Grimes & Company, Inc. Purchases in Q2 2025

Grimes & Company, Inc.

  • $3.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
141
+ 0.88%
$221.03 - $294.78 $31.2K - $41.6K
16.1K $4.74M
COST
Costco Wholesale Corp

Consumer Defensive
669
+ 46.39%
$908.13 - $1056.85 $608K - $707K
2.11K $2.09M
LMT
Lockheed Martin Corp

Industrials
964
+ 5.85%
$430.82 - $486.45 $415K - $469K
17.4K $8.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.67K
New
$55.54 - $69.09 $537K - $668K
9.67K $668K
DGRO
Ishares Core Dividend Growth E

ETFs
9.39K
+ 48.14%
$55.22 - $63.94 $519K - $601K
28.9K $1.85M
SOXX
Ishares Semiconductor ETF

ETFs
2.7K
New
$154.86 - $239.07 $418K - $645K
2.7K $643K
TXT
Textron Inc

Industrials
14
+ 0.02%
$60.72 - $80.34 $850 - $1.12K
76.4K $6.13M
IHF
Ishares Tr

ETFs
11.7K
+ 176.73%
$46.2 - $54.6 $541K - $640K
18.4K $892K
WMT
Walmart Inc.

Consumer Defensive
3.53K
+ 21.0%
$81.79 - $99.98 $289K - $353K
20.3K $1.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.02K
+ 7.9%
$39.89 - $49.46 $200K - $248K
68.5K $3.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
519
+ 3.46%
$219.76 - $276.94 $114K - $144K
15.5K $4.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
920
+ 3.06%
$101.97 - $126.75 $93.8K - $117K
31K $3.93M
SKIN
Beauty Health CO

Consumer Defensive
187K
+ 85.2%
$0.82 - $1.95 $154K - $365K
407K $777K
TD
Toronto Dominion Bank

Financial Services
401
+ 1.21%
$55.71 - $73.45 $22.3K - $29.5K
33.7K $2.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.41K
+ 34.46%
$72.02 - $73.82 $462K - $473K
25K $1.84M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
10.8K
New
$28.07 - $43.66 $304K - $472K
10.8K $472K
TT
Trane Technologies PLC

Industrials
27
+ 0.6%
$315.21 - $437.41 $8.51K - $11.8K
4.53K $1.98M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.12K
+ 47.5%
$30.87 - $39.17 $281K - $357K
28.3K $1.11M
WFC
Wells Fargo & Company

Financial Services
1.99K
+ 6.21%
$60.98 - $80.12 $121K - $159K
34K $2.72M
WELL
Welltower Inc.

Real Estate
2.73K
New
$136.49 - $155.22 $373K - $424K
2.73K $419K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.09%
$320.42 - $424.58 $1.92K - $2.55K
6.55K $2.76M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
8.03K
New
$49.82 - $50.25 $400K - $403K
8.03K $402K
VTI
Vanguard Total Stock Market Et

ETFs
319
+ 3.2%
$243.75 - $303.93 $77.8K - $97K
10.3K $3.13M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.44K
New
$179.95 - $278.88 $258K - $400K
1.44K $400K
CWST
Casella Waste Systems Inc

Industrials
3.3K
New
$103.78 - $120.37 $342K - $397K
3.3K $380K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.98K
New
$101.91 - $134.83 $304K - $402K
2.98K $375K
HON
Honeywell International Inc

Industrials
923
+ 12.37%
$182.86 - $232.88 $169K - $215K
8.39K $1.95M
KLAC
Kla Corp

Technology
8
+ 0.52%
$576.53 - $902.94 $4.61K - $7.22K
1.54K $1.38M
SYK
Stryker Corp

Healthcare
342
+ 4.1%
$337.37 - $395.63 $115K - $135K
8.69K $3.44M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.3K
+ 5.51%
$24.38 - $30.18 $105K - $130K
82.3K $2.48M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.02K
+ 151.75%
$44.68 - $45.96 $314K - $323K
11.6K $532K
HD
Home Depot, Inc.

Consumer Cyclical
872
+ 13.25%
$335.24 - $380.78 $292K - $332K
7.45K $2.73M
ARCC
Ares Capital Corp

Financial Services
14.5K
New
$18.91 - $22.43 $274K - $325K
14.5K $318K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.08K
New
$60.99 - $77.53 $249K - $316K
4.08K $316K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.4K
+ 6.59%
$114.78 - $133.31 $161K - $187K
22.7K $3.02M
ABT
Abbott Laboratories

Healthcare
814
+ 1.38%
$123.95 - $138.08 $101K - $112K
59.8K $8.13M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.53K
New
$99.48 - $124.46 $251K - $315K
2.53K $300K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.14K
+ 1.49%
$34.72 - $42.74 $39.6K - $48.7K
77.5K $3.31M
GLD
Spdr Gold Trust

ETFs
745
+ 17.79%
$273.71 - $316.29 $204K - $236K
4.93K $1.5M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
12.2K
New
$19.16 - $23.81 $233K - $290K
12.2K $289K
ADBE
Adobe Inc.

Technology
382
+ 0.93%
$340.0 - $420.68 $130K - $161K
41.4K $16M
CRWD
Crowd Strike Holdings, Inc.

Technology
292
+ 33.49%
$321.63 - $509.31 $93.9K - $149K
1.16K $592K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.96K
New
$75.33 - $94.56 $223K - $280K
2.96K $278K
PM
Philip Morris International Inc.

Consumer Defensive
788
+ 14.28%
$149.23 - $184.95 $118K - $146K
6.31K $1.15M
MA
Mastercard Inc

Financial Services
192
+ 1.64%
$479.92 - $590.74 $92.1K - $113K
11.9K $6.68M
OKE
Oneok Inc

Energy
3.3K
New
$78.71 - $100.37 $259K - $331K
3.3K $268K
NFLX
Netflix Inc

Communication Services
71
+ 18.88%
$855.86 - $1339.13 $60.8K - $95.1K
447 $598K
EMR
Emerson Electric CO

Industrials
165
+ 1.77%
$94.15 - $133.33 $15.5K - $22K
9.51K $1.27M
IXN
Ishares Global Information Tec

ETFs
2.58K
New
$65.81 - $92.34 $170K - $238K
2.58K $238K
Activity Summary
Buys All Purchases 262 New Holdings 55 Increased Positions 207 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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