• 13F History

GRIMES & COMPANY, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$3.23B
Signature - Title
Michael J. Davide - Chief Compliance Officer
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by GRIMES & COMPANY, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GRIMES & COMPANY, INC. reported 369 stock holdings with total value $3.23B as of Q1 2025. Top holdings included BKLN, SJNK, SHYG, IEFA, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 369 $3.23B +$357M -$472M -$115M BKLN, SJNK, SHYG, IEFA, VB 13F-HR 4/17/2025, 03:36 PM
Q4 2024 382 $3.47B +$166M -$347M -$181M BKLN, SJNK, SHYG, VB, IEMG 13F-HR 1/21/2025, 12:46 PM
Q3 2024 368 $3.7B +$341M -$141M +$200M IEFA, BKLN, SJNK, SHYG, VB 13F-HR 10/22/2024, 11:56 AM
Q2 2024 350 $3.34B +$271M -$177M +$94.1M IEFA, BKLN, SJNK, SHYG, IEMG 13F-HR 7/22/2024, 09:16 AM
Q1 2024 344 $3.25B +$226M -$134M +$92M IEFA, BKLN, SJNK, SHYG, IVV 13F-HR 4/17/2024, 03:49 PM
Q4 2023 330 $3.02B +$545M -$347M +$198M IEFA, BKLN, SJNK, SHYG, IVV 13F-HR 1/24/2024, 11:16 AM
Q3 2023 309 $2.58B +$189M -$314M -$125M IEFA, BKLN, VCSH, SJNK, JHML 13F-HR 10/19/2023, 03:03 PM
Q2 2023 313 $2.82B +$393M -$77.7M +$315M IEFA, IWM, BKLN, VCSH, SJNK 13F-HR 7/19/2023, 09:07 AM
Q1 2023 305 $2.44B +$784M -$770M +$13.7M IEFA, BKLN, VCSH, SJNK, IEMG 13F-HR 4/20/2023, 02:13 PM
Q4 2022 297 $2.37B +$524M -$176M +$348M JPST, SHV, VCSH, JHML, IVV 13F-HR 1/25/2023, 01:00 PM
Q3 2022 270 $1.92B +$171M -$104M +$67M JPST, SHV, IVV, JHML, IWM 13F-HR 10/28/2022, 10:48 AM
Q2 2022 273 $1.98B +$708M -$285M +$423M JPST, SHV, IVV, JHML, AAPL 13F-HR 7/22/2022, 12:32 PM
Q1 2022 300 $1.92B +$216M -$358M -$142M IVV, JHML, XLK, AAPL, IEFA 13F-HR 5/6/2022, 03:27 PM
Q4 2021 298 $2.18B +$69.1M -$217M -$148M SRLN, IVV, IJR, JHML, SPSM 13F-HR 2/1/2022, 09:20 AM
Q3 2021 301 $2.3B +$135M -$118M +$16.8M FPE, SRLN, IEFA, IVV, IJR 13F-HR 11/8/2021, 01:44 PM
Q2 2021 301 $2.3B +$145M -$50.5M +$95M IEFA, FPE, SRLN, IVV, IJR 13F-HR 8/4/2021, 12:50 PM
Q1 2021 279 $2.08B +$159M -$136M +$23.2M IEFA, FPE, IJR, IVV, SRLN 13F-HR 5/12/2021, 04:36 PM
Q4 2020 265 $1.92B +$346M -$28.8M +$317M FPE, IEFA, IVV, SRLN, IJR 13F-HR 2/2/2021, 02:39 PM
Q3 2020 251 $1.54B +$168M -$84.6M +$83.8M FPE, IEFA, LQD, SPDW, IJR 13F-HR 11/12/2020, 11:29 AM
Q2 2020 248 $1.43B +$490M -$255M +$235M IEFA, LQD, IJR, FPE, SPDW 13F-HR 7/31/2020, 01:08 PM
Q1 2020 227 $1.09B +$385M -$333M +$51.6M SHV, AGG, LQD, MUB, IVV 13F-HR 5/5/2020, 12:01 PM
Q4 2019 264 $1.52B +$322M -$36.3M +$286M LQD, PFF, HYLB, IEFA, IJR 13F-HR 2/5/2020, 03:05 PM
Q3 2019 256 $1.4B +$215M -$77.7M +$137M SHV, LQD, PFF, HYLB, IVV 13F-HR 11/5/2019, 01:49 PM
Q2 2019 243 $1.31B +$291M -$202M +$88.9M SHV, LQD, HYLB, IVV, HYDXXXX 13F-HR 7/30/2019, 02:38 PM
Q1 2019 241 $1.28B +$477M -$289M +$188M LQD, HYLB, IEFA, IEMG, IJR 13F-HR 5/2/2019, 12:37 PM
Q4 2018 230 $1.02B +$259M -$278M -$18.2M SHV, HYDXXXX, TOTL, QAI, VUG 13F-HR 2/1/2019, 01:14 PM
Q3 2018 238 $1.24B +$164M -$58M +$106M SHV, SRLN, BKLN, SJNK, IJR 13F-HR 11/9/2018, 10:24 AM
Q2 2018 233 $1.13B +$293M -$94.6M +$198M SHV, SRLN, BKLN, IJR, IJH 13F-HR 8/10/2018, 12:38 PM
Q1 2018 239 $1.03B +$161M -$62.3M +$98.5M SRLN, BKLNXXXX, IJH, PRFXXXX, VUG 13F-HR 5/7/2018, 11:30 AM
Q4 2017 216 $1.03B +$168M -$78.1M +$89.6M FLOT, BKLNXXXX, IEFA, IJH, VEA 13F-HR 2/5/2018, 12:33 PM
Q3 2017 202 $937M +$69.9M -$14.2M +$55.7M JNKXXXX, BKLNXXXX, IEFA, VEA, PRFXXXX 13F-HR 11/3/2017, 02:19 PM
Q2 2017 201 $896M +$69.2M -$86.1M -$16.9M JNKXXXX, BKLNXXXX, IEFA, PRFXXXX, VEA 13F-HR 7/18/2017, 11:10 AM
Q1 2017 202 $913M +$147M -$82.5M +$64.5M PRFXXXX, JNKXXXX, BKLNXXXX, VUG, IJR 13F-HR 5/1/2017, 08:17 AM
Q4 2016 197 $862M +$224M -$77.6M +$147M PRFXXXX, JNKXXXX, BKLNXXXX, VUG, SHY 13F-HR 1/24/2017, 10:13 AM
Q3 2016 197 $747M +$125M -$110M +$15.3M PRFXXXX, VUG, IJH, IJR, IVV 13F-HR 10/24/2016, 02:27 PM
Q2 2016 209 $748M +$144M -$146M -$1.66M PRFXXXX, LQD, VUG, SHY, IVV 13F-HR 7/25/2016, 11:31 AM
Q1 2016 199 $777M +$99.3M -$34M +$65.3M SHY, PRFXXXX, VUG, BND, LQD 13F-HR 4/25/2016, 10:18 AM
Q4 2015 199 $740M +$74.9M -$83.3M -$8.44M SHY, PRFXXXX, EMB, VUG, IVV 13F-HR 2/3/2016, 11:22 AM
Q3 2015 189 $774M +$292M -$151M +$141M SHY, IGSB, MINT, PRFXXXX, VUG 13F-HR 10/8/2015, 11:05 AM
Q2 2015 186 $654M +$286M -$23.9M +$262M IJH, PRFXXXX, VEA, VUG, IVV 13F-HR 8/11/2015, 07:45 AM
Q1 2015 163 $408M +$69.4M -$25.5M +$44M AAPL, INTC, CSCO, NVO, MSFT 13F-HR 4/24/2015, 02:08 PM
Q4 2014 161 $387M +$27.3M -$21.8M +$5.53M AAPL, INTC, MSFT, CSCO, UNP 13F-HR 2/12/2015, 11:02 AM
Q3 2014 166 $382M +$11.7M -$6.87M +$4.83M AAPL, INTC, MSFT, LYB, CSCO 13F-HR 11/6/2014, 08:55 AM
Q2 2014 160 $381M +$60.7M -$25.8M +$34.9M AAPL, INTC, MSFT, CSCO, LYB 13F-HR 7/28/2014, 10:54 AM
Q1 2014 147 $354M +$46.1M -$18.3M +$27.8M MSFT, AAPL, INTC, CSX, LYB 13F-HR 5/1/2014, 12:17 PM
Q4 2013 140 $332M AAPL, INTC, MSFT, CSX, ACN 13F-HR 2/3/2014, 02:46 PM