduce -4.8% |
| NVDA Nvidia Corp. | 5.40% | 385,065 | $67.2M | Reduce -1.4% |
| AAPL Apple Inc. | 5.21% | 255,066 | $64.7M | Reduce -1.8% |
| ADI Analog Devices Inc. | 4.22% | 164,880 | $52.5M | Reduce -7.1% |
| MSFT Microsoft Corp. | 4.15% | 139,303 | $51.6M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.96% | 308,019 | $49.2M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 3.94% | 235,071 | $49.0M | Add +0.2% |
| MA Mastercard Inc. Class A | 3.53% | 87,703 | $43.8M | Add +0.9% |
| RTX RTX Corp. | 3.37% | 216,956 | $41.9M | Reduce -3.4% |
| JNJ Johnson & Johnson | 3.27% | 166,241 | $40.6M | Reduce -5.6% |
| AMD Advanced Micro Devices | 3.18% | 194,431 | $39.6M | Reduce -4.4% |
| ABT Abbott Laboratories | 2.79% | 337,725 | $34.7M | Add +0.3% |
| HD Home Depot Inc. | 2.77% | 104,792 | $34.5M | Reduce -0.1% |
| SBGSY Schneider Elect SE-Unsp ADR | 2.70% | 616,969 | $33.6M | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 2.60% | 89,879 | $32.3M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 2.51% | 215,755 | $31.2M | Add +1.6% |
| DHR Danaher Corp. | 2.49% | 163,343 | $31.0M | Add +0.7% |
| CVX Chevron Corp. | 2.48% | 148,927 | $30.8M | Reduce -1.8% |
| ADP Automatic Data Processing | 2.24% | 136,950 | $27.8M | Reduce -2.1% |
| ATR Aptargroup Inc. | 2.21% | 217,872 | $27.5M | Reduce -8.3% |
| AMAT Applied Materials Inc. | 2.12% | 76,922 | $26.3M | Add +5.1% |
| XYL Xylem Inc. | 2.10% | 218,587 | $26.1M | Add +0.1% |
| LLY Eli Lilly & Co. | 2.01% | 27,160 | $25.0M | Add +12.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.85% | 51,499 | $23.0M | Add +0.9% |
| GQGIX GQG Part Emerg MKTS Eq-Inst | 1.56% | 1,067,352 | $19.4M | Add +0.7% |
| ARIMX Amg RR Smid Val-I filed as AMG RIVER ROAD SMALL-MID CAP V | 1.44% | 1,830,975 | $17.9M | Add +0.8% |
| AXP American Express Co. | 1.44% | 59,068 | $17.9M | Add +34.8% |
| SCHW Schwab (charles) Corp. | 1.39% | 184,295 | $17.3M | Add +36.9% |
| UBER Uber Technologies Inc. | 1.36% | 234,824 | $16.9M | Add +28.6% |
| NEE Nextera Energy Inc. | 1.15% | 153,453 | $14.3M | Add +33.4% |
| VFIAX Vanguard 500 Index-Adm | 1.03% | 21,310 | $12.8M | No change |
| CNI Canadian Natl Railway Co. | 1.03% | 124,717 | $12.8M | Reduce -6.7% |
| WM Waste Management Inc. | 0.91% | 49,021 | $11.3M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.87% | 15 | $10.8M | Reduce -21.1% |
| AVGO Broadcom Inc. | 0.64% | 25,522 | $7.9M | Add +216.3% |
| FISV Fiserv Inc. | 0.63% | 141,132 | $7.9M | Reduce -26.5% |
| CARR Carrier Global Corp. | 0.63% | 138,359 | $7.8M | Reduce -9.1% |
| UNH Unitedhealth Group Inc. | 0.57% | 26,135 | $7.1M | Reduce -50.0% |
| UNP Union Pacific Corp. | 0.49% | 25,297 | $6.1M | No change |
| CP Canadian Pacific Kansas City | 0.44% | 68,992 | $5.4M | Add +9.5% |
| ABBV Abbvie Inc. | 0.40% | 22,851 | $5.0M | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 11,206 | $4.4M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 6,364 | $4.1M | Add +117.0% |
| FPACX Fpa Crescent Fund-Inst | 0.33% | 95,513 | $4.1M | Add +6.0% |
| WMT Walmart Inc. | 0.32% | 32,053 | $4.0M | Reduce -2.1% |
| HON Honeywell International Inc. | 0.30% | 16,445 | $3.7M | Reduce -1.1% |
| BPIRX Boston Part L/S Research-Ins filed as ROBECO BOSTON PARTNERS LONG SH | 0.29% | 256,697 | $3.6M | Add +6.7% |
| WCN Waste Connections Inc. | 0.27% | 20,519 | $3.3M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.25% | 2,336 | $3.1M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 0.24% | 10,097 | $3.0M | Add +0.6% |
| APH Amphenol Corp. Class A | 0.21% | 20,879 | $2.6M | Reduce -8.2% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 4,595 | $2.3M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.18% | 13,064 | $2.2M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.16% | 7,610 | $2.0M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 0.15% | 6,610 | $1.9M | Reduce -8.7% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.15% | 11,863 | $1.9M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.14% | 35,737 | $1.8M | Reduce -75.1% |
| RELX Relx PLC - Spon ADR | 0.13% | 48,815 | $1.6M | Reduce -21.2% |
| COST Costco Wholesale Corp. | 0.12% | 1,526 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 2,957 | $1.4M | Reduce -33.4% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 21,458 | $1.4M | Add +87.3% |
| VWILX Vanguard Intl Growth-Adm | 0.11% | 12,600 | $1.4M | No change |
| NTAP Netapp Inc. | 0.08% | 10,250 | $1.0M | Reduce -16.3% |
| IWB iShares Russell 1000 ETF | 0.08% | 2,689 | $959K | Add +3.8% |
| CRM Salesforce Inc. | 0.08% | 5,001 | $934K | Reduce -40.3% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,334 | $871K | No change |
| CHD Church & Dwight Co. Inc. | 0.07% | 9,060 | $845K | Reduce -4.5% |
| EOG EOG Resources Inc. | 0.07% | 5,735 | $829K | Reduce -15.0% |
| MRK Merck & Co. Inc. | 0.07% | 6,880 | $828K | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,215 | $779K | Reduce -5.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.06% | 10,085 | $772K | No change |
| SYK Stryker Corp. | 0.06% | 2,275 | $748K | Reduce -2.1% |
| PEP Pepsico Inc. | 0.06% | 4,580 | $711K | Reduce -1.6% |
| V Visa Inc. Class A | 0.06% | 2,333 | $705K | Add +3.6% |
| PM Philip Morris International | 0.05% | 4,120 | $681K | No change |
| IDXX Idexx Laboratories Inc. | 0.05% | 1,189 | $668K | Reduce -7.8% |
| IWF iShares Russell 1000 Growth | 0.05% | 1,551 | $661K | New |
| NVS Novartis AG-Sponsored ADR | 0.05% | 3,700 | $565K | Reduce -5.8% |
| MTD Mettler-Toledo International | 0.04% | 415 | $523K | Reduce -16.2% |
| PRDGX T Rowe PR Dividend Grow-Inv | 0.04% | 6,346 | $513K | Add +1.0% |
| APIMEDS PHARMACEUTICALS US I | 0.04% | 274,000 | $490K | No change |
| TD Toronto-Dominion Bank | 0.04% | 4,985 | $465K | Reduce -7.3% |
| RGEN Repligen Corp. | 0.04% | 3,850 | $454K | No change |
| NSRGY Nestle SA-Spons ADR | 0.04% | 4,576 | $453K | Reduce -8.0% |
| ITW Illinois Tool Works | 0.04% | 1,725 | $449K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 11,999 | $441K | Reduce -33.7% |
| RY Royal Bank of Canada | 0.03% | 2,655 | $430K | Reduce -5.7% |
| AMT American Tower Corp. | 0.03% | 2,472 | $427K | Reduce -9.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.03% | 3,660 | $418K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.03% | 3,634 | $417K | No change |
| CB Chubb Ltd. | 0.03% | 1,280 | $417K | Reduce -3.8% |
| GDXJ Vaneck Junior Gold Miners | 0.03% | 3,300 | $396K | No change |
| GIS General Mills Inc. | 0.03% | 10,564 | $393K | Reduce -8.3% |
| KO The Coca-Cola Co. | 0.03% | 5,009 | $381K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.03% | 648 | $371K | Add +16.6% |
| DRI Darden Restaurants Inc. | 0.03% | 1,833 | $359K | Add +5.5% |
| JALAX JH II MM Lifestyle Aggr-A filed as JOHN HANCOCK FUNDS II MULTIMAN | 0.03% | 23,148 | $339K | New |
| PGINX Impax GLBL Environ MRKT-Inst filed as PAX GLOBAL ENVIRONMENTAL MKTS | 0.03% | 16,265 | $339K | New |
| AMGN Amgen Inc. | 0.03% | 953 | $335K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 3,684 | $334K | Add +1.5% |
Portfolio Sells Q4 2025 → Q1 2026
| UNH Unitedhealth Group Inc. | Reduce -50.0% | 0.57% | −0.75 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -75.1% | 0.14% | −0.60 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 6.06% | −0.53 |
| ADP Automatic Data Processing | Reduce -2.1% | 2.24% | −0.51 |
| FISV Fiserv Inc. | Reduce -26.5% | 0.63% | −0.35 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -21.1% | 0.87% | −0.23 |
| AAPL Apple Inc. | Reduce -1.8% | 5.21% | −0.19 |
| NVDA Nvidia Corp. | Reduce -1.4% | 5.40% | −0.17 |
| AMD Advanced Micro Devices | Reduce -4.4% | 3.18% | −0.15 |
| ROK Rockwell Automation Inc. | Reduce -2.6% | 2.60% | −0.15 |
| CRM Salesforce Inc. | Reduce -40.3% | 0.08% | −0.09 |
| RELX Relx PLC - Spon ADR | Reduce -21.2% | 0.13% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -33.4% | 0.11% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -33.7% | 0.04% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.9% | 0.18% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -8.2% | 0.21% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -8.7% | 0.15% | −0.02 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.02 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.02 |
| FXAIX Fidelity 500 Index Fund | Sold out | 0.00% | −0.02 |
| NTAP Netapp Inc. | Reduce -16.3% | 0.08% | −0.02 |
| NOVOZYMES A S DKK 2.0 | Sold out | 0.00% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -5.9% | 0.06% | −0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -7.8% | 0.05% | −0.01 |
| MTD Mettler-Toledo International | Reduce -16.2% | 0.04% | −0.01 |
| GIS General Mills Inc. | Reduce -8.3% | 0.03% | −0.01 |
| ORCL Oracle Corp. | Reduce -4.2% | 0.03% | −0.01 |
| ATR Aptargroup Inc. | Reduce -8.3% | 2.21% | −0.01 |
| CEF Sprott Physical Gold and Sil | Reduce -27.9% | 0.02% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -0.8% | 0.02% | −0.00 |
| BNS Bank of Nova Scotia | Reduce -8.7% | 0.02% | −0.00 |
| AMT American Tower Corp. | Reduce -9.8% | 0.03% | −0.00 |
| SYK Stryker Corp. | Reduce -2.1% | 0.06% | −0.00 |
| RY Royal Bank of Canada | Reduce -5.7% | 0.03% | −0.00 |
| TD Toronto-Dominion Bank | Reduce -7.3% | 0.04% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -11.3% | 0.02% | −0.00 |
| CVS CVS Health Corp. | Reduce -1.3% | 0.02% | −0.00 |
| NSRGY Nestle SA-Spons ADR | Reduce -8.0% | 0.04% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.4% | 0.02% | +0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -4.8% | 0.02% | +0.00 |
| CB Chubb Ltd. | Reduce -3.8% | 0.03% | +0.00 |
| ECL Ecolab Inc. | Reduce -4.9% | 0.16% | +0.00 |
| INTC Intel Corp. | Reduce -6.3% | 0.02% | +0.00 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.03% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -5.8% | 0.05% | +0.00 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.06% | +0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -4.5% | 0.07% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.07% | +0.01 |
| CARR Carrier Global Corp. | Reduce -9.1% | 0.63% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AMAT Applied Materials Inc. | Add +5.1% | 2.12% | +0.68 |
| NEE Nextera Energy Inc. | Add +33.4% | 1.15% | +0.44 |
| AVGO Broadcom Inc. | Add +216.3% | 0.64% | +0.42 |
| SCHW Schwab (charles) Corp. | Add +36.9% | 1.39% | +0.36 |
| WCN Waste Connections Inc. | New | 0.27% | +0.27 |
| UBER Uber Technologies Inc. | Add +28.6% | 1.36% | +0.22 |
| AXP American Express Co. | Add +34.8% | 1.44% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +117.0% | 0.33% | +0.18 |
| PG The Procter & Gamble Co. | Add +1.6% | 2.51% | +0.18 |
| GQGIX GQG Part Emerg MKTS Eq-Inst | Add +0.7% | 1.56% | +0.12 |
| WM Waste Management Inc. | Add +0.1% | 0.91% | +0.08 |
| CP Canadian Pacific Kansas City | Add +9.5% | 0.44% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.9% | 1.85% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.5% | 0.25% | +0.06 |
| ARIMX Amg RR Smid Val-I | Add +0.8% | 1.44% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +87.3% | 0.11% | +0.06 |
| IWF iShares Russell 1000 Growth | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +12.8% | 2.01% | +0.03 |
| BPIRX Boston Part L/S Research-Ins | Add +6.7% | 0.29% | +0.03 |
| FPACX Fpa Crescent Fund-Inst | Add +6.0% | 0.33% | +0.03 |
| JALAX JH II MM Lifestyle Aggr-A | New | 0.03% | +0.03 |
| PGINX Impax GLBL Environ MRKT-Inst | New | 0.03% | +0.03 |
| WCMIX WCM Focused Intl Growth-Inst | New | 0.02% | +0.02 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.02% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.02% | +0.02 |
| PHYS Sprott Physical Gold Trust | New | 0.02% | +0.02 |
| E Eni SPA-Sponsored ADR | New | 0.02% | +0.02 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| DLR Digital Realty Trust Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| TTSIX T Row PR SH-Int Mun BD FND-I | New | 0.02% | +0.02 |
| DRI Darden Restaurants Inc. | Add +5.5% | 0.03% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +3.8% | 0.08% | +0.00 |
| RIOT Riot Platforms Inc. | Add +25.8% | 0.01% | +0.00 |
| PRDGX T Rowe PR Dividend Grow-Inv | Add +1.0% | 0.04% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 0.03% | +0.00 |
| META Meta Platforms Inc. Class A | Add +16.6% | 0.03% | +0.00 |
| ABBV Abbvie Inc. | Add +0.3% | 0.40% | +0.00 |
| V Visa Inc. Class A | Add +3.6% | 0.06% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.24% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.5% | 0.35% | −0.04 |
| XYL Xylem Inc. | Add +0.1% | 2.10% | −0.17 |
| AMZN Amazon.com Inc. | Add +0.2% | 3.94% | −0.20 |
| MA Mastercard Inc. Class A | Add +0.9% | 3.53% | −0.27 |
| DHR Danaher Corp. | Add +0.7% | 2.49% | −0.35 |
| ABT Abbott Laboratories | Add +0.3% | 2.79% | −0.44 |
| MSFT Microsoft Corp. | Add +1.6% | 4.15% | −0.92 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $1.4B | AMD, GOOGL, NVDA, AAPL, ADI |
| Q1 2026 | 135 | $1.2B | GOOGL, NVDA, AAPL, ADI, MSFT |
| Q4 2025 | 127 | $1.3B | GOOGL, NVDA, AAPL, MSFT, AMZN |
| Q3 2025 | 125 | $1.3B | NVDA, MSFT, GOOGL, AAPL, MA |
| Q2 2025 | 127 | $1.3B | MSFT, NVDA, AAPL, MA, GOOGL |
| Q1 2025 | 127 | $1.2B | AAPL, MA, FISV, MSFT, ABT |
| Q4 2024 | 125 | $1.2B | AAPL, NVDA, MSFT, GOOGL, MA |
| Q3 2024 | 135 | $1.3B | AAPL, NVDA, MSFT, GOOGL, MA |
| Q2 2024 | 129 | $1.2B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q1 2024 | 132 | $1.2B | MSFT, NVDA, GOOGL, AMD, AAPL |