GRIMES & Co WEALTH MANAGEMENT, LLC
Top Portfolio Positions
291 positions ·
$1,470,256,328 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
424,450 | $107,721,164 | 7.33% | |
| MSFT |
Microsoft Corp
Technology
|
174,289 | $64,516,558 | 4.39% | |
| NVDA |
Nvidia Corp
Technology
|
342,170 | $59,674,447 | 4.06% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
133,378 | $45,075,094 | 3.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
133,442 | $38,372,580 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
170,455 | $35,500,662 | 2.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
119,932 | $29,316,177 | 1.99% | |
| AMGN |
Amgen Inc
Healthcare
|
80,588 | $28,354,887 | 1.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
94,319 | $27,744,877 | 1.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
43,399 | $24,829,869 | 1.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TRMK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $832,475 | 19,755 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $811,016 | 20,822 | Shares | Sole | 2026-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||