Plimoth Trust Co. LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Plimoth Trust Co. LLC reported 160 stock positions worth $383.9 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Nvidia (NVDA, 3.8%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 60 and reduced 85. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SWANSEA, MA
- CIK
- 0001623678
- Portfolio Value
- $383.9M (Q1 2025)
- SEC Filing
- 0001623678-25-000002 ↗ filed Apr 21, 2025
Holdings Value
Holdings 160 stocks · $383.9M
| AAPL Apple Inc. | 6.21% | 107,351 | $23.8M | Reduce -3.1% |
| MSFT Microsoft Corp. | 5.34% | 54,615 | $20.5M | Add +5.8% |
| NVDA Nvidia Corp. | 3.77% | 133,436 | $14.5M | Add +12.6% |
| AMZN Amazon.com Inc. | 3.12% | 62,900 | $12.0M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.93% | 45,798 | $11.2M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 2.60% | 64,591 | $10.0M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 1.87% | 60,418 | $7.2M | Add +23.3% |
| V Visa Inc. Class A | 1.86% | 20,370 | $7.1M | Reduce -4.0% |
| AGG iShares Core U.S. Aggregate | 1.81% | 70,226 | $6.9M | Reduce -8.3% |
| WMT Walmart Inc. | 1.77% | 77,547 | $6.8M | Reduce -13.5% |
| LLY Eli Lilly & Co. | 1.68% | 7,813 | $6.5M | Add +48.2% |
| JNJ Johnson & Johnson | 1.53% | 35,379 | $5.9M | Add +0.2% |
| PG The Procter & Gamble Co. | 1.48% | 33,342 | $5.7M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 1.48% | 36,879 | $5.7M | Add +1.3% |
| MCD McDonald's Corp. | 1.42% | 17,509 | $5.5M | Add +0.5% |
| CVX Chevron Corp. | 1.42% | 32,629 | $5.5M | Reduce -12.2% |
| IQLT iShares MSCI International Q | 1.38% | 133,116 | $5.3M | Add +22.5% |
| AMAT Applied Materials Inc. | 1.34% | 35,325 | $5.1M | Reduce -0.3% |
| CRM Salesforce Inc. | 1.28% | 18,297 | $4.9M | Reduce -19.6% |
| MRK Merck & Co. Inc. | 1.28% | 54,681 | $4.9M | Add +13.6% |
| PGX Invesco Preferred ETF | 1.25% | 427,010 | $4.8M | Reduce -3.5% |
| RTX RTX Corp. | 1.25% | 36,138 | $4.8M | Add +1.3% |
| VNQ Vanguard Real Estate ETF | 1.23% | 52,309 | $4.7M | Reduce -25.3% |
| CB Chubb Ltd. | 1.22% | 15,532 | $4.7M | Reduce -2.7% |
| T AT&T Inc. | 1.20% | 163,294 | $4.6M | Add +6.7% |
| UNH Unitedhealth Group Inc. | 1.11% | 8,160 | $4.3M | Reduce -17.3% |
| ABBV Abbvie Inc. | 1.11% | 20,273 | $4.2M | Reduce -0.1% |
| XLK SS Technology Select Sector | 1.10% | 20,544 | $4.2M | Add +16.8% |
| DUK Duke Energy Corp. | 1.05% | 33,058 | $4.0M | Add +3.0% |
| NEE Nextera Energy Inc. | 1.04% | 56,308 | $4.0M | Reduce -2.4% |
| LOW Lowe's Cos Inc. | 1.00% | 16,499 | $3.8M | Add +2.9% |
| CAT Caterpillar Inc. | 0.99% | 11,574 | $3.8M | Reduce -7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 89,320 | $3.7M | Add +2.1% |
| KO The Coca-Cola Co. | 0.96% | 51,610 | $3.7M | Reduce -6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.93% | 29,448 | $3.6M | Add +21.8% |
| ABT Abbott Laboratories | 0.91% | 26,197 | $3.5M | Reduce -13.0% |
| AMGN Amgen Inc. | 0.87% | 10,776 | $3.4M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.84% | 5,568 | $3.2M | Add +254.7% |
| LIN Linde PLC | 0.82% | 6,786 | $3.2M | Reduce -12.6% |
| ADBE Adobe Inc. | 0.82% | 8,218 | $3.2M | Add +3.1% |
| ETN Eaton Corp. PLC | 0.82% | 11,583 | $3.1M | Add +0.7% |
| SYK Stryker Corp. | 0.81% | 8,314 | $3.1M | Reduce -20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 5,788 | $3.1M | Add +17.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 12,370 | $3.1M | Reduce -24.9% |
| UNP Union Pacific Corp. | 0.77% | 12,489 | $3.0M | Add +3.8% |
| VZ Verizon Communications Inc. | 0.76% | 64,256 | $2.9M | Reduce -19.0% |
| DE Deere & Co. | 0.76% | 6,182 | $2.9M | Reduce -11.6% |
| AVGO Broadcom Inc. | 0.75% | 17,096 | $2.9M | New |
| GE General Electric filed as GE AEROSPACE | 0.72% | 13,826 | $2.8M | Add +5.9% |
| PEP Pepsico Inc. | 0.72% | 18,411 | $2.8M | Add +6.6% |
| HD Home Depot Inc. | 0.72% | 7,500 | $2.7M | Reduce -13.2% |
| AXP American Express Co. | 0.69% | 9,824 | $2.6M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 26,376 | $2.6M | Add +11.6% |
| EMR Emerson Electric Co. | 0.66% | 22,984 | $2.5M | Add +1.9% |
| TMUS T-Mobile US Inc. | 0.63% | 9,060 | $2.4M | Reduce -9.0% |
| LMT Lockheed Martin Corp. | 0.62% | 5,309 | $2.4M | Add +8.9% |
| DRI Darden Restaurants Inc. | 0.61% | 11,212 | $2.3M | Reduce -8.0% |
| GS Goldman Sachs Group Inc. | 0.59% | 4,146 | $2.3M | Add +4.7% |
| GOOG Alphabet Inc. Class C | 0.58% | 14,262 | $2.2M | Add +1.0% |
| XLF SS Financial Select Sector | 0.55% | 42,624 | $2.1M | Add +32.2% |
| CSCO Cisco Systems Inc. | 0.55% | 34,363 | $2.1M | Reduce -2.7% |
| NKE Nike Inc. Class B | 0.53% | 32,115 | $2.0M | Add +7.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 7,487 | $1.9M | Add +33.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.48% | 31,681 | $1.8M | Add +5.5% |
| ACN Accenture PLC Class A | 0.48% | 5,912 | $1.8M | Add +6.2% |
| PANW Palo Alto Networks Inc. | 0.47% | 10,665 | $1.8M | Add +54.9% |
| XLV SS Health Care Select Sector | 0.45% | 11,753 | $1.7M | Add +21.1% |
| STZ Constellation Brands Inc. Class A | 0.44% | 9,296 | $1.7M | Add +35.5% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 27,539 | $1.7M | Reduce -7.5% |
| SYY Sysco Corp. | 0.39% | 19,714 | $1.5M | Reduce -14.2% |
| CI The Cigna Group | 0.38% | 4,476 | $1.5M | New |
| UPS United Parcel Service Class B | 0.37% | 12,977 | $1.4M | Reduce -18.1% |
| XLY SS Consumer Disc Select Sect | 0.37% | 7,216 | $1.4M | Add +18.2% |
| DWM Wisdomtree International Equ | 0.37% | 24,362 | $1.4M | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.36% | 14,320 | $1.4M | Add +20.0% |
| PFE Pfizer Inc. | 0.35% | 52,275 | $1.3M | Reduce -7.9% |
| ED Consolidated Edison Inc. | 0.34% | 11,911 | $1.3M | Reduce -1.2% |
| TRV The Travelers Cos Inc. | 0.34% | 4,972 | $1.3M | Add +9.9% |
| CMCSA Comcast Corp. Class A | 0.34% | 35,322 | $1.3M | Reduce -31.2% |
| ADP Automatic Data Processing | 0.32% | 4,003 | $1.2M | Reduce -1.4% |
| XLI SS Industrial Select Sector | 0.32% | 9,286 | $1.2M | Add +19.1% |
| TD Toronto-Dominion Bank | 0.32% | 20,257 | $1.2M | Reduce -5.0% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 11,583 | $1.2M | Add +22.4% |
| PFFD Global X US Preferred ETF | 0.31% | 62,775 | $1.2M | Reduce -9.2% |
| GEV GE Vernova Inc. | 0.28% | 3,515 | $1.1M | Add +7.2% |
| BLK BlackRock Inc. | 0.26% | 1,056 | $999K | Reduce -0.3% |
| PM Philip Morris International | 0.25% | 6,015 | $955K | Reduce -5.4% |
| SO The Southern Co. | 0.24% | 10,012 | $921K | Reduce -2.3% |
| HON Honeywell International Inc. | 0.24% | 4,325 | $916K | Reduce -1.4% |
| MO Altria Group Inc. | 0.24% | 15,140 | $909K | Reduce -3.0% |
| ETR Entergy Corp. | 0.24% | 10,625 | $908K | Reduce -4.2% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 10,998 | $898K | Add +8.8% |
| TGT Target Corp. | 0.23% | 8,587 | $896K | Reduce -11.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.23% | 10,328 | $889K | No change |
| MET Metlife Inc. | 0.23% | 11,048 | $887K | Reduce -1.6% |
| PSA Public Storage | 0.23% | 2,925 | $875K | Reduce -40.2% |
| MDT Medtronic PLC | 0.23% | 9,714 | $873K | Add +12.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 1 | $798K | No change |
| TFC Truist Financial Corp. | 0.21% | 19,377 | $797K | Reduce -5.6% |
| GILD Gilead Sciences Inc. | 0.20% | 6,995 | $784K | Reduce -2.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -3.1% | 6.21% | −0.92 |
| CRM Salesforce Inc. | Reduce -19.6% | 1.28% | −0.67 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 2.60% | −0.66 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.12% | −0.43 |
| VNQ Vanguard Real Estate ETF | Reduce -25.3% | 1.23% | −0.37 |
| INTC Intel Corp. | Reduce -72.9% | 0.16% | −0.35 |
| WMT Walmart Inc. | Reduce -13.5% | 1.77% | −0.31 |
| CVS CVS Health Corp. | Reduce -83.1% | 0.09% | −0.26 |
| CAT Caterpillar Inc. | Reduce -7.5% | 0.99% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -17.3% | 1.11% | −0.17 |
| SYK Stryker Corp. | Reduce -20.5% | 0.81% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -31.2% | 0.34% | −0.16 |
| PSA Public Storage | Reduce -40.2% | 0.23% | −0.15 |
| HD Home Depot Inc. | Reduce -13.2% | 0.72% | −0.15 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 1.34% | −0.15 |
| UPS United Parcel Service Class B | Reduce -18.1% | 0.37% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -24.9% | 0.80% | −0.13 |
| TGT Target Corp. | Reduce -11.9% | 0.23% | −0.11 |
| AGG iShares Core U.S. Aggregate | Reduce -8.3% | 1.81% | −0.10 |
| SYY Sysco Corp. | Reduce -14.2% | 0.39% | −0.07 |
| PGX Invesco Preferred ETF | Reduce -3.5% | 1.25% | −0.06 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -19.0% | 0.76% | −0.06 |
| HPQ HP Inc. | Sold out | 0.00% | −0.06 |
| BBT Beacon Financial Corp. | Sold out | 0.00% | −0.05 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.05 |
| HUM Humana Inc. | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Reduce -7.9% | 0.35% | −0.04 |
| PFFD Global X US Preferred ETF | Reduce -9.2% | 0.31% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -29.2% | 0.08% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -6.5% | 0.14% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -22.7% | 0.12% | −0.03 |
| CMI Cummins Inc. | Reduce -13.6% | 0.10% | −0.03 |
| DHR Danaher Corp. | Reduce -12.3% | 0.09% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -2.4% | 1.04% | −0.02 |
| TFC Truist Financial Corp. | Reduce -5.6% | 0.21% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -1.2% | 0.09% | −0.02 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -10.4% | 0.15% | −0.02 |
| DOW Dow Inc. | Reduce -3.3% | 0.12% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -3.6% | 0.13% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -8.0% | 0.11% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.26% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.4% | 0.24% | −0.02 |
| FDX FedEx Corp. | Reduce -2.0% | 0.09% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -1.1% | 0.09% | −0.01 |
| LIN Linde PLC | Reduce -12.6% | 0.82% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -16.7% | 0.05% | −0.01 |
| XLE SS Energy Select Sector | Reduce -15.6% | 0.11% | −0.01 |
| STT State Street Corp. | Reduce -0.8% | 0.09% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -1.6% | 0.12% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | New | 0.75% | +0.75 |
| LLY Eli Lilly & Co. | Add +48.2% | 1.68% | +0.64 |
| META Meta Platforms Inc. Class A | Add +254.7% | 0.84% | +0.60 |
| XOM Exxon Mobil Corp. | Add +23.3% | 1.87% | +0.52 |
| CI The Cigna Group | New | 0.38% | +0.38 |
| IQLT iShares MSCI International Q | Add +22.5% | 1.38% | +0.34 |
| T AT&T Inc. | Add +6.7% | 1.20% | +0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.9% | 0.80% | +0.23 |
| JNJ Johnson & Johnson | Add +0.2% | 1.53% | +0.22 |
| RTX RTX Corp. | Add +1.3% | 1.25% | +0.19 |
| TJX TJX Companies Inc. | Add +21.8% | 0.93% | +0.18 |
| DUK Duke Energy Corp. | Add +3.0% | 1.05% | +0.16 |
| GE General Electric | Add +5.9% | 0.72% | +0.16 |
| XLF SS Financial Select Sector | Add +32.2% | 0.55% | +0.15 |
| PANW Palo Alto Networks Inc. | Add +54.9% | 0.47% | +0.15 |
| MCD McDonald's Corp. | Add +0.5% | 1.42% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +33.7% | 0.50% | +0.12 |
| XLV SS Health Care Select Sector | Add +21.1% | 0.45% | +0.10 |
| UNP Union Pacific Corp. | Add +3.8% | 0.77% | +0.06 |
| XLC SS Comm Select Sector SPDR | Add +20.0% | 0.36% | +0.06 |
| TRV The Travelers Cos Inc. | Add +9.9% | 0.34% | +0.06 |
| IEF iShares 7-10 Year Treasury B | New | 0.06% | +0.06 |
| XLB SS Materials Select Sector | New | 0.06% | +0.06 |
| STZ Constellation Brands Inc. Class A | Add +35.5% | 0.44% | +0.06 |
| XLK SS Technology Select Sector | Add +16.8% | 1.10% | +0.05 |
| XLI SS Industrial Select Sector | Add +19.1% | 0.32% | +0.05 |
| DCI Donaldson Co. Inc. | New | 0.05% | +0.05 |
| MDT Medtronic PLC | Add +12.8% | 0.23% | +0.05 |
| MRK Merck & Co. Inc. | Add +13.6% | 1.28% | +0.05 |
| PEP Pepsico Inc. | Add +6.6% | 0.72% | +0.04 |
| DWM Wisdomtree International Equ | Add +0.3% | 0.37% | +0.04 |
| BSX Boston Scientific Corp. | Add +41.1% | 0.10% | +0.04 |
| QCOM Qualcomm Inc. | Add +1.3% | 1.48% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +22.4% | 0.32% | +0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +5.5% | 0.48% | +0.03 |
| MMM 3M Co. | Add +28.6% | 0.10% | +0.03 |
| AMT American Tower Corp. | Add +13.6% | 0.11% | +0.03 |
| XLP SS Consumer Staples Sel Sect | Add +8.8% | 0.23% | +0.03 |
| COP Conocophillips | Add +20.1% | 0.11% | +0.03 |
| PSX Phillips 66 | Add +17.8% | 0.10% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +24.1% | 0.09% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +18.2% | 0.37% | +0.02 |
| NUE Nucor Corp. | Add +19.7% | 0.09% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +10.1% | 0.10% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +23.6% | 0.09% | +0.01 |
| LMT Lockheed Martin Corp. | Add +8.9% | 0.62% | +0.01 |
| GEHC GE Healthcare Technology | Add +0.9% | 0.16% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +4.7% | 0.59% | +0.01 |
| GEV GE Vernova Inc. | Add +7.2% | 0.28% | +0.00 |
| DIS The Walt Disney Co. | Add +11.6% | 0.68% | +0.00 |
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 |