Plimoth Trust Co. LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Plimoth Trust Co. LLC reported 173 stock positions worth $447.4 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Nvidia (NVDA, 5.0%) and Microsoft (MSFT, 4.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 67 and reduced 75. The biggest buy was Exxon Mobil (XOM, shares +3%) and the biggest sale Qualcomm (QCOM, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- SWANSEA, MA
- CIK
- 0001623678
- Portfolio Value
- $447.4M (Q1 2026)
- SEC Filing
- 0001623678-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 173 stocks · $447.4M
| AAPL Apple Inc. | 6.11% | 107,787 | $27.4M | Add +1.6% |
| NVDA Nvidia Corp. | 5.05% | 129,499 | $22.6M | Add +3.1% |
| MSFT Microsoft Corp. | 4.56% | 55,073 | $20.4M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 3.49% | 54,357 | $15.6M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.06% | 65,637 | $13.7M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 2.88% | 43,754 | $12.9M | Add +1.8% |
| AMAT Applied Materials Inc. | 2.10% | 27,537 | $9.4M | Reduce -6.9% |
| WMT Walmart Inc. | 2.03% | 73,044 | $9.1M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 2.02% | 53,228 | $9.0M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.83% | 8,879 | $8.2M | Add +5.0% |
| MRK Merck & Co. Inc. | 1.75% | 65,039 | $7.8M | Reduce -2.1% |
| JNJ Johnson & Johnson | 1.70% | 31,130 | $7.6M | Reduce -2.2% |
| CAT Caterpillar Inc. | 1.69% | 10,694 | $7.6M | Reduce -3.1% |
| AGG iShares Core U.S. Aggregate | 1.60% | 72,047 | $7.2M | Add +0.4% |
| RTX RTX Corp. | 1.47% | 34,141 | $6.6M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.39% | 20,142 | $6.2M | Add +10.7% |
| CVX Chevron Corp. | 1.36% | 29,326 | $6.1M | Reduce -0.8% |
| V Visa Inc. Class A | 1.32% | 19,541 | $5.9M | Reduce -4.6% |
| IQLT iShares MSCI International Q | 1.31% | 127,014 | $5.9M | Add +1.5% |
| MCD McDonald's Corp. | 1.20% | 17,314 | $5.4M | Reduce -2.7% |
| DELL Dell Technologies -C | 1.20% | 32,575 | $5.3M | Add +24.6% |
| CB Chubb Ltd. | 1.11% | 15,267 | $5.0M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 1.10% | 8,631 | $4.9M | Add +9.4% |
| CRM Salesforce Inc. | 1.08% | 25,956 | $4.8M | Add +11.6% |
| PGX Invesco Preferred ETF | 1.07% | 440,393 | $4.8M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.06% | 51,220 | $4.8M | Reduce -6.5% |
| XLK SS Technology Select Sector | 1.06% | 35,540 | $4.7M | Reduce -6.4% |
| PG The Procter & Gamble Co. | 1.05% | 32,574 | $4.7M | Add +0.0% |
| T AT&T Inc. | 1.03% | 158,640 | $4.6M | Reduce -1.9% |
| DUK Duke Energy Corp. | 1.01% | 34,567 | $4.5M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.98% | 27,334 | $4.4M | Reduce -2.8% |
| QCOM Qualcomm Inc. | 0.96% | 33,488 | $4.3M | Reduce -17.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 87,489 | $4.3M | Add +4.9% |
| ETN Eaton Corp. PLC | 0.95% | 11,875 | $4.2M | Add +3.8% |
| AMGN Amgen Inc. | 0.92% | 11,680 | $4.1M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.92% | 18,845 | $4.1M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.88% | 13,722 | $3.9M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.87% | 13,756 | $3.9M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.85% | 16,144 | $3.8M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.85% | 50,000 | $3.8M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 41,743 | $3.8M | Add +23.5% |
| AXP American Express Co. | 0.84% | 12,442 | $3.8M | Add +6.3% |
| LIN Linde PLC | 0.82% | 7,441 | $3.7M | Add +2.7% |
| PANW Palo Alto Networks Inc. | 0.81% | 22,599 | $3.6M | Add +16.5% |
| UNP Union Pacific Corp. | 0.77% | 14,242 | $3.5M | Add +0.4% |
| SYK Stryker Corp. | 0.76% | 10,376 | $3.4M | Add +12.4% |
| GS Goldman Sachs Group Inc. | 0.75% | 3,960 | $3.4M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 6,834 | $3.3M | Reduce -2.7% |
| TMUS T-Mobile US Inc. | 0.69% | 14,805 | $3.1M | Add +7.0% |
| EMR Emerson Electric Co. | 0.69% | 23,632 | $3.1M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 12,625 | $3.1M | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.68% | 3,495 | $3.1M | No change |
| VZ Verizon Communications Inc. | 0.68% | 60,676 | $3.0M | Add +5.3% |
| PEP Pepsico Inc. | 0.67% | 19,388 | $3.0M | Reduce -2.1% |
| ABT Abbott Laboratories | 0.63% | 27,427 | $2.8M | Add +6.3% |
| DRI Darden Restaurants Inc. | 0.60% | 13,686 | $2.7M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.58% | 33,734 | $2.6M | Reduce -0.6% |
| WM Waste Management Inc. | 0.54% | 10,605 | $2.4M | Add +9.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.49% | 33,583 | $2.2M | Add +7.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 7,558 | $2.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.48% | 6,486 | $2.1M | Reduce -0.6% |
| CI The Cigna Group | 0.45% | 7,600 | $2.0M | Add +7.4% |
| DE Deere & Co. | 0.45% | 3,548 | $2.0M | Reduce -17.9% |
| XLF SS Financial Select Sector | 0.42% | 37,779 | $1.9M | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 19,212 | $1.9M | Reduce -16.9% |
| NFLX Netflix Inc. | 0.40% | 18,714 | $1.8M | Add +53.7% |
| DWM Wisdomtree International Equ | 0.39% | 25,026 | $1.7M | Add +5.3% |
| NKE Nike Inc. Class B | 0.36% | 30,865 | $1.6M | Reduce -3.6% |
| TD Toronto-Dominion Bank | 0.36% | 17,462 | $1.6M | Reduce -4.0% |
| XLC SS Comm Select Sector SPDR | 0.36% | 14,589 | $1.6M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 26,002 | $1.6M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 12,525 | $1.6M | No change |
| MA Mastercard Inc. Class A | 0.34% | 3,000 | $1.5M | New |
| TRV The Travelers Cos Inc. | 0.33% | 5,125 | $1.5M | Add +3.9% |
| XLV SS Health Care Select Sector | 0.33% | 10,059 | $1.5M | Reduce -11.5% |
| PFE Pfizer Inc. | 0.31% | 50,078 | $1.4M | Add +0.7% |
| XLY SS Consumer Disc Select Sect | 0.31% | 12,744 | $1.4M | Reduce -3.5% |
| STZ Constellation Brands Inc. Class A | 0.31% | 9,185 | $1.4M | Reduce -19.8% |
| ED Consolidated Edison Inc. | 0.31% | 12,164 | $1.4M | Add +2.3% |
| VNQ Vanguard Real Estate ETF | 0.29% | 14,742 | $1.3M | Reduce -7.0% |
| XLI SS Industrial Select Sector | 0.29% | 8,022 | $1.3M | Reduce -3.7% |
| PFFD Global X US Preferred ETF | 0.29% | 69,538 | $1.3M | Add +1.8% |
| ETR Entergy Corp. | 0.26% | 10,475 | $1.2M | Reduce -0.8% |
| SCCO Southern Copper Corp. | 0.24% | 6,170 | $1.1M | Add +0.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.24% | 10,328 | $1.1M | No change |
| LMT Lockheed Martin Corp. | 0.24% | 1,745 | $1.1M | Add +9.5% |
| UNH Unitedhealth Group Inc. | 0.23% | 3,807 | $1.0M | Reduce -11.2% |
| GLD SPDR Gold Shares | 0.23% | 2,361 | $1.0M | No change |
| BLK BlackRock Inc. | 0.22% | 1,045 | $1.0M | Reduce -0.2% |
| MO Altria Group Inc. | 0.22% | 15,173 | $1.0M | Add +3.7% |
| PM Philip Morris International | 0.22% | 5,918 | $978K | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 6,582 | $963K | Add +77.5% |
| SO The Southern Co. | 0.21% | 9,712 | $937K | Add +4.1% |
| GILD Gilead Sciences Inc. | 0.21% | 6,625 | $923K | No change |
| HON Honeywell International Inc. | 0.20% | 3,952 | $893K | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,333 | $871K | Add +8.8% |
| UPS United Parcel Service Class B | 0.19% | 8,642 | $850K | Reduce -7.3% |
| EFA iShares MSCI Eafe ETF | 0.18% | 8,139 | $791K | Add +102.7% |
| TFC Truist Financial Corp. | 0.18% | 17,060 | $784K | Reduce -5.6% |
| ADP Automatic Data Processing | 0.17% | 3,726 | $757K | Add +7.7% |
Portfolio Sells Q4 2025 → Q1 2026
| QCOM Qualcomm Inc. | Reduce -17.1% | 0.96% | −0.57 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 3.49% | −0.36 |
| V Visa Inc. Class A | Reduce -4.6% | 1.32% | −0.28 |
| ADBE Adobe Inc. | Reduce -56.8% | 0.08% | −0.18 |
| DIS The Walt Disney Co. | Reduce -16.9% | 0.41% | −0.17 |
| XLK SS Technology Select Sector | Reduce -6.4% | 1.06% | −0.16 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.68% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.88% | −0.10 |
| NKE Nike Inc. Class B | Reduce -3.6% | 0.36% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -11.2% | 0.23% | −0.09 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.08 |
| GE General Electric | Reduce -0.1% | 0.87% | −0.07 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.92% | −0.07 |
| XLF SS Financial Select Sector | Reduce -3.9% | 0.42% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -11.5% | 0.33% | −0.06 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.73% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.05 |
| IP International Paper Co. | Sold out | 0.00% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.05 |
| STZ Constellation Brands Inc. Class A | Reduce -19.8% | 0.31% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -3.5% | 0.31% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 0.75% | −0.04 |
| DHR Danaher Corp. | Reduce -17.7% | 0.08% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -24.3% | 0.07% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -3.4% | 0.05% | −0.03 |
| COF Capital One Financial Corp. | Reduce -5.8% | 0.06% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.2% | 0.22% | −0.03 |
| HD Home Depot Inc. | Reduce -0.6% | 0.48% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 0.85% | −0.02 |
| TFC Truist Financial Corp. | Reduce -5.6% | 0.18% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -7.0% | 0.29% | −0.02 |
| TD Toronto-Dominion Bank | Reduce -4.0% | 0.36% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -17.4% | 0.07% | −0.02 |
| INTC Intel Corp. | Reduce -35.2% | 0.06% | −0.02 |
| MDT Medtronic PLC | Reduce -7.7% | 0.09% | −0.02 |
| UPS United Parcel Service Class B | Reduce -7.3% | 0.19% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -15.1% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Reduce -17.5% | 0.10% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -9.3% | 0.11% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -8.7% | 0.07% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -0.6% | 0.08% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.7% | 1.20% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -8.0% | 0.10% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Reduce -7.4% | 0.08% | −0.01 |
| AMT American Tower Corp. | Reduce -4.9% | 0.07% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.49% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -7.4% | 0.16% | −0.00 |
| USB US Bancorp | Reduce -2.8% | 0.06% | −0.00 |
| STT State Street Corp. | Reduce -1.4% | 0.10% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +2.8% | 2.02% | +0.63 |
| DELL Dell Technologies -C | Add +24.6% | 1.20% | +0.46 |
| MA Mastercard Inc. Class A | New | 0.34% | +0.34 |
| IEFA iShares Core MSCI Eafe ETF | Add +23.5% | 0.84% | +0.17 |
| VZ Verizon Communications Inc. | Add +5.3% | 0.68% | +0.16 |
| NFLX Netflix Inc. | Add +53.7% | 0.40% | +0.15 |
| ETN Eaton Corp. PLC | Add +3.8% | 0.95% | +0.14 |
| LIN Linde PLC | Add +2.7% | 0.82% | +0.14 |
| CEG Constellation Energy | New | 0.13% | +0.13 |
| DUK Duke Energy Corp. | Add +1.0% | 1.01% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +102.7% | 0.18% | +0.09 |
| GLW Corning Inc. | New | 0.08% | +0.08 |
| TMUS T-Mobile US Inc. | Add +7.0% | 0.69% | +0.07 |
| WM Waste Management Inc. | Add +9.2% | 0.54% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +77.5% | 0.22% | +0.07 |
| LMT Lockheed Martin Corp. | Add +9.5% | 0.24% | +0.06 |
| ES Eversource Energy | New | 0.05% | +0.05 |
| DVY iShares Select Dividend ETF | New | 0.05% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +2.6% | 0.35% | +0.05 |
| CTVA Corteva Inc. | New | 0.05% | +0.05 |
| VRT Vertiv Holdings Co. Class A | New | 0.05% | +0.05 |
| IQLT iShares MSCI International Q | Add +1.5% | 1.31% | +0.04 |
| ED Consolidated Edison Inc. | Add +2.3% | 0.31% | +0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +7.8% | 0.49% | +0.04 |
| UNP Union Pacific Corp. | Add +0.4% | 0.77% | +0.04 |
| SCCO Southern Copper Corp. | Add +0.2% | 0.24% | +0.04 |
| SYK Stryker Corp. | Add +12.4% | 0.76% | +0.04 |
| PFE Pfizer Inc. | Add +0.7% | 0.31% | +0.04 |
| XLE SS Energy Select Sector | Add +16.1% | 0.10% | +0.04 |
| MO Altria Group Inc. | Add +3.7% | 0.22% | +0.04 |
| SO The Southern Co. | Add +4.1% | 0.21% | +0.03 |
| DWM Wisdomtree International Equ | Add +5.3% | 0.39% | +0.03 |
| EXC Exelon Corp. | Add +2.6% | 0.15% | +0.02 |
| AEP American Electric Power | Add +25.4% | 0.07% | +0.02 |
| CI The Cigna Group | Add +7.4% | 0.45% | +0.02 |
| MCHP Microchip Technology Inc. | Add +10.4% | 0.16% | +0.02 |
| TRV The Travelers Cos Inc. | Add +3.9% | 0.33% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +16.5% | 0.81% | +0.01 |
| D Dominion Energy Inc. | Add +3.2% | 0.15% | +0.01 |
| PPL PPL Corp. | Add +3.8% | 0.10% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.0% | 1.05% | +0.01 |
| PM Philip Morris International | Add +1.8% | 0.22% | +0.01 |
| DD Dupont DE Nemours Inc. | Add +0.9% | 0.07% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +8.8% | 0.19% | +0.01 |
| EMR Emerson Electric Co. | Add +2.0% | 0.69% | +0.01 |
| XLB SS Materials Select Sector | Add +1.2% | 0.06% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +6.4% | 0.06% | +0.00 |
| C Citigroup Inc. | Add +6.6% | 0.06% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.4% | 1.60% | +0.00 |
| SYY Sysco Corp. | Add +4.2% | 0.06% | +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 |