Plimoth Trust Co. LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Plimoth Trust Co. LLC reported 157 stock positions worth $375.3 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Apple (AAPL, 5.2%) and Amazon.com (AMZN, 3.0%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 53 and reduced 94. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Intel (INTC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SWANSEA, MA
- CIK
- 0001623678
- Portfolio Value
- $375.3M (Q1 2024)
- SEC Filing
- 0001623678-24-000002 ↗ filed Apr 18, 2024
Holdings Value
Holdings 157 stocks · $375.3M
| MSFT Microsoft Corp. | 5.91% | 52,692 | $22.2M | Reduce -0.4% |
| AAPL Apple Inc. | 5.24% | 114,713 | $19.7M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.01% | 62,600 | $11.3M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 2.99% | 55,958 | $11.2M | Reduce -3.8% |
| NVDA Nvidia Corp. | 2.81% | 11,667 | $10.5M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 2.79% | 69,477 | $10.5M | Add +6.2% |
| AMAT Applied Materials Inc. | 2.20% | 40,031 | $8.3M | Reduce -3.9% |
| AGG iShares Core U.S. Aggregate | 1.98% | 75,821 | $7.4M | Add +5.8% |
| CRM Salesforce Inc. | 1.78% | 22,143 | $6.7M | Add +2.3% |
| VNQ Vanguard Real Estate ETF | 1.69% | 73,266 | $6.3M | Reduce -0.3% |
| CVX Chevron Corp. | 1.66% | 39,394 | $6.2M | Reduce -8.9% |
| MRK Merck & Co. Inc. | 1.63% | 46,465 | $6.1M | Reduce -2.1% |
| QCOM Qualcomm Inc. | 1.63% | 36,181 | $6.1M | Reduce -12.2% |
| WMT Walmart Inc. | 1.63% | 101,460 | $6.1M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 1.61% | 37,358 | $6.1M | Reduce -3.1% |
| PGX Invesco Preferred ETF | 1.59% | 503,478 | $6.0M | Add +3.8% |
| JNJ Johnson & Johnson | 1.44% | 34,163 | $5.4M | Add +4.6% |
| MCD McDonald's Corp. | 1.41% | 18,776 | $5.3M | Reduce -4.6% |
| V Visa Inc. Class A | 1.38% | 18,605 | $5.2M | Add +7.6% |
| LLY Eli Lilly & Co. | 1.36% | 6,568 | $5.1M | Reduce -6.9% |
| ABBV Abbvie Inc. | 1.28% | 26,305 | $4.8M | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 1.27% | 18,709 | $4.8M | Reduce -1.8% |
| CAT Caterpillar Inc. | 1.25% | 12,812 | $4.7M | Reduce -3.7% |
| XOM Exxon Mobil Corp. | 1.21% | 39,172 | $4.6M | Add +32.9% |
| UNH Unitedhealth Group Inc. | 1.20% | 9,074 | $4.5M | Add +3.6% |
| CB Chubb Ltd. | 1.14% | 16,516 | $4.3M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 1.12% | 13,447 | $4.2M | Reduce -8.7% |
| INTC Intel Corp. | 1.09% | 92,995 | $4.1M | Reduce -1.9% |
| IQLT iShares MSCI International Q | 1.07% | 101,105 | $4.0M | Reduce -0.1% |
| KO The Coca-Cola Co. | 1.05% | 64,498 | $3.9M | Add +1.8% |
| VZ Verizon Communications Inc. | 1.04% | 93,000 | $3.9M | Reduce -7.5% |
| ADBE Adobe Inc. | 1.01% | 7,507 | $3.8M | Add +16.7% |
| LIN Linde PLC | 1.00% | 8,052 | $3.7M | Add +1.0% |
| RTX RTX Corp. | 0.99% | 38,163 | $3.7M | Add +3.7% |
| NEE Nextera Energy Inc. | 0.99% | 58,159 | $3.7M | Add +7.3% |
| XLK SS Technology Select Sector | 0.99% | 17,806 | $3.7M | Reduce -0.6% |
| CVS CVS Health Corp. | 0.99% | 46,463 | $3.7M | Add +2.0% |
| HD Home Depot Inc. | 0.97% | 9,484 | $3.6M | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 92,442 | $3.5M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.91% | 29,955 | $3.4M | Reduce -0.8% |
| SYK Stryker Corp. | 0.90% | 9,443 | $3.4M | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 16,949 | $3.2M | Reduce -1.5% |
| DUK Duke Energy Corp. | 0.82% | 31,727 | $3.1M | Add +2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.76% | 23,412 | $2.9M | Reduce -2.8% |
| UNP Union Pacific Corp. | 0.76% | 11,530 | $2.8M | Add +1.1% |
| DE Deere & Co. | 0.75% | 6,830 | $2.8M | Add +16.4% |
| NKE Nike Inc. Class B | 0.70% | 28,150 | $2.6M | Add +24.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 25,307 | $2.6M | Add +4.7% |
| UPS United Parcel Service Class B | 0.68% | 17,268 | $2.6M | Reduce -0.1% |
| T AT&T Inc. | 0.68% | 145,815 | $2.6M | Add +7.7% |
| EMR Emerson Electric Co. | 0.62% | 20,672 | $2.3M | Add +8.9% |
| GS Goldman Sachs Group Inc. | 0.62% | 5,584 | $2.3M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.61% | 5,050 | $2.3M | Add +3.6% |
| AXP American Express Co. | 0.61% | 10,083 | $2.3M | Reduce -4.5% |
| PEP Pepsico Inc. | 0.60% | 12,830 | $2.2M | Reduce -0.1% |
| CMCSA Comcast Corp. Class A | 0.60% | 51,719 | $2.2M | Reduce -1.2% |
| GE General Electric | 0.59% | 12,617 | $2.2M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.57% | 14,170 | $2.2M | Add +1.0% |
| MDT Medtronic PLC | 0.55% | 23,516 | $2.0M | Reduce -25.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 4,664 | $2.0M | Add +8.4% |
| TGT Target Corp. | 0.52% | 10,953 | $1.9M | Reduce -11.1% |
| CSCO Cisco Systems Inc. | 0.50% | 37,543 | $1.9M | Reduce -8.5% |
| SYY Sysco Corp. | 0.48% | 22,408 | $1.8M | Add +3.0% |
| PFE Pfizer Inc. | 0.48% | 64,723 | $1.8M | Add +2.2% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 31,677 | $1.7M | Reduce -1.4% |
| XLV SS Health Care Select Sector | 0.44% | 11,085 | $1.6M | Reduce -1.7% |
| DRI Darden Restaurants Inc. | 0.43% | 9,582 | $1.6M | Add +59.6% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.43% | 28,290 | $1.6M | Add +0.3% |
| ACN Accenture PLC Class A | 0.42% | 4,592 | $1.6M | Add +10.0% |
| PFFD Global X US Preferred ETF | 0.42% | 77,662 | $1.6M | Reduce -0.5% |
| XLF SS Financial Select Sector | 0.40% | 35,766 | $1.5M | Reduce -3.5% |
| TD Toronto-Dominion Bank | 0.39% | 24,367 | $1.5M | Reduce -4.8% |
| PSA Public Storage | 0.39% | 5,023 | $1.5M | Add +0.3% |
| TMUS T-Mobile US Inc. | 0.39% | 8,910 | $1.5M | Add +93.4% |
| STZ Constellation Brands Inc. Class A | 0.37% | 5,147 | $1.4M | Add +58.5% |
| AMGN Amgen Inc. | 0.37% | 4,878 | $1.4M | Add +23.2% |
| DWM Wisdomtree International Equ | 0.37% | 25,304 | $1.4M | Reduce -1.7% |
| XLY SS Consumer Disc Select Sect | 0.35% | 7,114 | $1.3M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 4,879 | $1.2M | Add +19.3% |
| ED Consolidated Edison Inc. | 0.31% | 12,666 | $1.2M | Reduce -0.1% |
| MCHP Microchip Technology Inc. | 0.30% | 12,735 | $1.1M | Reduce -1.8% |
| XLC SS Comm Select Sector SPDR | 0.30% | 13,844 | $1.1M | Reduce -2.5% |
| XLI SS Industrial Select Sector | 0.30% | 8,793 | $1.1M | Add +0.3% |
| ADP Automatic Data Processing | 0.29% | 4,294 | $1.1M | Reduce -1.6% |
| BLK BlackRock Finance Inc. | 0.26% | 1,168 | $974K | Reduce -1.7% |
| REGN Regeneron Pharmaceuticals | 0.25% | 968 | $932K | Reduce -14.5% |
| HON Honeywell International Inc. | 0.25% | 4,503 | $924K | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 8,221 | $909K | Add +29.9% |
| TFC Truist Financial Corp. | 0.24% | 22,948 | $895K | Reduce -7.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.23% | 10,578 | $848K | Reduce -3.8% |
| MET Metlife Inc. | 0.22% | 11,163 | $827K | Reduce -1.1% |
| INTU Intuit Inc. | 0.21% | 1,240 | $806K | Reduce -0.4% |
| DOW Dow Inc. | 0.21% | 13,800 | $799K | Reduce -3.7% |
| PFXF Vaneck Pref Sec X-Financials | 0.21% | 45,049 | $797K | Reduce -21.3% |
| META Meta Platforms Inc. Class A | 0.21% | 1,606 | $780K | Add +16.0% |
| XLP SS Consumer Staples Sel Sect | 0.21% | 10,119 | $773K | Reduce -2.8% |
| SO The Southern Co. | 0.21% | 10,732 | $770K | Reduce -3.4% |
| NGG National Grid PLC-SP ADR | 0.20% | 10,819 | $738K | Reduce -0.3% |
| PFG Principal Financial Group | 0.20% | 8,478 | $732K | Reduce -4.5% |
| KMB Kimberly-Clark Corp. | 0.19% | 5,635 | $729K | Reduce -10.7% |
Portfolio Sells Q4 2023 → Q1 2024
| INTC Intel Corp. | Reduce -1.9% | 1.09% | −0.28 |
| MCD McDonald's Corp. | Reduce -4.6% | 1.41% | −0.27 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.23 |
| GSLC Goldman Activebeta US LC ETF | Reduce -75.8% | 0.07% | −0.22 |
| MDT Medtronic PLC | Reduce -25.6% | 0.55% | −0.21 |
| CVX Chevron Corp. | Reduce -8.9% | 1.66% | −0.20 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 1.69% | −0.18 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.68% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -8.5% | 0.50% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -12.2% | 1.63% | −0.09 |
| TD Toronto-Dominion Bank | Reduce -4.8% | 0.39% | −0.09 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -21.3% | 0.21% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -1.2% | 0.60% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -15.8% | 0.15% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -28.7% | 0.17% | −0.06 |
| DD Dupont DE Nemours Inc. | Reduce -19.9% | 0.17% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -7.5% | 1.04% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.91% | −0.05 |
| DON Wisdomtree US Midcap Dividen | Reduce -23.7% | 0.13% | −0.04 |
| REGN Regeneron Pharmaceuticals | Reduce -14.5% | 0.25% | −0.04 |
| DES Wisdomtree US Smallcap Divid | Reduce -26.9% | 0.08% | −0.04 |
| HON Honeywell International Inc. | Reduce -2.9% | 0.25% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -1.8% | 0.30% | −0.03 |
| CTSH Cognizant Tech Solutions-A | Reduce -17.3% | 0.09% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.60% | −0.03 |
| AMP Ameriprise Financial Inc. | Reduce -23.1% | 0.14% | −0.03 |
| SBUX Starbucks Corp. | Reduce -2.6% | 0.18% | −0.03 |
| AMT American Tower Corp. | Reduce -4.7% | 0.13% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -0.1% | 1.07% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -10.7% | 0.19% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -0.1% | 0.31% | −0.03 |
| HD Home Depot Inc. | Reduce -4.6% | 0.97% | −0.03 |
| TFC Truist Financial Corp. | Reduce -7.2% | 0.24% | −0.03 |
| PM Philip Morris International | Reduce -2.1% | 0.17% | −0.02 |
| DWM Wisdomtree International Equ | Reduce -1.7% | 0.37% | −0.02 |
| PFFD Global X US Preferred ETF | Reduce -0.5% | 0.42% | −0.02 |
| SO The Southern Co. | Reduce -3.4% | 0.21% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -1.7% | 0.26% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.4% | 0.46% | −0.02 |
| NGG National Grid PLC-SP ADR | Reduce -0.3% | 0.20% | −0.02 |
| COF Capital One Financial Corp. | Reduce -17.5% | 0.10% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 1.61% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.8% | 0.09% | −0.01 |
| DOW Dow Inc. | Reduce -3.7% | 0.21% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -4.0% | 0.09% | −0.01 |
| MMM 3M Co. | Reduce -8.2% | 0.06% | −0.01 |
| STT State Street Corp. | Reduce -10.1% | 0.06% | −0.01 |
| D Dominion Energy Inc. | Reduce -4.1% | 0.15% | −0.01 |
| DHR Danaher Corp. | Reduce -8.7% | 0.12% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +4.8% | 2.81% | +1.22 |
| XOM Exxon Mobil Corp. | Add +32.9% | 1.21% | +0.36 |
| AMZN Amazon.com Inc. | Add +0.2% | 3.01% | +0.27 |
| TMUS T-Mobile US Inc. | Add +93.4% | 0.39% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 2.79% | +0.16 |
| STZ Constellation Brands Inc. Class A | Add +58.5% | 0.37% | +0.15 |
| DRI Darden Restaurants Inc. | Add +59.6% | 0.43% | +0.14 |
| CRM Salesforce Inc. | Add +2.3% | 1.78% | +0.13 |
| GE General Electric | Add +0.7% | 0.59% | +0.13 |
| RTX RTX Corp. | Add +3.7% | 0.99% | +0.10 |
| EMR Emerson Electric Co. | Add +8.9% | 0.62% | +0.09 |
| V Visa Inc. Class A | Add +7.6% | 1.38% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.4% | 0.52% | +0.08 |
| DE Deere & Co. | Add +16.4% | 0.75% | +0.07 |
| META Meta Platforms Inc. Class A | Add +16.0% | 0.21% | +0.07 |
| BAX Baxter International Inc. | New | 0.05% | +0.05 |
| LIN Linde PLC | Add +1.0% | 1.00% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +19.3% | 0.32% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +29.9% | 0.24% | +0.04 |
| AMGN Amgen Inc. | Add +23.2% | 0.37% | +0.04 |
| NEE Nextera Energy Inc. | Add +7.3% | 0.99% | +0.04 |
| TJX TJX Companies Inc. | Add +4.7% | 0.68% | +0.03 |
| T AT&T Inc. | Add +7.7% | 0.68% | +0.03 |
| SYY Sysco Corp. | Add +3.0% | 0.48% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +5.4% | 0.10% | +0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.13% | +0.01 |
| GEHC GE Healthcare Technology | Add +0.7% | 0.10% | +0.01 |
| NUE Nucor Corp. | Add +0.7% | 0.15% | +0.01 |
| XLI SS Industrial Select Sector | Add +0.3% | 0.30% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.2% | 0.15% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.57% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1.6% | 0.13% | +0.00 |
| COP Conocophillips | Add +1.6% | 0.12% | +0.00 |
| ACN Accenture PLC Class A | Add +10.0% | 0.42% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.62% | +0.00 |
| HUM Humana Inc. | Add +39.5% | 0.09% | −0.00 |
| NKE Nike Inc. Class B | Add +24.6% | 0.70% | −0.00 |
| PGX Invesco Preferred ETF | Add +3.8% | 1.59% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.35% | −0.02 |
| APD Air Products & Chemicals Inc. | Add +0.3% | 0.11% | −0.02 |
| LMT Lockheed Martin Corp. | Add +3.6% | 0.61% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +0.3% | 0.43% | −0.03 |
| KO The Coca-Cola Co. | Add +1.8% | 1.05% | −0.03 |
| INDB Independent Bank Corp. | Add +6.0% | 0.12% | −0.04 |
| JNJ Johnson & Johnson | Add +4.6% | 1.44% | −0.04 |
| PFE Pfizer Inc. | Add +2.2% | 0.48% | −0.05 |
| CVS CVS Health Corp. | Add +2.0% | 0.99% | −0.05 |
| DUK Duke Energy Corp. | Add +2.4% | 0.82% | −0.05 |
| PSA Public Storage | Add +0.3% | 0.39% | −0.05 |
| UNP Union Pacific Corp. | Add +1.1% | 0.76% | −0.05 |
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 |