Hemenway Trust Co LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Hemenway Trust Co LLC reported 135 stock positions worth $1.4 billion. Its top holding was Advanced Micro Devices (AMD) at 7.2% of the portfolio, followed by Alphabet Class A (GOOGL, 6.2%) and Nvidia (NVDA, 5.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 6, added to 35 and reduced 55. The biggest buy was Applied Materials (AMAT, shares +1%) and the biggest sale Chevron (CVX, shares −17%).

Most Recent 13F
Q2 2026
Location
SALEM, NH
CIK
0001494234
Portfolio Value
$1.4B (Q2 2026)
SEC Filing
0001494234-26-000006 ↗ filed Aug 11, 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 Q1 2026 Q2 2026: $1.4B $1.4B Q2 2026

Holdings 135 stocks · $1.4B
AMD Advanced Micro Devices 7.17% 176,678 $102.6M Reduce -9.1%
GOOGL Alphabet Inc. Class A 6.22% 248,972 $89.0M Reduce -5.0%
NVDA Nvidia Corp. 5.32% 380,243 $76.1M Reduce -1.3%
AAPL Apple Inc. 5.14% 253,994 $73.5M Reduce -0.4%
ADI Analog Devices Inc. 4.28% 154,062 $61.2M Reduce -6.6%
AMAT Applied Materials Inc. 3.94% 78,041 $56.4M Add +1.4%
AMZN Amazon.com Inc. 3.92% 235,269 $56.1M Add +0.1%
MSFT Microsoft Corp. 3.71% 142,454 $53.1M Add +2.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.26% 307,733 $46.6M Reduce -0.1%
MA Mastercard Inc. Class A 3.20% 89,128 $45.8M Add +1.6%
ROK Rockwell Automation Inc. 3.02% 87,399 $43.3M Reduce -2.8%
JNJ Johnson & Johnson 2.95% 166,020 $42.2M Reduce -0.1%
RTX RTX Corp. 2.85% 215,098 $40.8M Reduce -0.9%
SBGSY Schneider Elect SE-Unsp ADR 2.82% 619,162 $40.4M Add +0.4%
HD Home Depot Inc. 2.62% 106,166 $37.4M Add +1.3%
LLY Eli Lilly & Co. 2.46% 29,397 $35.3M Add +8.2%
PG The Procter & Gamble Co. 2.22% 216,708 $31.8M Add +0.4%
ABT Abbott Laboratories 2.21% 348,778 $31.6M Add +3.3%
DHR Danaher Corp. 2.16% 161,945 $30.8M Reduce -0.9%
ADP Automatic Data Processing 2.15% 137,589 $30.8M Add +0.5%
VRTX Vertex Pharmaceuticals Inc. 1.94% 55,995 $27.8M Add +8.7%
XYL Xylem Inc. 1.90% 230,183 $27.2M Add +5.3%
ATR Aptargroup Inc. 1.84% 209,840 $26.3M Reduce -3.7%
AXP American Express Co. 1.75% 74,193 $25.1M Add +25.6%
CVX Chevron Corp. 1.43% 123,703 $20.5M Reduce -16.9%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.39% 1,076,948 $20.0M Add +0.9%
ARIMX Amg RR Smid Val-I filed as AMG RIVER ROAD SMALL-MID CAP V 1.36% 1,846,391 $19.5M Add +0.8%
SCHW Schwab (charles) Corp. 1.30% 201,739 $18.6M Add +9.5%
NEE Nextera Energy Inc. 1.28% 208,603 $18.3M Add +35.9%
UBER Uber Technologies Inc. 1.24% 246,765 $17.8M Add +5.1%
CNI Canadian Natl Railway Co. 1.03% 124,116 $14.8M Reduce -0.5%
VFIAX Vanguard 500 Index-Adm 1.03% 21,310 $14.7M No change
AVGO Broadcom Inc. 0.93% 35,129 $13.3M Add +37.6%
WM Waste Management Inc. 0.76% 49,086 $10.9M Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.63% 12 $9.0M Reduce -20.0%
CRWD CrowdStrike Holdings Inc. Class A 0.61% 11,508 $8.8M Add +2.7%
WCN Waste Connections Inc. 0.49% 42,113 $7.0M Add +105.2%
UNP Union Pacific Corp. 0.48% 25,310 $6.9M Add +0.1%
CP Canadian Pacific Kansas City 0.48% 79,226 $6.9M Add +14.8%
ABBV Abbvie Inc. 0.40% 22,641 $5.7M Reduce -0.9%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.34% 2,464 $4.8M Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 6,317 $4.7M Reduce -0.7%
FPACX Fpa Crescent Fund-Inst 0.30% 95,538 $4.3M Add +0.0%
BPIRX Boston Part L/S Research-Ins filed as ROBECO BOSTON PARTNERS LONG SH 0.27% 256,697 $3.8M No change
APH Amphenol Corp. Class A 0.25% 20,429 $3.6M Reduce -2.2%
WMT Walmart Inc. 0.25% 31,677 $3.6M Reduce -1.2%
JPM JPMorgan Chase & Co. 0.23% 10,040 $3.3M Reduce -0.6%
UNH Unitedhealth Group Inc. 0.18% 6,049 $2.5M Reduce -76.8%
GOOG Alphabet Inc. Class C 0.16% 6,313 $2.2M Reduce -4.5%
TMO Thermo Fisher Scientific Inc. 0.15% 4,425 $2.2M Reduce -3.7%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM 0.15% 11,863 $2.1M No change
ECL Ecolab Inc. 0.15% 7,635 $2.1M Add +0.3%
CARR Carrier Global Corp. 0.14% 28,109 $2.1M Reduce -79.7%
FISV Fiserv Inc. 0.14% 41,825 $2.1M Reduce -70.4%
HON Honeywell International Inc. 0.13% 8,311 $1.9M Add +1.1%
HONA Honeywell Aerospace Inc. 0.13% 8,311 $1.8M Add +1.1%
XOM Exxon Mobil Corp. 0.12% 13,026 $1.8M Reduce -0.3%
VEA Vanguard Ftse Developed ETF 0.11% 21,537 $1.5M Add +0.4%
NTAP Netapp Inc. 0.11% 9,850 $1.5M Reduce -3.9%
VWILX Vanguard Intl Growth-Adm 0.11% 12,600 $1.5M No change
COST Costco Wholesale Corp. 0.10% 1,526 $1.4M No change
IWB iShares Russell 1000 ETF 0.08% 2,689 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.07% 2,096 $1.0M Reduce -29.1%
IVV iShares Core S&P 500 ETF 0.07% 1,334 $999K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 10,085 $886K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 3,147 $885K Reduce -2.1%
MRK Merck & Co. Inc. 0.06% 6,860 $882K Reduce -0.3%
CHD Church & Dwight Co. Inc. 0.06% 8,390 $813K Reduce -7.4%
V Visa Inc. Class A 0.06% 2,311 $793K Reduce -0.9%
INTC Intel Corp. 0.05% 5,567 $777K Reduce -10.5%
IWF iShares Russell 1000 Growth 0.05% 6,184 $768K Reduce -0.3%
EOG EOG Resources Inc. 0.05% 5,710 $741K Reduce -0.4%
SYK Stryker Corp. 0.05% 2,265 $713K Reduce -0.4%
PM Philip Morris International 0.05% 3,920 $709K Reduce -4.8%
IDXX Idexx Laboratories Inc. 0.04% 1,189 $626K No change
PEP Pepsico Inc. 0.04% 4,545 $615K Reduce -0.8%
TD Toronto-Dominion Bank 0.04% 4,875 $592K Reduce -2.2%
NVS Novartis AG-Sponsored ADR 0.04% 3,700 $580K No change
MKC McCormick & Co.-Non VTG SHRS 0.04% 11,070 $558K Reduce -69.0%
PRDGX T Rowe PR Dividend Grow-Inv 0.04% 6,151 $546K Reduce -3.1%
RY Royal Bank of Canada 0.04% 2,640 $546K Reduce -0.6%
MTD Mettler-Toledo International 0.04% 415 $530K No change
VIOO Vanguard S&P Small-Cap 600 E 0.03% 3,634 $500K No change
RGEN Repligen Corp. 0.03% 3,650 $498K Reduce -5.2%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.03% 3,660 $477K No change
ITW Illinois Tool Works 0.03% 1,725 $467K No change
NSRGY Nestle SA-Spons ADR 0.03% 4,441 $456K Reduce -3.0%
SMH Vaneck Semiconductor ETF 0.03% 665 $436K Reduce -4.3%
CB Chubb Ltd. 0.03% 1,260 $429K Reduce -1.6%
NVO Novo-Nordisk A/S-Spons ADR 0.03% 8,774 $421K Reduce -26.9%
GE General Electric filed as GE AEROSPACE 0.03% 1,112 $416K No change
KO The Coca-Cola Co. 0.03% 5,035 $409K Add +0.5%
META Meta Platforms Inc. Class A 0.03% 723 $407K Add +11.6%
AMT American Tower Corp. 0.03% 2,422 $396K Reduce -2.0%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C 0.03% 4,280 $372K No change
GEV GE Vernova Inc. 0.03% 307 $361K Add +29.5%
RIOT Riot Platforms Inc. 0.03% 13,150 $360K No change
IEFA iShares Core MSCI Eafe ETF 0.02% 3,684 $356K No change
DRI Darden Restaurants Inc. 0.02% 1,723 $355K Reduce -6.0%
PGINX Impax GLBL Environ MRKT-Inst filed as PAX GLOBAL ENVIRONMENTAL MKTS 0.02% 13,941 $353K Reduce -14.3%
WCMIX WCM Focused Intl Growth-Inst 0.02% 11,822 $340K No change
CSCO Cisco Systems Inc. 0.02% 2,850 $335K Reduce -6.7%
ORCL Oracle Corp. 0.02% 2,266 $332K No change
MO Altria Group Inc. 0.02% 4,600 $331K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,500 $327K No change
GDXJ Vaneck Junior Gold Miners 0.02% 3,300 $324K No change
EFG iShares MSCI Eafe Growth ETF 0.02% 2,600 $323K No change
CVS CVS Health Corp. 0.02% 3,013 $312K No change
AMGN Amgen Inc. 0.02% 841 $305K Reduce -11.8%
SCZ iShares MSCI Eafe Small-Cap 0.02% 3,700 $304K No change
TT Trane Technologies PLC 0.02% 600 $295K No change
GIS General Mills Inc. 0.02% 8,283 $288K Reduce -21.6%
VOOV Vanguard S&P 500 Value ETF 0.02% 1,266 $278K No change
EPD Enterprise Products Partners 0.02% 7,500 $276K No change
VRT Vertiv Holdings Co. Class A 0.02% 809 $271K New
DCI Donaldson Co. Inc. 0.02% 3,000 $269K No change
PFE Pfizer Inc. 0.02% 11,000 $265K No change
JALAX JH II MM Lifestyle Aggr-A filed as JOHN HANCOCK FUNDS II MULTIMAN 0.02% 15,300 $258K Reduce -33.9%
PLTR Palantir Technologies Inc. Class A 0.02% 2,200 $257K Add +22.2%
ISRG Intuitive Surgical Inc. 0.02% 632 $251K Reduce -2.3%
QUAL iShares MSCI USA Quality Fac 0.02% 1,145 $251K No change
VTEI Vanguard Int Tax-Exempt Bond 0.02% 2,483 $251K No change
QCOM Qualcomm Inc. 0.02% 1,345 $249K New
APIMEDS PHARMACEUTICALS US I 0.02% 274,000 $247K No change
SGIIX First Eagle Global-I 0.02% 2,887 $245K No change
IWD iShares Russell 1000 Value E 0.02% 1,000 $242K No change
CAT Caterpillar Inc. 0.02% 222 $236K New
RELX Relx PLC - Spon ADR 0.02% 7,341 $232K Reduce -85.0%
MDLZ Mondelez International Inc. Class A 0.02% 4,000 $231K No change
FTHFX Fullthaler Beh S/C Eqty-R6 filed as FULLER & THALER BEHAVIORAL SML 0.02% 3,766 $220K New
DLR Digital Realty Trust Inc. 0.01% 1,170 $210K Add +1.7%
CEF Sprott Physical Gold and Sil 0.01% 5,160 $208K No change
NOVOZYMES A S DKK 2.0 0.01% 3,196 $201K New
THM Intl Tower Hill Mines Ltd. filed as INTERNATIONAL TOWER HILL MIN 0.01% 83,400 $166K No change
FRAC FIRST HORIZON NATL CORP filed as FIRST HORIZON NAT'L FRACTIONAL 0.00% 187,721 $2 No change

Portfolio Sells Q1 2026 → Q2 2026
CVX Chevron Corp. Reduce -16.9% 1.43% −1.05
TJX TJX Companies Inc. Reduce -0.1% 3.26% −0.70
RTX RTX Corp. Reduce -0.9% 2.85% −0.52
FISV Fiserv Inc. Reduce -70.4% 0.14% −0.49
CARR Carrier Global Corp. Reduce -79.7% 0.14% −0.48
UNH Unitedhealth Group Inc. Reduce -76.8% 0.18% −0.39
ATR Aptargroup Inc. Reduce -3.7% 1.84% −0.37
DHR Danaher Corp. Reduce -0.9% 2.16% −0.34
JNJ Johnson & Johnson Reduce -0.1% 2.95% −0.32
BRK.A Berkshire Hathaway Inc. Class A Reduce -20.0% 0.63% −0.24
RELX Relx PLC - Spon ADR Reduce -85.0% 0.02% −0.11
MKC McCormick & Co.-Non VTG SHRS Reduce -69.0% 0.04% −0.11
NVDA Nvidia Corp. Reduce -1.3% 5.32% −0.09
CRM Salesforce Inc. Sold out 0.00% −0.08
AAPL Apple Inc. Reduce -0.4% 5.14% −0.07
WMT Walmart Inc. Reduce -1.2% 0.25% −0.07
XOM Exxon Mobil Corp. Reduce -0.3% 0.12% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -29.1% 0.07% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -3.7% 0.15% −0.03
PHYS Sprott Physical Gold Trust Sold out 0.00% −0.02
E Eni SPA-Sponsored ADR Sold out 0.00% −0.02
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.02
UHS Universal Health Services-B Sold out 0.00% −0.02
TTSIX T Row PR SH-Int Mun BD FND-I Sold out 0.00% −0.02
EOG EOG Resources Inc. Reduce -0.4% 0.05% −0.01
PEP Pepsico Inc. Reduce -0.8% 0.04% −0.01
GIS General Mills Inc. Reduce -21.6% 0.02% −0.01
CHD Church & Dwight Co. Inc. Reduce -7.4% 0.06% −0.01
SYK Stryker Corp. Reduce -0.4% 0.05% −0.01
JPM JPMorgan Chase & Co. Reduce -0.6% 0.23% −0.01
JALAX JH II MM Lifestyle Aggr-A Reduce -33.9% 0.02% −0.01
AMT American Tower Corp. Reduce -2.0% 0.03% −0.01
ISRG Intuitive Surgical Inc. Reduce -2.3% 0.02% −0.01
NVO Novo-Nordisk A/S-Spons ADR Reduce -26.9% 0.03% −0.01
AMGN Amgen Inc. Reduce -11.8% 0.02% −0.01
PM Philip Morris International Reduce -4.8% 0.05% −0.01
MRK Merck & Co. Inc. Reduce -0.3% 0.06% −0.01
NSRGY Nestle SA-Spons ADR Reduce -3.0% 0.03% −0.00
DRI Darden Restaurants Inc. Reduce -6.0% 0.02% −0.00
CB Chubb Ltd. Reduce -1.6% 0.03% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 0.33% −0.00
PRDGX T Rowe PR Dividend Grow-Inv Reduce -3.1% 0.04% −0.00
PGINX Impax GLBL Environ MRKT-Inst Reduce -14.3% 0.02% −0.00
ABBV Abbvie Inc. Reduce -0.9% 0.40% −0.00
RGEN Repligen Corp. Reduce -5.2% 0.03% −0.00
V Visa Inc. Class A Reduce -0.9% 0.06% −0.00
IBM Intl Business Machines Corp. Reduce -2.1% 0.06% −0.00
IWF iShares Russell 1000 Growth Reduce -0.3% 0.05% +0.00
CNI Canadian Natl Railway Co. Reduce -0.5% 1.03% +0.00
GOOG Alphabet Inc. Class C Reduce -4.5% 0.16% +0.00

Portfolio Buys Q1 2026 → Q2 2026
AMAT Applied Materials Inc. Add +1.4% 3.94% +1.83
LLY Eli Lilly & Co. Add +8.2% 2.46% +0.45
AXP American Express Co. Add +25.6% 1.75% +0.32
AVGO Broadcom Inc. Add +37.6% 0.93% +0.29
CRWD CrowdStrike Holdings Inc. Class A Add +2.7% 0.61% +0.26
WCN Waste Connections Inc. Add +105.2% 0.49% +0.22
NEE Nextera Energy Inc. Add +35.9% 1.28% +0.13
SBGSY Schneider Elect SE-Unsp ADR Add +0.4% 2.82% +0.12
VRTX Vertex Pharmaceuticals Inc. Add +8.7% 1.94% +0.09
ASML ASML Holding NV-NY Reg SHS Add +5.5% 0.34% +0.09
CP Canadian Pacific Kansas City Add +14.8% 0.48% +0.04
VRT Vertiv Holdings Co. Class A New 0.02% +0.02
QCOM Qualcomm Inc. New 0.02% +0.02
CAT Caterpillar Inc. New 0.02% +0.02
FTHFX Fullthaler Beh S/C Eqty-R6 New 0.02% +0.02
NOVOZYMES A S DKK 2.0 New 0.01% +0.01
GEV GE Vernova Inc. Add +29.5% 0.03% +0.01
META Meta Platforms Inc. Class A Add +11.6% 0.03% −0.00
DLR Digital Realty Trust Inc. Add +1.7% 0.01% −0.00
KO The Coca-Cola Co. Add +0.5% 0.03% −0.00
PLTR Palantir Technologies Inc. Class A Add +22.2% 0.02% −0.00
VEA Vanguard Ftse Developed ETF Add +0.4% 0.11% −0.00
UNP Union Pacific Corp. Add +0.1% 0.48% −0.01
ECL Ecolab Inc. Add +0.3% 0.15% −0.01
HONA Honeywell Aerospace Inc. Add +1.1% 0.13% −0.02
AMZN Amazon.com Inc. Add +0.1% 3.92% −0.02
FPACX Fpa Crescent Fund-Inst Add +0.0% 0.30% −0.02
ARIMX Amg RR Smid Val-I Add +0.8% 1.36% −0.08
ADP Automatic Data Processing Add +0.5% 2.15% −0.09
SCHW Schwab (charles) Corp. Add +9.5% 1.30% −0.09
UBER Uber Technologies Inc. Add +5.1% 1.24% −0.11
WM Waste Management Inc. Add +0.1% 0.76% −0.14
HD Home Depot Inc. Add +1.3% 2.62% −0.16
GQGIX GQG Part Emerg MKTS Eq-Inst Add +0.9% 1.39% −0.17
HON Honeywell International Inc. Add +1.1% 0.13% −0.17
XYL Xylem Inc. Add +5.3% 1.90% −0.20
PG The Procter & Gamble Co. Add +0.4% 2.22% −0.29
MA Mastercard Inc. Class A Add +1.6% 3.20% −0.33
MSFT Microsoft Corp. Add +2.3% 3.71% −0.44
ABT Abbott Laboratories Add +3.3% 2.21% −0.58

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