GRIMES & Co WEALTH MANAGEMENT, LLC

13F filer · CIK 0001321993

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$4.62BU.S. long equity reported on 13F

Positions30630 new · 25 closed

Net flow last quarter+$2.83MBuys minus sells

Top 10 positions weight12.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026306 positions
AAPLApple Inc.	$123M	2.67%	0.00%	+0.4%	Q2 2013
NVDANvidia Corp	$68.8M	1.49%	0.00%	+0.4%	Q2 2017
MSFTMicrosoft Corp	$66.2M	1.43%	0.00%	+1.8%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$64.4M	1.39%	0.00%	+1.1%	Q1 2014
AMDAdvanced Micro Devices Inc	$52.2M	1.13%	0.01%	+1.1%	Q3 2020
GOOGLAlphabet Inc.	$47.5M	1.03%	0.00%	-0.5%	Q4 2020
AMATApplied Materials Inc	$45.4M	0.98%	0.01%	-0.6%	Q2 2014
AMZNAmazon Com Inc	$41.7M	0.90%	0.00%	+2.8%	Q4 2015
GOOGAlphabet Inc.	$36.6M	0.79%	Not reported	+18.2%	Q4 2020
MUMicron Technology Inc	$31.9M	0.69%	0.00%	+1.2%	Q1 2016
HPEHewlett Packard Enterprise Co	$30.9M	0.67%	0.05%	-4.1%	Q1 2023
JNJJohnson & Johnson	$30.6M	0.66%	0.01%	+0.4%	Q2 2013
JPMJPMorgan Chase & Co	$30.4M	0.66%	0.00%	-1.4%	Q2 2013
AMGNAmgen Inc	$29.2M	0.63%	0.01%	0.0%	Q3 2016
QCOMQualcomm Inc	$29.2M	0.63%	0.01%	-0.6%	Q2 2013
CSCOCisco Systems, Inc.	$27.6M	0.60%	0.01%	-0.4%	Q2 2013
ABBVAbbVie Inc.	$26.1M	0.56%	0.01%	-5.6%	Q2 2014
AVGOBroadcom Inc.	$25.3M	0.55%	0.00%	+1.2%	Q2 2019
ETNEaton Corp plc	$25.3M	0.55%	0.02%	+0.3%	Q2 2013
RFRegions Financial Corp	$25.2M	0.55%	0.10%	-0.1%	Q4 2019
METAMeta Platforms, Inc.	$24.7M	0.53%	Not reported	+0.9%	Q2 2016
ASMLAsml Holding NV	$22.1M	0.48%	0.00%	-1.8%	Q1 2025
BMYBristol Myers Squibb Co	$21.4M	0.46%	0.02%	-0.1%	Q4 2013
PFEPfizer Inc	$19.4M	0.42%	0.01%	+1.2%	Q2 2013
KLACKla Corp	$19.2M	0.42%	0.00%	-21.0%	Q1 2018
EOGEog Resources Inc	$17.5M	0.38%	0.03%	+0.1%	Q2 2019
GILDGilead Sciences, Inc.	$17.4M	0.38%	0.01%	-7.2%	Q1 2015
VVisa Inc.	$17.4M	0.38%	0.00%	-2.7%	Q4 2015
XOMExxonMobil Holdings Corp	$16.8M	0.36%	0.00%	+4.7%	Q2 2013
BACBank of America Corp	$16.2M	0.35%	0.00%	+1.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$15.7M	0.34%	Not reported	+0.7%	Q3 2015
KMBKimberly Clark Corp	$15.4M	0.33%	0.04%	+3.2%	Q2 2013
INCYIncyte Corp	$15.2M	0.33%	0.07%	-1.4%	Q3 2021
MDTMedtronic plc	$14M	0.30%	0.01%	+1.0%	Q2 2013
AXPAmerican Express Co	$13.6M	0.29%	0.01%	+2.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$12.2M	0.26%	Not reported	+2.9%	Q3 2013
HSYHershey Co	$11.8M	0.26%	0.03%	+21.2%	Q1 2020
CVXChevron Corp	$11.6M	0.25%	0.00%	+2.1%	Q2 2013
CRMSalesforce, Inc.	$11.4M	0.25%	0.01%	-3.1%	Q4 2023
VZVerizon Communications Inc	$11.2M	0.24%	0.01%	+1.4%	Q2 2013
DISWalt Disney Co	$10.9M	0.23%	0.01%	-0.1%	Q2 2013
SCHWSchwab Charles Corp	$10.4M	0.23%	0.01%	+308.0%	Q1 2020
SLBSLB Limited	$10.4M	0.22%	0.02%	-1.1%	Q2 2013
PEPPepsico Inc	$10.1M	0.22%	0.01%	+2.0%	Q2 2013
TROWPrice T Rowe Group Inc	$10M	0.22%	0.04%	-49.3%	Q2 2013
LLYELI LILLY & Co	$9.87M	0.21%	0.00%	+2.4%	Q1 2018
GNRCGenerac Holdings Inc.	$9.85M	0.21%	0.06%	-6.1%	Q1 2025
ABTAbbott Laboratories	$9.76M	0.21%	0.01%	-10.3%	Q3 2017
GSKGSK plc	$9.58M	0.21%	0.00%	+0.2%	Q1 2014
INTCIntel Corp	$9.48M	0.21%	0.00%	+30.4%	Q2 2013

Q1 2026Reported Apr 21, 2026299 positions
AAPLApple Inc.	$108M	2.98%	0.00%	+0.6%	Q2 2013
MSFTMicrosoft Corp	$64.5M	1.79%	0.00%	+1.1%	Q2 2013
NVDANvidia Corp	$59.7M	1.65%	0.00%	+4.6%	Q2 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$45.1M	1.25%	0.00%	-7.7%	Q1 2014
GOOGLAlphabet Inc.	$38.4M	1.06%	0.00%	-11.6%	Q4 2020
AMZNAmazon Com Inc	$35.5M	0.98%	0.00%	+6.3%	Q4 2015
JNJJohnson & Johnson	$29.3M	0.81%	0.01%	+4.8%	Q2 2013
AMGNAmgen Inc	$28.4M	0.78%	0.01%	-1.9%	Q3 2016
JPMJPMorgan Chase & Co	$27.7M	0.77%	0.00%	-3.6%	Q2 2013
GOOGAlphabet Inc.	$25.1M	0.69%	Not reported	-1.5%	Q4 2020
METAMeta Platforms, Inc.	$24.8M	0.69%	Not reported	-0.1%	Q2 2016
ABBVAbbVie Inc.	$23.9M	0.66%	0.01%	+0.6%	Q2 2014
BMYBristol Myers Squibb Co	$22.5M	0.62%	0.02%	+6.8%	Q4 2013
PFEPfizer Inc	$22.3M	0.62%	0.01%	+0.7%	Q2 2013
RFRegions Financial Corp	$21.9M	0.60%	0.10%	-1.2%	Q4 2019
AMATApplied Materials Inc	$21.6M	0.60%	0.01%	+3.5%	Q2 2014
ETNEaton Corp plc	$21.1M	0.58%	0.02%	+0.3%	Q2 2013
GILDGilead Sciences, Inc.	$20.7M	0.57%	0.01%	-1.1%	Q1 2015
AVGOBroadcom Inc.	$20.5M	0.57%	0.00%	-16.5%	Q2 2019
QCOMQualcomm Inc	$20.4M	0.57%	0.02%	-0.6%	Q2 2013
XOMExxonMobil Holdings Corp	$19.9M	0.55%	0.00%	+4.9%	Q2 2013
EOGEog Resources Inc	$19.5M	0.54%	0.03%	+1.8%	Q2 2019
CSCOCisco Systems, Inc.	$18.3M	0.51%	0.01%	-2.6%	Q2 2013
AMDAdvanced Micro Devices Inc	$18.1M	0.50%	0.01%	-2.2%	Q3 2020
HPEHewlett Packard Enterprise Co	$17M	0.47%	0.05%	-2.0%	Q1 2023
VVisa Inc.	$15.7M	0.44%	0.00%	-0.7%	Q4 2015
TROWPrice T Rowe Group Inc	$15.7M	0.43%	0.08%	+50.1%	Q2 2013
MDTMedtronic plc	$15.4M	0.43%	0.01%	-0.9%	Q2 2013
ASMLAsml Holding NV	$14.9M	0.41%	0.00%	-3.3%	Q1 2025
CVXChevron Corp	$14.2M	0.39%	0.00%	+0.6%	Q2 2013
CRMSalesforce, Inc.	$14M	0.39%	0.01%	+44.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$13.6M	0.38%	Not reported	+0.8%	Q3 2015
BACBank of America Corp	$13.6M	0.38%	0.00%	+0.3%	Q2 2013
KMBKimberly Clark Corp	$13.1M	0.36%	0.04%	+65.7%	Q2 2013
ACNAccenture plc	$13.1M	0.36%	0.01%	+10.7%	Q2 2013
VZVerizon Communications Inc	$13.1M	0.36%	0.01%	+1.5%	Q2 2013
INCYIncyte Corp	$12.8M	0.36%	0.07%	-3.5%	Q3 2021
ABTAbbott Laboratories	$12.3M	0.34%	0.01%	+64.7%	Q3 2017
AXPAmerican Express Co	$11.9M	0.33%	0.01%	+2.7%	Q2 2013
KLACKla Corp	$11.9M	0.33%	0.01%	+6.9%	Q1 2018
SLBSLB Limited	$11.6M	0.32%	0.02%	-1.9%	Q2 2013
HSYHershey Co	$11.6M	0.32%	0.03%	-0.9%	Q1 2020
BRK.BBerkshire Hathaway Inc	$11.4M	0.32%	Not reported	+5.1%	Q3 2013
PEPPepsico Inc	$11.4M	0.31%	0.01%	+1.8%	Q2 2013
TXTTextron Inc	$10.9M	0.30%	0.07%	+1.5%	Q2 2023
DISWalt Disney Co	$10.9M	0.30%	0.01%	+36.8%	Q2 2013
LMTLockheed Martin Corp	$10.2M	0.28%	0.01%	-0.1%	Q4 2019
GSKGSK plc	$10.1M	0.28%	0.00%	-1.8%	Q1 2014
MUMicron Technology Inc	$9.21M	0.26%	0.00%	-31.2%	Q1 2016
PAYXPaychex Inc	$9.2M	0.25%	0.03%	+3.5%	Q3 2013

Q4 2025Reported Feb 3, 2026309 positions
AAPLApple Inc.	$115M	2.74%	0.00%	+2.3%	Q2 2013
MSFTMicrosoft Corp	$83.4M	1.99%	0.00%	-1.3%	Q2 2013
NVDANvidia Corp	$57.4M	1.37%	0.00%	+26.4%	Q2 2017
GOOGLAlphabet Inc.	$47.3M	1.13%	0.00%	-7.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$43.9M	1.05%	0.00%	-10.5%	Q1 2014
AMZNAmazon Com Inc	$37M	0.88%	0.00%	+2.0%	Q4 2015
JPMJPMorgan Chase & Co	$31.5M	0.75%	0.00%	+0.6%	Q2 2013
METAMeta Platforms, Inc.	$28.7M	0.69%	Not reported	-14.7%	Q2 2016
GOOGAlphabet Inc.	$27.9M	0.67%	Not reported	+1.4%	Q4 2020
AVGOBroadcom Inc.	$27.5M	0.66%	0.00%	-9.8%	Q2 2019
QCOMQualcomm Inc	$27.3M	0.65%	0.01%	-5.5%	Q2 2013
AMGNAmgen Inc	$26.9M	0.64%	0.02%	-4.8%	Q3 2016
ABBVAbbVie Inc.	$25M	0.60%	0.01%	+2.1%	Q2 2014
JNJJohnson & Johnson	$23.7M	0.57%	0.00%	-2.8%	Q2 2013
RFRegions Financial Corp	$22.9M	0.55%	0.10%	-6.4%	Q4 2019
PFEPfizer Inc	$19.7M	0.47%	0.01%	+647.7%	Q2 2013
AMDAdvanced Micro Devices Inc	$19.5M	0.47%	0.01%	-19.9%	Q3 2020
ETNEaton Corp plc	$18.8M	0.45%	0.02%	-8.8%	Q2 2013
BMYBristol Myers Squibb Co	$18.8M	0.45%	0.02%	-7.5%	Q4 2013
CSCOCisco Systems, Inc.	$18.7M	0.45%	0.01%	-2.5%	Q2 2013
GILDGilead Sciences, Inc.	$18.5M	0.44%	0.01%	-6.1%	Q1 2015
VVisa Inc.	$18.4M	0.44%	0.00%	-0.7%	Q4 2015
HPEHewlett Packard Enterprise Co	$17.5M	0.42%	0.05%	-9.7%	Q1 2023
MDTMedtronic plc	$17.2M	0.41%	0.01%	-5.4%	Q2 2013
ACNAccenture plc	$16M	0.38%	0.01%	-5.6%	Q2 2013
AMATApplied Materials Inc	$15.7M	0.37%	0.01%	-8.4%	Q2 2014
BACBank of America Corp	$15.3M	0.37%	0.00%	-0.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$14.2M	0.34%	Not reported	-4.3%	Q3 2015
AXPAmerican Express Co	$14.1M	0.34%	0.01%	-2.2%	Q2 2013
INCYIncyte Corp	$14M	0.33%	0.07%	-13.4%	Q3 2021
EOGEog Resources Inc	$13.9M	0.33%	0.02%	-6.4%	Q2 2019
CRMSalesforce, Inc.	$13.8M	0.33%	0.01%	-5.4%	Q4 2023
INTUIntuit Inc.	$13.7M	0.33%	0.01%	+1834.6%	Q2 2021
XOMExxonMobil Holdings Corp	$13.4M	0.32%	0.00%	+10.4%	Q2 2013
ASMLAsml Holding NV	$12.5M	0.30%	0.00%	-19.2%	Q1 2025
TROWPrice T Rowe Group Inc	$11.9M	0.28%	0.05%	-6.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$11.4M	0.27%	Not reported	+7.4%	Q3 2013
MUMicron Technology Inc	$11.3M	0.27%	0.00%	-41.0%	Q1 2016
PAYXPaychex Inc	$10.8M	0.26%	0.03%	-13.3%	Q3 2013
VZVerizon Communications Inc	$10.5M	0.25%	0.01%	-2.8%	Q2 2013
CTSHCognizant Technology Solutions Corp	$10.4M	0.25%	0.03%	-6.4%	Q2 2013
CVXChevron Corp	$10.4M	0.25%	0.00%	-2.2%	Q2 2013
PEPPepsico Inc	$10.3M	0.25%	0.01%	+11.1%	Q2 2013
HSYHershey Co	$10.2M	0.24%	0.03%	-1.0%	Q1 2020
ADBEAdobe Inc.	$9.63M	0.23%	0.01%	-25.8%	Q2 2020
DISWalt Disney Co	$9.39M	0.22%	0.00%	-2.0%	Q2 2013
ABTAbbott Laboratories	$9.12M	0.22%	0.00%	+3.4%	Q3 2017
GSKGSK plc	$9.1M	0.22%	0.00%	-5.5%	Q1 2014
SLBSLB Limited	$8.85M	0.21%	0.02%	-5.2%	Q2 2013
RTXRTX Corp	$8.29M	0.20%	0.00%	-0.6%	Q2 2020

Q3 2025Reported Oct 27, 2025311 positions
AAPLApple Inc.	$105M	2.59%	0.00%	-5.0%	Q2 2013
MSFTMicrosoft Corp	$90.5M	2.23%	0.00%	+5.8%	Q2 2013
NVDANvidia Corp	$48.3M	1.19%	0.00%	+15.5%	Q2 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$45M	1.11%	0.00%	-7.4%	Q1 2014
GOOGLAlphabet Inc.	$39.7M	0.98%	0.00%	-1.9%	Q4 2020
METAMeta Platforms, Inc.	$37.4M	0.92%	Not reported	+5.7%	Q2 2016
AMZNAmazon Com Inc	$34.5M	0.85%	0.00%	+7.3%	Q4 2015
JPMJPMorgan Chase & Co	$30.7M	0.76%	0.00%	+11.4%	Q2 2013
AVGOBroadcom Inc.	$29M	0.72%	0.00%	+15.4%	Q2 2019
QCOMQualcomm Inc	$28.1M	0.69%	0.02%	-6.5%	Q2 2013
ABBVAbbVie Inc.	$24.8M	0.61%	0.01%	+1.6%	Q2 2014
AMGNAmgen Inc	$24.3M	0.60%	0.02%	-5.9%	Q3 2016
ETNEaton Corp plc	$24.2M	0.60%	0.02%	-5.2%	Q2 2013
RFRegions Financial Corp	$23.8M	0.59%	0.10%	-7.6%	Q4 2019
JNJJohnson & Johnson	$21.8M	0.54%	0.00%	+10.0%	Q2 2013
GOOGAlphabet Inc.	$21.3M	0.53%	Not reported	+20.9%	Q4 2020
HPEHewlett Packard Enterprise Co	$19.8M	0.49%	0.06%	-12.7%	Q1 2023
AMDAdvanced Micro Devices Inc	$18.4M	0.45%	0.01%	-5.5%	Q3 2020
MDTMedtronic plc	$18.1M	0.45%	0.01%	-7.8%	Q2 2013
VVisa Inc.	$18M	0.44%	0.00%	+1.5%	Q4 2015
GILDGilead Sciences, Inc.	$17.8M	0.44%	0.01%	+1.8%	Q1 2015
KMBKimberly Clark Corp	$17.2M	0.42%	0.04%	-6.9%	Q2 2013
CSCOCisco Systems, Inc.	$17M	0.42%	0.01%	+4.8%	Q2 2013
BMYBristol Myers Squibb Co	$16.9M	0.42%	0.02%	-5.6%	Q4 2013
EOGEog Resources Inc	$15.9M	0.39%	0.03%	-7.2%	Q2 2019
ACNAccenture plc	$15.6M	0.38%	0.01%	-4.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$14.5M	0.36%	Not reported	-0.4%	Q3 2015
BACBank of America Corp	$14.5M	0.36%	0.00%	-1.8%	Q2 2013
ZMZoom Communications, Inc.	$14.4M	0.36%	Not reported	-12.8%	Q2 2023
PAYXPaychex Inc	$14.1M	0.35%	0.03%	-8.9%	Q3 2013
ASMLAsml Holding NV	$14M	0.35%	0.00%	-10.5%	Q1 2025
INCYIncyte Corp	$13.8M	0.34%	0.08%	-9.4%	Q3 2021
AMATApplied Materials Inc	$13.6M	0.34%	0.01%	-8.7%	Q2 2014
ADBEAdobe Inc.	$13.1M	0.32%	0.01%	-10.5%	Q2 2020
CRMSalesforce, Inc.	$13M	0.32%	0.01%	-10.0%	Q4 2023
AXPAmerican Express Co	$13M	0.32%	0.01%	-3.3%	Q2 2013
TROWPrice T Rowe Group Inc	$12.8M	0.32%	0.06%	-9.2%	Q2 2013
VZVerizon Communications Inc	$11.6M	0.29%	0.01%	-2.8%	Q2 2013
XOMExxonMobil Holdings Corp	$11.4M	0.28%	0.00%	+26.0%	Q2 2013
MUMicron Technology Inc	$11.2M	0.28%	0.01%	-17.8%	Q1 2016
CVXChevron Corp	$10.9M	0.27%	0.00%	-2.2%	Q2 2013
HSYHershey Co	$10.6M	0.26%	0.03%	-5.1%	Q1 2020
BRK.BBerkshire Hathaway Inc	$10.6M	0.26%	Not reported	+17.3%	Q3 2013
UPSUnited Parcel Service Inc	$9.8M	0.24%	0.02%	-4.5%	Q2 2013
XYLXylem Inc.	$9.65M	0.24%	0.03%	-13.5%	Q1 2025
DISWalt Disney Co	$9.64M	0.24%	0.00%	+10.1%	Q2 2013
ABTAbbott Laboratories	$9.43M	0.23%	0.00%	+17.8%	Q3 2017
PEPPepsico Inc	$9.1M	0.22%	0.00%	-1.5%	Q2 2013
CTSHCognizant Technology Solutions Corp	$9.01M	0.22%	0.03%	-10.0%	Q2 2013
LMTLockheed Martin Corp	$8.67M	0.21%	0.01%	-0.5%	Q4 2019

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