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

0$200.0M$400.0M$600.0M Q1 2024: $375.3M $375.3M Q1 2024 Q2 2024: $374.8M Q2 2024 Q3 2024: $396.9M Q3 2024 Q4 2024: $389.4M Q4 2024 Q1 2025: $383.9M Q1 2025 Q2 2025: $417.0M Q2 2025 Q3 2025: $441.6M Q3 2025 Q4 2025: $448.8M Q4 2025 Q1 2026: $447.4M Q1 2026 Q2 2026: $500.8M Q2 2026

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%
MO Altria Group Inc. 0.19% 16,170 $705K Reduce -3.9%
SBUX Starbucks Corp. 0.18% 7,560 $691K Reduce -2.6%
SCCO Southern Copper Corp. 0.18% 6,200 $660K Reduce -1.9%
ETR Entergy Corp. 0.17% 6,170 $652K Reduce -2.0%
DD Dupont DE Nemours Inc. 0.17% 8,494 $651K Reduce -19.9%
PM Philip Morris International 0.17% 7,055 $646K Reduce -2.1%
COST Costco Wholesale Corp. 0.17% 871 $638K Reduce -28.7%
BRK.A Berkshire Hathaway Inc. Class A 0.17% 1 $634K No change
IVV iShares Core S&P 500 ETF 0.15% 1,105 $581K Add +2.2%
GILD Gilead Sciences Inc. 0.15% 7,785 $570K Reduce -15.8%
TRV The Travelers Cos Inc. 0.15% 2,456 $565K Reduce -1.6%
D Dominion Energy Inc. 0.15% 11,480 $565K Reduce -4.1%
NUE Nucor Corp. 0.15% 2,790 $552K Add +0.7%
AMP Ameriprise Financial Inc. 0.14% 1,215 $533K Reduce -23.1%
EXC Exelon Corp. 0.14% 14,125 $531K Reduce -3.8%
PRU Prudential Financial Inc. 0.14% 4,350 $511K Reduce -5.2%
XLE SS Energy Select Sector 0.14% 5,393 $509K Reduce -0.2%
ORCL Oracle Corp. 0.13% 4,032 $506K Add +0.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.13% 4,056 $495K Reduce -4.5%
DON Wisdomtree US Midcap Dividen 0.13% 9,948 $485K Reduce -23.7%
AMT American Tower Corp. 0.13% 2,424 $479K Reduce -4.7%
TMO Thermo Fisher Scientific Inc. 0.13% 822 $478K Add +1.6%
INDB Independent Bank Corp. 0.12% 8,900 $463K Add +6.0%
COP Conocophillips 0.12% 3,497 $445K Add +1.6%
DHR Danaher Corp. 0.12% 1,778 $444K Reduce -8.7%
CMI Cummins Inc. 0.11% 1,451 $428K Reduce -1.0%
FDX FedEx Corp. 0.11% 1,464 $424K Reduce -4.6%
ADI Analog Devices Inc. 0.11% 2,138 $423K No change
PSX Phillips 66 0.11% 2,526 $413K No change
WSM Williams-Sonoma Inc. 0.11% 1,285 $408K No change
APD Air Products & Chemicals Inc. 0.11% 1,642 $398K Add +0.3%
GEHC GE Healthcare Technology 0.10% 4,260 $387K Add +0.7%
COF Capital One Financial Corp. 0.10% 2,474 $368K Reduce -17.5%
EW Edwards Lifesciences Corp. 0.10% 3,834 $366K Add +5.4%
PPL PPL Corp. 0.10% 13,090 $360K Reduce -1.6%
HUM Humana Inc. 0.09% 1,018 $353K Add +39.5%
XLRE SS Real Estate Select Sector 0.09% 8,787 $347K Reduce -4.0%
CTSH Cognizant Tech Solutions-A 0.09% 4,606 $338K Reduce -17.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.09% 4,868 $320K Reduce -10.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.08% 6,197 $318K Reduce -0.8%
DES Wisdomtree US Smallcap Divid 0.08% 9,446 $309K Reduce -26.9%
IP International Paper Co. 0.08% 7,652 $299K Reduce -0.5%
VTWO Vanguard Russell 2000 ETF 0.08% 3,503 $298K Reduce -1.5%
GSK GSK PLC-Spon ADR 0.08% 6,920 $297K No change
CHKP Check Point Software Tech 0.07% 1,701 $279K Reduce -3.1%
CI The Cigna Group 0.07% 742 $269K No change
GSLC Goldman Activebeta US LC ETF 0.07% 2,560 $266K Reduce -75.8%
SCI Service Corp. International 0.07% 3,360 $249K Reduce -5.6%
AFL Aflac Inc. 0.06% 2,835 $243K No change
CPB The Campbell's Company filed as CAMPBELL SOUP CO 0.06% 5,415 $241K No change
XLB SS Materials Select Sector 0.06% 2,575 $239K Reduce -7.8%
HPQ HP Inc. 0.06% 7,790 $235K Reduce -1.3%
STT State Street Corp. 0.06% 2,995 $232K Reduce -10.1%
MMM 3M Co. 0.06% 2,140 $227K Reduce -8.2%
USB US Bancorp 0.05% 4,526 $202K Reduce -7.7%
BAX Baxter International Inc. 0.05% 4,712 $201K New
CRCS Corecare Systems Inc. 0.00% 10,000 $0 No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 175$500.8MAAPL, NVDA, MSFT, GOOGL, AMAT
Q1 2026 173$447.4MAAPL, NVDA, MSFT, GOOGL, AMZN
Q4 2025 172$448.8MAAPL, MSFT, NVDA, GOOGL, AMZN
Q3 2025 168$441.6MMSFT, AAPL, NVDA, GOOGL, AMZN
Q2 2025 164$417.0MMSFT, AAPL, NVDA, AMZN, JPM
Q1 2025 160$383.9MAAPL, MSFT, NVDA, AMZN, JPM
Q4 2024 159$389.4MAAPL, MSFT, NVDA, AMZN, GOOGL
Q3 2024 160$396.9MAAPL, MSFT, NVDA, AMZN, GOOGL
Q2 2024 156$374.8MAAPL, MSFT, NVDA, GOOGL, AMZN
Q1 2024 157$375.3MMSFT, AAPL, AMZN, JPM, NVDA