SEC 13F Intelligence

Grimes & Co Wealth Management, LLC / TROW

Grimes & Co Wealth Management, LLC’s Price T Rowe Group Inc Position

Does Grimes & Co Wealth Management, LLC own Price T Rowe Group Inc (TROW)? Yes174.2K shares worth $16M (+0.43% of its 13F portfolio) as of Q1 2026, up from 116.1K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
174.2K
% of Portfolio
+0.43%
Quarters Held
30
currently held

Position History TROW

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $5MQ2 ’22: $13MQ3 ’22: $15MQ4 ’22: $15MQ4 ’22Q1 ’23: $18MQ2 ’23: $18MQ3 ’23: $17MQ4 ’23: $13MQ4 ’23Q1 ’24: $22MQ2 ’24: $21MQ3 ’24: $20MQ4 ’24: $22MQ4 ’24Q1 ’25: $19MQ2 ’25: $13MQ3 ’25: $13MQ4 ’25: $12MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.2K$16M+0.43%
Q4 2025116.1K$12M+0.28%
Q3 2025124.6K$13M+0.32%
Q2 2025137.2K$13M+0.36%
Q1 2025209.8K$19M+0.60%
Q4 2024191.1K$22M+0.62%
Q3 2024186.3K$20M+0.55%
Q2 2024183.8K$21M+0.63%
Q1 2024178.6K$22M+0.67%
Q4 2023124.7K$13M+0.44%
Q3 2023166.3K$17M+0.67%
Q2 2023161.1K$18M+0.64%
Q1 2023158.8K$18M+0.73%
Q4 2022133.0K$15M+0.61%
Q3 2022145.8K$15M+0.80%
Q2 2022117.7K$13M+0.67%
Q1 202236.1K$5M+0.28%
Q4 20216.6K$1M+0.06%
Q3 20216.7K$1M+0.06%
Q2 202172.1K$14M+0.62%
Q1 202174.0K$13M+0.61%
Q4 202081.6K$12M+0.64%
Q3 202080.2K$10M+0.66%
Q2 202074.6K$9M+0.64%
Q1 202075.0K$7M+0.67%
Q4 201974.7K$9M+0.60%
Q3 201973.6K$8M+0.60%
Q2 201972.3K$8M+0.60%
Q1 201970.6K$7M+0.55%
Q4 201864.5K$6M+0.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grimes & Co Wealth Management, LLC’s full portfolio or all institutional holders of TROW.