13F Filings History of WIMMER ASSOCIATES 1, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$215,071,026
Signature - Title
Katherine J. Wimmer - President
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by WIMMER ASSOCIATES 1, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WIMMER ASSOCIATES 1, LLC reported 107 stock holdings with total value $215,071,026 as of Q4 2025. Top holdings included AAPL, MSFT, NVDA, GOOGL, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 107 $215,071,026 +$2,141,186 -$3,991,238 -$1,850,052 AAPL, MSFT, NVDA, GOOGL, VIG 13F-HR 13 Feb 2026, 17:29
Q3 2025 110 $208,040,271 +$2,025,169 -$4,251,101 -$2,225,932 AAPL, MSFT, NVDA, VIG, GOOGL 13F-HR 14 Nov 2025, 12:33
Q2 2025 109 $195,605,788 +$825,744 -$2,227,541 -$1,401,797 MSFT, AAPL, NVDA, VIG, PRF 13F-HR 14 Aug 2025, 11:07
Q1 2025 106 $189,587,253 +$1,549,303 -$12,269,623 -$10,720,320 AAPL, MSFT, VIG, NVDA, V 13F-HR 15 May 2025, 11:14
Q4 2024 110 $202,290,502 +$2,100,385 -$3,795,742 -$1,695,357 AAPL, MSFT, VIG, NVDA, GOOGL 13F-HR 14 Feb 2025, 12:16
Q3 2024 111 $204,277,898 +$3,272,343 -$3,479,590 -$207,247 AAPL, MSFT, VIG, NVDA, PRF 13F-HR 14 Nov 2024, 11:18
Q2 2024 108 $195,084,062 +$9,412,285 -$2,171,350 +$7,240,935 AAPL, MSFT, VIG, NVDA, GOOGL 13F-HR 13 Aug 2024, 15:19
Q1 2024 111 $190,172,194 +$2,451,157 -$1,908,244 +$542,913 MSFT, AAPL, VIG, PRF, NVDA 13F-HR 14 May 2024, 10:55
Q4 2023 109 $177,296,392 +$2,970,630 -$1,642,730 +$1,327,900 AAPL, MSFT, VIG, ADBE, PRF 13F-HR 14 Feb 2024, 11:11
Q3 2023 105 $160,242,275 +$7,412,048 -$3,693,576 +$3,718,472 AAPL, MSFT, VIG, ADBE, PRF 13F-HR 14 Nov 2023, 14:33
Q2 2023 106 $166,232,920 +$1,519,099 -$1,234,993 +$284,106 AAPL, MSFT, VIG, PRF, ADBE 13F-HR 14 Aug 2023, 14:17
Q1 2023 105 $156,035,686 +$1,432,958 -$7,325,497 -$5,892,539 AAPL, MSFT, VIG, PRF, V 13F-HR 16 May 2023, 14:13
Q4 2022 110 $151,518,683 +$2,173,911 -$1,079,620 +$1,094,291 AAPL, VIG, MSFT, PRF, V 13F-HR 14 Feb 2023, 11:35
Q3 2022 109 $138,875,000 +$7,781,132 -$5,479,963 +$2,301,169 AAPL, VIG, MSFT, PRF, V 13F-HR 14 Nov 2022, 14:55
Q2 2022 109 $153,451,000 +$7,457,545 -$2,741,421 +$4,716,124 AAPL, MSFT, VIG, GOOGL, ADBE 13F-HR 11 Aug 2022, 18:24
Q1 2022 117 $179,877,000 +$4,827,855 -$3,781,514 +$1,046,341 AAPL, MSFT, VIG, GOOGL, AMZN 13F-HR 13 May 2022, 12:39
Q4 2021 120 $186,558,000 +$2,473,528 -$2,295,762 +$177,766 AAPL, MSFT, VIG, GOOGL, ADBE 13F-HR 16 Feb 2022, 16:28
Q3 2021 121 $168,742,000 +$4,891,909 -$3,993,315 +$898,594 AAPL, MSFT, ADBE, GOOGL, VIG 13F-HR 12 Nov 2021, 08:32
Q2 2021 118 $170,502,000 +$3,540,829 -$30,544,104 -$27,003,275 AAPL, MSFT, ADBE, VIG, GOOGL 13F-HR 12 Aug 2021, 16:39
Q1 2021 121 $183,749,000 +$13,691,332 -$2,888,243 +$10,803,089 VCSH, AAPL, MSFT, VIG, ADBE 13F-HR 14 May 2021, 13:02
Q4 2020 112 $167,676,000 +$15,199,685 -$9,022,222 +$6,177,463 VCSH, AAPL, MSFT, VIG, ADBE 13F-HR 16 Feb 2021, 07:23
Q3 2020 104 $148,472,000 +$18,754,455 -$1,229,106 +$17,525,349 VCSH, AAPL, MSFT, ADBE, VIG 13F-HR 02 Dec 2020, 18:57
Q2 2020 101 $117,649,000 +$5,750,929 -$13,649,084 -$7,898,155 MSFT, VIG, ADBE, AMZN, V 13F-HR 14 Aug 2020, 08:41
Q1 2020 97 $107,481,000 +$11,027,442 -$6,561,920 +$4,465,522 AAPL, MSFT, V, VIG, ADBE 13F-HR 15 May 2020, 10:51
Q4 2019 104 $124,862,000 +$3,084,741 -$1,901,472 +$1,183,269 AAPL, V, VIG, MMM, MSFT 13F-HR 13 Feb 2020, 12:58
Q3 2019 99 $114,638,000 +$1,710,518 -$3,412,733 -$1,702,215 V, VIG, MMM, AAPL, VTI 13F-HR 14 Nov 2019, 11:17
Q2 2019 102 $114,403,000 +$2,194,290 -$3,435,100 -$1,240,810 MMM, V, VTI, AAPL, MSFT 13F-HR 13 Aug 2019, 18:10
Q1 2019 103 $112,775,000 +$959,608 -$1,975,723 -$1,016,115 MMM, V, VTI, AAPL, VIG 13F-HR 15 May 2019, 14:09
Q4 2018 100 $100,980,000 +$1,208,289 -$4,833,440 -$3,625,151 MMM, V, VTI, AAPL, VIG 13F-HR 14 Feb 2019, 13:38
Q3 2018 107 $120,160,000 +$2,274,615 -$3,394,363 -$1,119,748 MMM, AAPL, V, VTI, VIG 13F-HR 13 Nov 2018, 16:51
Q2 2018 102 $112,150,000 +$4,008,324 -$7,801,414 -$3,793,090 MMM, V, VTI, AAPL, VIG 13F-HR 14 Aug 2018, 14:22
Q1 2018 106 $113,436,000 +$4,572,103 -$1,264,511 +$3,307,592 MMM, V, VTI, AAPL, VIG 13F-HR 10 May 2018, 13:12
Q4 2017 105 $111,077,000 +$841,868 -$5,431,709 -$4,589,841 VTI, V, AAPL, VIG, MMM 13F-HR 14 Feb 2018, 14:41
Q3 2017 107 $108,524,000 +$3,850,812 -$7,936,363 -$4,085,551 VTI, V, AAPL, VIG, MMM 13F-HR 13 Nov 2017, 17:57
Q2 2017 109 $108,538,000 +$1,551,325 -$2,971,395 -$1,420,070 VTI, V, AAPL, VIG, MMM 13F-HR 11 Aug 2017, 18:35
Q1 2017 109 $106,915,000 +$5,699,911 -$11,051,440 -$5,351,529 VTI, VIG, AAPL, V, PEP 13F-HR 09 May 2017, 16:59
Q4 2016 109 $107,928,000 +$4,643,131 -$9,597,312 -$4,954,181 VTI, VIG, PEP, MMM, XOM 13F-HR 14 Feb 2017, 14:54
Q3 2016 110 $111,100,000 +$2,112,317 -$4,536,451 -$2,424,134 MMM, VIG, VTI, SPY, PEP 13F-HR 10 Nov 2016, 17:10
Q2 2016 109 $112,072,000 +$5,840,940 -$5,195,238 +$645,702 MMM, VIG, SPY, VTI, JNJ 13F-HR 11 Aug 2016, 14:04
Q1 2016 109 $109,135,000 +$13,699,566 -$1,663,068 +$12,036,498 MMM, VTI, VIG, SBUX, PEP 13F-HR 13 May 2016, 19:58
Q4 2015 95 $95,329,000 $0 $0 $0 MMM, VIG, NVO, SBUX, PEP 13F-HR 16 Feb 2016, 14:48