Grimes & Co. Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 738 separate positions held by the firm.
The portfolio is diversified across a wide range of industries, with the largest positions including 3M Company, Abbott Laboratories, and AbbVie Inc. The firm also holds significant stakes in Apple Inc., Amazon.com Inc., and American Express Co. In the financial services sector, the firm holds shares in Bank of America Corp., Charles Schwab Corp., and Citigroup Inc.
The filing details specific share counts for numerous companies, including 423,475 shares of Apple Inc., 172,210 shares of Amazon.com Inc., and 81,956 shares of American Express Co. The report was signed by Michael J. Davide, the firm's Chief Compliance Officer.
