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

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 Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.2B $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

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%
ORCL Oracle Corp. 0.03% 2,266 $333K Reduce -4.2%
GE General Electric filed as GE AEROSPACE 0.03% 1,112 $316K No change
PFE Pfizer Inc. 0.02% 11,000 $309K No change
MO Altria Group Inc. 0.02% 4,600 $304K No change
ISRG Intuitive Surgical Inc. 0.02% 647 $298K Reduce -0.8%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C 0.02% 4,280 $297K Reduce -8.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,500 $294K No change
WCMIX WCM Focused Intl Growth-Inst 0.02% 11,822 $290K New
SCZ iShares MSCI Eafe Small-Cap 0.02% 3,700 $290K New
EFG iShares MSCI Eafe Growth ETF 0.02% 2,600 $290K New
EPD Enterprise Products Partners 0.02% 7,500 $284K No change
INTC Intel Corp. 0.02% 6,217 $274K Reduce -6.3%
SMH Vaneck Semiconductor ETF 0.02% 695 $266K Reduce -4.8%
PLTR Palantir Technologies Inc. Class A 0.02% 1,800 $263K No change
VOOV Vanguard S&P 500 Value ETF 0.02% 1,266 $258K No change
DCI Donaldson Co. Inc. 0.02% 3,000 $255K No change
TT Trane Technologies PLC 0.02% 600 $250K No change
VTEI Vanguard Int Tax-Exempt Bond 0.02% 2,483 $248K No change
CEF Sprott Physical Gold and Sil 0.02% 5,160 $246K Reduce -27.9%
SGIIX First Eagle Global-I 0.02% 2,887 $238K No change
CSCO Cisco Systems Inc. 0.02% 3,053 $237K Reduce -11.3%
PHYS Sprott Physical Gold Trust 0.02% 6,570 $233K New
MDLZ Mondelez International Inc. Class A 0.02% 4,000 $231K No change
E Eni SPA-Sponsored ADR 0.02% 4,000 $226K New
GDX Vaneck Gold Miners ETF 0.02% 2,400 $220K No change
QUAL iShares MSCI USA Quality Fac 0.02% 1,145 $220K Reduce -0.4%
CVS CVS Health Corp. 0.02% 3,013 $216K Reduce -1.3%
UHS Universal Health Services-B 0.02% 1,200 $215K No change
IWD iShares Russell 1000 Value E 0.02% 1,000 $214K New
DLR Digital Realty Trust Inc. 0.02% 1,150 $207K New
GEV GE Vernova Inc. 0.02% 237 $207K New
TTSIX T Row PR SH-Int Mun BD FND-I filed as T ROWE PRICE TAX FREE SHRT INT 0.02% 35,231 $194K New
THM Intl Tower Hill Mines Ltd. filed as INTERNATIONAL TOWER HILL MIN 0.02% 83,400 $192K No change
RIOT Riot Platforms Inc. 0.01% 13,150 $163K Add +25.8%
FRAC FIRST HORIZON NATL CORP filed as FIRST HORIZON NAT'L FRACTIONAL 0.00% 187,721 $2 No change

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

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