Grimes & Company, Inc. Reduced Holdings in Q3 2025

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HOLX
Hologic Inc

Healthcare
-5
- 0.16%
$63.26 - $68.98 $316 - $345
3.18K $214K
IYE
Ishares Tr

ETFs
-260
- 2.63%
$44.83 - $48.91 $11.7K - $12.7K
9.63K $457K
NVS
Novartis Ag

Healthcare
-177
- 3.91%
$113.5 - $129.73 $20.1K - $23K
4.35K $557K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-211
- 7.96%
$362.31 - $405.74 $76.4K - $85.6K
2.44K $981K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-1.16K
- 10.74%
$43.35 - $50.12 $50.3K - $58.2K
9.65K $483K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-743
- 3.42%
$28.15 - $30.13 $20.9K - $22.4K
21K $621K
SO
Southern CO

Utilities
-264
- 2.04%
$90.83 - $96.0 $24K - $25.3K
12.7K $1.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-20
- 0.54%
$66.38 - $71.68 $1.33K - $1.43K
3.67K $262K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-19
- 0.7%
$107.27 - $113.94 $2.04K - $2.16K
2.7K $307K
A
Agilent Technologies, Inc.

Healthcare
-28
- 1.59%
$112.04 - $128.75 $3.14K - $3.61K
1.73K $221K
VOX
Vanguard Communication Service

ETFs
-53
- 2.79%
$169.0 - $192.17 $8.96K - $10.2K
1.85K $346K
ROK
Rockwell Automation, Inc

Industrials
-17
- 0.9%
$328.67 - $358.52 $5.59K - $6.09K
1.88K $657K
AZN
Astrazeneca PLC

Healthcare
-52
- 0.98%
$68.72 - $82.11 $3.57K - $4.27K
5.24K $401K
MS
Morgan Stanley

Financial Services
-122
- 4.22%
$139.09 - $161.16 $17K - $19.7K
2.77K $440K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-21
- 0.59%
$134.94 - $145.86 $2.83K - $3.06K
3.53K $514K
SYY
Sysco Corp

Consumer Defensive
-433
- 4.02%
$76.33 - $82.51 $33.1K - $35.7K
10.3K $851K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-616
- 7.2%
$58.74 - $71.59 $36.2K - $44.1K
7.94K $558K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-99
- 3.48%
$86.72 - $111.84 $8.59K - $11.1K
2.75K $307K
VIS
Vanguard Industrial ETF

ETFs
-633
- 4.26%
$281.0 - $296.29 $178K - $188K
14.2K $4.22M
LHX
L3 Harris Technologies, Inc.

Industrials
-39
- 2.97%
$252.18 - $305.41 $9.84K - $11.9K
1.27K $388K
IEO
Ishares Tr

ETFs
-512
- 1.87%
$86.38 - $95.74 $44.2K - $49K
26.9K $2.49M
MO
Altria Group, Inc.

Consumer Defensive
-255
- 1.96%
$57.75 - $67.68 $14.7K - $17.3K
12.8K $844K
GLW
Corning Inc

Technology
-745
- 14.96%
$51.6 - $82.03 $38.4K - $61.1K
4.24K $347K
AXP
American Express CO

Financial Services
-1.34K
- 3.31%
$294.27 - $342.31 $393K - $457K
39.1K $13M
IHE
Ishares Tr

ETFs
-896
- 4.0%
$65.74 - $72.56 $58.9K - $65K
21.5K $1.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.32K
- 2.48%
$25.29 - $28.33 $33.4K - $37.4K
51.9K $1.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.3K
- 3.63%
$21.69 - $23.34 $246K - $265K
301K $7.01M
MDT
Medtronic PLC

Healthcare
-16.1K
- 7.81%
$87.67 - $95.74 $1.41M - $1.54M
190K $18.1M
PSX
Phillips 66

Energy
-17
- 0.2%
$118.37 - $139.46 $2.01K - $2.37K
8.32K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-124
- 0.55%
$132.9 - $142.03 $16.5K - $17.6K
22.6K $3.18M
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.09%
$215.01 - $273.02 $1.29K - $1.64K
6.75K $1.7M
LRGF
Ishares Tr

ETFs
-39
- 0.09%
$64.13 - $69.24 $2.5K - $2.7K
42.5K $2.94M
JHMM
John Hancock Multifactor Mid C

ETFs
-801
- 1.03%
$61.22 - $65.26 $49K - $52.3K
77.3K $5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.16K
- 1.4%
$30.13 - $33.37 $34.8K - $38.5K
81.2K $2.71M
KCE
Spdr S&P Capital Markets ETF

ETFs
-1.47K
- 2.73%
$145.94 - $157.83 $214K - $231K
52.3K $8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-545
- 0.77%
$42.26 - $47.16 $23K - $25.7K
70.5K $3.27M
EEM
Ishares Msci Emerging Markets

ETFs
-846
- 1.52%
$48.07 - $53.4 $40.7K - $45.2K
55K $2.93M
IBB
Ishares Biotechnology ETF

ETFs
-411
- 2.26%
$127.63 - $144.37 $52.5K - $59.3K
17.8K $2.56M
AMAT
Applied Materials Inc

Technology
-6.38K
- 8.74%
$156.25 - $204.95 $997K - $1.31M
66.6K $13.6M
VGT
Vanguard Information Technolog

ETFs
-10
- 0.28%
$656.44 - $753.15 $6.56K - $7.53K
3.54K $2.64M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-182
- 0.23%
$42.67 - $46.91 $7.77K - $8.54K
77.4K $3.62M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-329
- 4.74%
$256.21 - $323.54 $84.3K - $106K
6.61K $2.11M
IDXX
Idexx Laboratories Inc

Healthcare
-67
- 1.5%
$514.61 - $682.78 $34.5K - $45.7K
4.4K $2.81M
PEP
Pepsico Inc

Consumer Defensive
-967
- 1.47%
$133.81 - $152.16 $129K - $147K
64.8K $9.1M
ZION
Zions Bancorporation, National Association

Financial Services
-1.91K
- 1.5%
$51.2 - $59.15 $97.6K - $113K
126K $7.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.61K
- 9.97%
$404.94 - $499.99 $652K - $804K
14.5K $7.05M
LMT
Lockheed Martin Corp

Industrials
-87
- 0.5%
$410.74 - $499.21 $35.7K - $43.4K
17.4K $8.67M
VCR
Vanguard Consumer Discretionar

ETFs
-1.06K
- 3.48%
$359.61 - $401.35 $379K - $423K
29.2K $11.6M
CVX
Chevron Corp

Energy
-1.58K
- 2.22%
$145.57 - $161.83 $231K - $256K
69.9K $10.9M
Activity Summary
Buys All Purchases 255 New Holdings 50 Increased Positions 205 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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