Plimoth Trust Co. LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Plimoth Trust Co. LLC reported 175 stock positions worth $500.8 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Nvidia (NVDA, 5.2%) and Microsoft (MSFT, 4.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 41 and reduced 103. The biggest buy was Palo Alto Networks (PANW, shares +1%) and the biggest sale Chevron (CVX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SWANSEA, MA
- CIK
- 0001623678
- Portfolio Value
- $500.8M (Q2 2026)
- SEC Filing
- 0001623678-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 175 stocks · $500.8M
| AAPL Apple Inc. | 6.23% | 107,732 | $31.2M | Reduce -0.1% |
| NVDA Nvidia Corp. | 5.17% | 129,513 | $25.9M | Add +0.0% |
| MSFT Microsoft Corp. | 4.17% | 55,939 | $20.9M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 3.82% | 53,553 | $19.1M | Reduce -1.5% |
| AMAT Applied Materials Inc. | 3.76% | 26,073 | $18.9M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 3.15% | 66,146 | $15.8M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 2.80% | 42,859 | $14.0M | Reduce -2.0% |
| DELL Dell Technologies -C | 2.73% | 31,651 | $13.7M | Reduce -2.8% |
| CAT Caterpillar Inc. | 2.24% | 10,522 | $11.2M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 2.20% | 9,201 | $11.0M | Add +3.6% |
| WMT Walmart Inc. | 1.65% | 72,886 | $8.3M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 1.62% | 63,317 | $8.1M | Reduce -2.6% |
| AVGO Broadcom Inc. | 1.59% | 21,047 | $8.0M | Add +4.5% |
| JNJ Johnson & Johnson | 1.56% | 30,772 | $7.8M | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 1.55% | 22,728 | $7.8M | Add +0.6% |
| XOM Exxon Mobil Corp. | 1.46% | 53,545 | $7.3M | Add +0.6% |
| AGG iShares Core U.S. Aggregate | 1.41% | 71,571 | $7.1M | Reduce -0.7% |
| V Visa Inc. Class A | 1.34% | 19,544 | $6.7M | Add +0.0% |
| XLK SS Technology Select Sector | 1.32% | 34,758 | $6.6M | Reduce -2.2% |
| RTX RTX Corp. | 1.30% | 34,243 | $6.5M | Add +0.3% |
| IQLT iShares MSCI International Q | 1.25% | 126,424 | $6.3M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.03% | 9,150 | $5.2M | Add +6.0% |
| CB Chubb Ltd. | 1.03% | 15,117 | $5.2M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 1.02% | 11,972 | $5.1M | Add +0.8% |
| BAC Bank of America Corp. | 1.00% | 88,169 | $5.0M | Add +0.8% |
| PGX Invesco Preferred ETF | 0.99% | 457,054 | $5.0M | Add +3.8% |
| GE General Electric filed as GE AEROSPACE | 0.97% | 13,061 | $4.9M | Reduce -5.0% |
| CVX Chevron Corp. | 0.97% | 29,159 | $4.8M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.95% | 13,402 | $4.7M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 0.94% | 32,143 | $4.7M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.93% | 17,212 | $4.7M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.92% | 18,365 | $4.6M | Reduce -2.5% |
| QCOM Qualcomm Inc. | 0.91% | 24,684 | $4.6M | Reduce -26.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 46,809 | $4.5M | Add +12.1% |
| NEE Nextera Energy Inc. | 0.89% | 50,922 | $4.5M | Reduce -0.6% |
| DUK Duke Energy Corp. | 0.86% | 34,152 | $4.3M | Reduce -1.2% |
| AXP American Express Co. | 0.86% | 12,719 | $4.3M | Add +2.2% |
| AMGN Amgen Inc. | 0.84% | 11,650 | $4.2M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.84% | 26,902 | $4.2M | Add +3.6% |
| GEV GE Vernova Inc. | 0.82% | 3,495 | $4.1M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 26,988 | $4.1M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.81% | 49,840 | $4.1M | Reduce -0.3% |
| LIN Linde PLC | 0.78% | 7,505 | $3.9M | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.78% | 3,844 | $3.9M | Reduce -2.9% |
| UNP Union Pacific Corp. | 0.77% | 14,156 | $3.9M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.75% | 32,065 | $3.8M | Reduce -5.0% |
| LOW Lowe's Cos Inc. | 0.72% | 16,464 | $3.6M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.69% | 12,299 | $3.5M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.69% | 23,993 | $3.4M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 6,848 | $3.4M | Add +0.2% |
| SYK Stryker Corp. | 0.66% | 10,547 | $3.3M | Add +1.6% |
| T AT&T Inc. | 0.64% | 154,592 | $3.2M | Reduce -2.5% |
| DRI Darden Restaurants Inc. | 0.57% | 13,857 | $2.9M | Add +1.3% |
| TMUS T-Mobile US Inc. | 0.53% | 15,925 | $2.7M | Add +7.6% |
| PEP Pepsico Inc. | 0.52% | 19,119 | $2.6M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.51% | 28,195 | $2.6M | Add +2.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.50% | 33,106 | $2.5M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 30,755 | $2.5M | Add +1.7% |
| WM Waste Management Inc. | 0.49% | 11,113 | $2.5M | Add +4.8% |
| VZ Verizon Communications Inc. | 0.49% | 58,409 | $2.5M | Reduce -3.7% |
| HD Home Depot Inc. | 0.46% | 6,518 | $2.3M | Add +0.5% |
| DE Deere & Co. | 0.43% | 3,427 | $2.2M | Reduce -3.4% |
| CI The Cigna Group | 0.42% | 7,714 | $2.1M | Add +1.5% |
| TD Toronto-Dominion Bank | 0.40% | 16,512 | $2.0M | Reduce -5.4% |
| XLF SS Financial Select Sector | 0.39% | 36,055 | $1.9M | Reduce -4.6% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 12,894 | $1.9M | Add +3.0% |
| DWM Wisdomtree International Equ | 0.36% | 24,571 | $1.8M | Reduce -1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 17,149 | $1.7M | Reduce -10.7% |
| TRV The Travelers Cos Inc. | 0.33% | 4,967 | $1.6M | Reduce -3.1% |
| XLC SS Comm Select Sector SPDR | 0.31% | 14,413 | $1.5M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 0.31% | 3,000 | $1.5M | No change |
| NFLX Netflix Inc. | 0.30% | 21,187 | $1.5M | Add +13.2% |
| XLY SS Consumer Disc Select Sect | 0.30% | 12,603 | $1.5M | Reduce -1.1% |
| XLV SS Health Care Select Sector | 0.29% | 9,237 | $1.5M | Reduce -8.2% |
| XLI SS Industrial Select Sector | 0.29% | 7,709 | $1.4M | Reduce -3.9% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 24,547 | $1.4M | Reduce -5.6% |
| UNH Unitedhealth Group Inc. | 0.28% | 3,318 | $1.4M | Reduce -12.8% |
| VNQ Vanguard Real Estate ETF | 0.27% | 13,870 | $1.3M | Reduce -5.9% |
| PFFD Global X US Preferred ETF | 0.26% | 70,279 | $1.3M | Add +1.1% |
| ED Consolidated Edison Inc. | 0.26% | 11,824 | $1.3M | Reduce -2.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.26% | 10,308 | $1.3M | Reduce -0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 10,840 | $1.3M | Add +64.7% |
| NKE Nike Inc. Class B | 0.24% | 29,879 | $1.2M | Reduce -3.2% |
| STZ Constellation Brands Inc. Class A | 0.24% | 8,793 | $1.2M | Reduce -4.3% |
| ETR Entergy Corp. | 0.24% | 10,430 | $1.2M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.24% | 49,223 | $1.2M | Reduce -1.7% |
| SCCO Southern Copper Corp. | 0.22% | 6,218 | $1.1M | Add +0.8% |
| MO Altria Group Inc. | 0.21% | 14,713 | $1.1M | Reduce -3.0% |
| PM Philip Morris International | 0.21% | 5,728 | $1.0M | Reduce -3.2% |
| BLK BlackRock Inc. | 0.20% | 1,037 | $997K | Reduce -0.8% |
| MCHP Microchip Technology Inc. | 0.20% | 10,924 | $996K | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.20% | 1,322 | $990K | Reduce -0.8% |
| SO The Southern Co. | 0.19% | 9,687 | $927K | Reduce -0.3% |
| UPS United Parcel Service Class B | 0.18% | 8,517 | $916K | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.18% | 8,619 | $895K | Add +5.9% |
| HON Honeywell International Inc. | 0.17% | 3,907 | $875K | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.17% | 1,717 | $875K | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.17% | 2,361 | $870K | No change |
| MET Metlife Inc. | 0.17% | 10,183 | $862K | Reduce -1.3% |
| ADP Automatic Data Processing | 0.17% | 3,726 | $834K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -0.6% | 0.97% | −0.39 |
| T AT&T Inc. | Reduce -2.5% | 0.64% | −0.39 |
| WMT Walmart Inc. | Reduce -0.2% | 1.65% | −0.38 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.93% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -3.7% | 0.49% | −0.19 |
| AGG iShares Core U.S. Aggregate | Reduce -0.7% | 1.41% | −0.18 |
| NEE Nextera Energy Inc. | Reduce -0.6% | 0.89% | −0.17 |
| TJX TJX Companies Inc. | Reduce -1.3% | 0.82% | −0.16 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.52% | −0.16 |
| DUK Duke Energy Corp. | Reduce -1.2% | 0.86% | −0.15 |
| JNJ Johnson & Johnson | Reduce -1.1% | 1.56% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -2.6% | 1.62% | −0.12 |
| NKE Nike Inc. Class B | Reduce -3.2% | 0.24% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.94% | −0.11 |
| DIS The Walt Disney Co. | Reduce -10.7% | 0.33% | −0.08 |
| CB Chubb Ltd. | Reduce -1.0% | 1.03% | −0.08 |
| PFE Pfizer Inc. | Reduce -1.7% | 0.24% | −0.08 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.84% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 2.80% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.6% | 0.28% | −0.07 |
| STZ Constellation Brands Inc. Class A | Reduce -4.3% | 0.24% | −0.06 |
| IQLT iShares MSCI International Q | Reduce -0.5% | 1.25% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 0.17% | −0.06 |
| XLC SS Comm Select Sector SPDR | Reduce -1.2% | 0.31% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -26.3% | 0.91% | −0.05 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.05 |
| ED Consolidated Edison Inc. | Reduce -2.8% | 0.26% | −0.05 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.05 |
| GEHC GE Healthcare Technology | Reduce -14.0% | 0.10% | −0.04 |
| NGG National Grid PLC-SP ADR | Reduce -15.0% | 0.12% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.81% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -0.8% | 0.17% | −0.04 |
| INDB Independent Bank Corp. | Reduce -27.1% | 0.10% | −0.04 |
| PPL PPL Corp. | Reduce -25.9% | 0.07% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -8.2% | 0.29% | −0.04 |
| ADBE Adobe Inc. | Reduce -26.9% | 0.04% | −0.04 |
| DWM Wisdomtree International Equ | Reduce -1.8% | 0.36% | −0.03 |
| XLF SS Financial Select Sector | Reduce -4.6% | 0.39% | −0.03 |
| FDX FedEx Corp. | Reduce -10.3% | 0.07% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -22.8% | 0.04% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -4.3% | 0.06% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.8% | 0.20% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -5.9% | 0.27% | −0.03 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.17% | −0.03 |
| SO The Southern Co. | Reduce -0.3% | 0.19% | −0.02 |
| ETR Entergy Corp. | Reduce -0.4% | 0.24% | −0.02 |
| EXC Exelon Corp. | Reduce -0.8% | 0.12% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -5.3% | 0.13% | −0.02 |
| MDT Medtronic PLC | Reduce -4.1% | 0.07% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.09% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +0.6% | 1.55% | +0.74 |
| LLY Eli Lilly & Co. | Add +3.6% | 2.20% | +0.38 |
| AVGO Broadcom Inc. | Add +4.5% | 1.59% | +0.19 |
| NVDA Nvidia Corp. | Add +0.0% | 5.17% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.8% | 3.15% | +0.09 |
| ETN Eaton Corp. PLC | Add +0.8% | 1.02% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.1% | 0.90% | +0.06 |
| BAC Bank of America Corp. | Add +0.8% | 1.00% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.05% | +0.05 |
| EW Edwards Lifesciences Corp. | New | 0.04% | +0.04 |
| ECL Ecolab Inc. | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +64.7% | 0.25% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +3.0% | 0.38% | +0.03 |
| CEG Constellation Energy | Add +48.5% | 0.16% | +0.02 |
| V Visa Inc. Class A | Add +0.0% | 1.34% | +0.02 |
| AXP American Express Co. | Add +2.2% | 0.86% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.7% | 0.49% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +1.1% | 0.09% | +0.01 |
| SEV Aptera Motors Corp. Class B | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +5.9% | 0.18% | +0.00 |
| PRU Prudential Financial Inc. | Add +2.4% | 0.08% | +0.00 |
| EMR Emerson Electric Co. | Add +1.5% | 0.69% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.4% | 0.08% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Add +0.8% | 0.10% | −0.01 |
| XLE SS Energy Select Sector | Add +13.1% | 0.09% | −0.01 |
| ORCL Oracle Corp. | Add +3.0% | 0.14% | −0.01 |
| HD Home Depot Inc. | Add +0.5% | 0.46% | −0.02 |
| SCCO Southern Copper Corp. | Add +0.8% | 0.22% | −0.02 |
| PFFD Global X US Preferred ETF | Add +1.1% | 0.26% | −0.02 |
| CI The Cigna Group | Add +1.5% | 0.42% | −0.03 |
| DRI Darden Restaurants Inc. | Add +1.3% | 0.57% | −0.03 |
| LIN Linde PLC | Add +0.9% | 0.78% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.68% | −0.05 |
| WM Waste Management Inc. | Add +4.8% | 0.49% | −0.05 |
| META Meta Platforms Inc. Class A | Add +6.0% | 1.03% | −0.07 |
| PGX Invesco Preferred ETF | Add +3.8% | 0.99% | −0.08 |
| SYK Stryker Corp. | Add +1.6% | 0.66% | −0.10 |
| NFLX Netflix Inc. | Add +13.2% | 0.30% | −0.10 |
| ABT Abbott Laboratories | Add +2.8% | 0.51% | −0.12 |
| LOW Lowe's Cos Inc. | Add +2.0% | 0.72% | −0.13 |
| TMUS T-Mobile US Inc. | Add +7.6% | 0.53% | −0.16 |
| RTX RTX Corp. | Add +0.3% | 1.30% | −0.17 |
| CRM Salesforce Inc. | Add +3.6% | 0.84% | −0.24 |
| MSFT Microsoft Corp. | Add +1.6% | 4.17% | −0.39 |
| XOM Exxon Mobil Corp. | Add +0.6% | 1.46% | −0.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $500.8M | AAPL, NVDA, MSFT, GOOGL, AMAT |
| Q1 2026 | 173 | $447.4M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2025 | 172 | $448.8M | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q3 2025 | 168 | $441.6M | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2025 | 164 | $417.0M | MSFT, AAPL, NVDA, AMZN, JPM |
| Q1 2025 | 160 | $383.9M | AAPL, MSFT, NVDA, AMZN, JPM |
| Q4 2024 | 159 | $389.4M | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q3 2024 | 160 | $396.9M | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q2 2024 | 156 | $374.8M | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q1 2024 | 157 | $375.3M | MSFT, AAPL, AMZN, JPM, NVDA |