Fiduciary Trust Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Fiduciary Trust Co reported 687 stock positions worth $7.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.2% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.8%) and Apple (AAPL, 5.3%). Compared with Q3 2024, it opened 58 new positions, sold out of 25, added to 284 and reduced 228. The biggest buy was Berkshire Hathaway Class A (BRK.A, shares +6340%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0000035442
- Portfolio Value
- $7.6B (Q4 2024)
- SEC Filing
- 0001140361-25-004621 ↗ filed Feb 14, 2025
Holdings Value
Holdings 687 stocks · $7.6B
| IVV iShares Core S&P 500 ETF | 12.16% | 1,564,951 | $921.3M | Add +1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.79% | 644 | $438.5M | Add +6340.0% |
| AAPL Apple Inc. | 5.25% | 1,589,393 | $398.0M | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.61% | 2,891,186 | $349.3M | Add +5.3% |
| IEFA iShares Core MSCI Eafe ETF | 3.99% | 4,302,214 | $302.4M | Add +2.2% |
| CPNG Coupang Inc. | 3.83% | 13,186,940 | $289.8M | Add +0.1% |
| MSFT Microsoft Corp. | 3.74% | 671,373 | $283.0M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 3.31% | 5,243,444 | $250.7M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.88% | 751,833 | $142.3M | Add +1.1% |
| EPS Wisdomtree US Large Cap Fund | 1.83% | 2,260,703 | $138.3M | Add +5.9% |
| AMZN Amazon.com Inc. | 1.80% | 620,250 | $136.1M | Add +1.6% |
| EIPX FT Energy Inc. Partners Strat | 1.75% | 5,394,797 | $132.2M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 1.53% | 1,863,042 | $116.1M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 1.38% | 596,233 | $104.5M | Reduce -12.8% |
| NVDA Nvidia Corp. | 1.14% | 642,791 | $86.3M | Add +3.9% |
| AVGO Broadcom Inc. | 1.08% | 352,427 | $81.7M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.04% | 329,292 | $78.9M | Add +2.6% |
| HD Home Depot Inc. | 1.02% | 198,822 | $77.3M | Reduce -1.4% |
| ESGU iShares ESG Aware MSCI USA | 0.94% | 553,899 | $71.4M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.93% | 369,582 | $70.4M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.86% | 606,468 | $65.2M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.82% | 372,684 | $62.5M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 123,107 | $55.8M | Add +0.1% |
| ABBV Abbvie Inc. | 0.71% | 303,279 | $53.9M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.69% | 456,559 | $52.6M | Reduce -1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.69% | 1,012,509 | $52.3M | Reduce -20.9% |
| CBT Cabot Corp. | 0.67% | 554,385 | $50.6M | Add +0.1% |
| KBWB Invesco KBW Bank ETF | 0.64% | 745,392 | $48.7M | Add +61.1% |
| VOO Vanguard S&P 500 ETF | 0.61% | 85,295 | $46.0M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 156,666 | $45.4M | Add +9.5% |
| JNJ Johnson & Johnson | 0.59% | 308,857 | $44.7M | Reduce -2.0% |
| MS Morgan Stanley | 0.59% | 352,679 | $44.3M | Reduce -3.7% |
| V Visa Inc. Class A | 0.56% | 135,392 | $42.8M | Add +1.1% |
| ESML iShares ESG Aware MSCI USA S | 0.55% | 992,461 | $41.7M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.55% | 415,899 | $41.4M | Reduce -3.1% |
| PEP Pepsico Inc. | 0.54% | 267,679 | $40.7M | Reduce -7.8% |
| ESGD iShares Trust iShares ESG Aw | 0.53% | 524,932 | $40.0M | Add +5.8% |
| COST Costco Wholesale Corp. | 0.52% | 43,204 | $39.6M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.47% | 69,828 | $35.3M | Add +1.1% |
| ABT Abbott Laboratories | 0.46% | 308,627 | $34.9M | Add +2.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.46% | 682,936 | $34.6M | Reduce -30.1% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 66,312 | $34.5M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.44% | 560,281 | $33.2M | Reduce -2.7% |
| CHD Church & Dwight Co. Inc. | 0.42% | 303,076 | $31.7M | Reduce -1.9% |
| ADP Automatic Data Processing | 0.40% | 102,517 | $30.0M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 50,072 | $29.3M | Add +0.9% |
| MCD McDonald's Corp. | 0.39% | 101,058 | $29.3M | Reduce -0.8% |
| KLAC KLA Corp. | 0.38% | 45,257 | $28.5M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.36% | 52,206 | $27.5M | Add +4.3% |
| ORCL Oracle Corp. | 0.36% | 163,362 | $27.2M | Add +3.6% |
| AXP American Express Co. | 0.35% | 88,136 | $26.2M | Add +0.1% |
| CTRA Coterra Energy Inc. | 0.34% | 999,168 | $25.5M | Add +0.0% |
| UNP Union Pacific Corp. | 0.31% | 102,213 | $23.3M | Add +2.8% |
| CAT Caterpillar Inc. | 0.31% | 64,184 | $23.3M | Add +2.5% |
| CVX Chevron Corp. | 0.30% | 159,172 | $23.1M | Reduce -5.1% |
| APH Amphenol Corp. Class A | 0.30% | 328,781 | $22.8M | Reduce -0.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.30% | 442,941 | $22.8M | Add +135.2% |
| RTX RTX Corp. | 0.29% | 193,030 | $22.3M | Add +1.1% |
| ITW Illinois Tool Works | 0.28% | 82,969 | $21.0M | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.28% | 292,469 | $21.0M | Reduce -1.1% |
| VGT Vanguard Info Tech ETF | 0.27% | 32,566 | $20.2M | Add +23.8% |
| MTD Mettler-Toledo International | 0.25% | 15,318 | $18.7M | Reduce -1.8% |
| EMR Emerson Electric Co. | 0.24% | 149,429 | $18.5M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 0.24% | 30,727 | $18.0M | Add +5.7% |
| IWN iShares Russell 2000 Value E | 0.23% | 106,734 | $17.5M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.23% | 94,264 | $17.2M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 387,278 | $17.1M | Reduce -1.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 197,566 | $17.0M | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.22% | 29,499 | $16.9M | Add +5.6% |
| LOW Lowe's Cos Inc. | 0.22% | 67,706 | $16.7M | Reduce -3.2% |
| SPGI S&P Global Inc. | 0.21% | 32,484 | $16.2M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 126,381 | $16.1M | Reduce -3.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 143,966 | $15.9M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.21% | 206,373 | $15.6M | Add +21.5% |
| CRM Salesforce Inc. | 0.20% | 45,238 | $15.1M | Add +3.8% |
| STT State Street Corp. | 0.20% | 153,371 | $15.1M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.19% | 64,360 | $14.5M | Add +10.5% |
| ACN Accenture PLC Class A | 0.19% | 40,827 | $14.4M | Reduce -2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 128,442 | $14.3M | Reduce -1.8% |
| VXUS Vanguard Total Intl Stock | 0.19% | 241,319 | $14.2M | Add +0.5% |
| IGV iShares Expanded Tech-Softwa | 0.18% | 136,823 | $13.7M | Reduce -0.7% |
| ANET Arista Networks Inc. | 0.18% | 123,885 | $13.7M | Reduce -1.3% |
| AMGN Amgen Inc. | 0.18% | 51,890 | $13.5M | Reduce -2.6% |
| GEV GE Vernova Inc. | 0.18% | 40,961 | $13.5M | Add +7.2% |
| ADI Analog Devices Inc. | 0.18% | 62,634 | $13.3M | Add +0.6% |
| LIN Linde PLC | 0.17% | 31,577 | $13.2M | Add +1.7% |
| ECL Ecolab Inc. | 0.17% | 56,395 | $13.2M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 472,724 | $12.9M | Reduce -38.3% |
| KO The Coca-Cola Co. | 0.17% | 206,100 | $12.8M | Add +1.4% |
| CL Colgate-Palmolive Co. | 0.17% | 138,518 | $12.6M | Add +2.0% |
| IWB iShares Russell 1000 ETF | 0.16% | 38,610 | $12.4M | No change |
| MUB iShares National Muni Bond E | 0.16% | 114,101 | $12.2M | Reduce -0.2% |
| FAST Fastenal Co. | 0.16% | 168,324 | $12.1M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 54,973 | $12.1M | Add +3.1% |
| WMT Walmart Inc. | 0.16% | 132,958 | $12.0M | Add +4.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 357,354 | $11.9M | Add +1.7% |
| SYK Stryker Corp. | 0.15% | 32,415 | $11.7M | Add +2.6% |
| APD Air Products & Chemicals Inc. | 0.15% | 40,140 | $11.6M | Reduce -3.0% |
| DHR Danaher Corp. | 0.15% | 49,494 | $11.4M | Reduce -1.1% |
| AMT American Tower Corp. | 0.15% | 60,607 | $11.1M | Add +1.5% |
Portfolio Sells Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Reduce -1.3% | 3.31% | −0.61 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.8% | 1.38% | −0.33 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -20.9% | 0.69% | −0.25 |
| JMST JPM Ultra-Short Muni Income | Reduce -30.1% | 0.46% | −0.24 |
| PEP Pepsico Inc. | Reduce -7.8% | 0.54% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.86% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.55% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -38.3% | 0.17% | −0.13 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.59% | −0.12 |
| HD Home Depot Inc. | Reduce -1.4% | 1.02% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.46% | −0.12 |
| KLAC KLA Corp. | Reduce -0.7% | 0.38% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.6% | 0.22% | −0.11 |
| MTD Mettler-Toledo International | Reduce -1.8% | 0.25% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.28% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 0.69% | −0.06 |
| AMGN Amgen Inc. | Reduce -2.6% | 0.18% | −0.06 |
| ADBE Adobe Inc. | Reduce -14.2% | 0.14% | −0.06 |
| CP Canadian Pacific Kansas City | Reduce -54.5% | 0.03% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -3.7% | 0.08% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.39% | −0.05 |
| NKE Nike Inc. Class B | Reduce -15.3% | 0.10% | −0.05 |
| DHR Danaher Corp. | Reduce -1.1% | 0.15% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -3.2% | 0.22% | −0.04 |
| PSA Public Storage | Reduce -1.5% | 0.14% | −0.04 |
| CVS CVS Health Corp. | Reduce -17.6% | 0.05% | −0.04 |
| CVX Chevron Corp. | Reduce -5.1% | 0.30% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.4% | 0.23% | −0.04 |
| ZTS Zoetis Inc. | Reduce -1.7% | 0.12% | −0.03 |
| ITW Illinois Tool Works | Reduce -2.7% | 0.28% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -1.9% | 0.42% | −0.03 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.3% | 0.55% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -19.0% | 0.07% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.61% | −0.03 |
| PFE Pfizer Inc. | Reduce -9.2% | 0.10% | −0.03 |
| SPGI S&P Global Inc. | Reduce -1.6% | 0.21% | −0.02 |
| ICLN iShares Global Clean Energy | Reduce -58.3% | 0.01% | −0.02 |
| TD Toronto-Dominion Bank | Reduce -9.7% | 0.06% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.9% | 0.21% | −0.02 |
| SNPS Synopsys Inc. | Reduce -35.5% | 0.03% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -4.0% | 0.10% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.07% | −0.02 |
| GD General Dynamics Corp. | Reduce -0.6% | 0.10% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -17.7% | 0.03% | −0.02 |
| EZU iShares MSCI Eurozone ETF | Reduce -0.3% | 0.12% | −0.02 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -73.3% | 0.01% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -0.8% | 0.23% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -37.6% | 0.03% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -1.4% | 0.09% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.A Berkshire Hathaway Inc. Class A | Add +6340.0% | 5.79% | +5.69 |
| KBWB Invesco KBW Bank ETF | Add +61.1% | 0.64% | +0.26 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.80% | +0.21 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +135.2% | 0.30% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.88% | +0.16 |
| TJX TJX Companies Inc. | Add +5.3% | 4.61% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 1.04% | +0.10 |
| NVDA Nvidia Corp. | Add +3.9% | 1.14% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.93% | +0.08 |
| FBTC Fidelity Wise Origin Bitcoin | Add +94.1% | 0.09% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +23.8% | 0.27% | +0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | Add +116.8% | 0.10% | +0.05 |
| V Visa Inc. Class A | Add +1.1% | 0.56% | +0.05 |
| GEV GE Vernova Inc. | Add +7.2% | 0.18% | +0.04 |
| EPS Wisdomtree US Large Cap Fund | Add +5.9% | 1.83% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.5% | 0.60% | +0.03 |
| CRM Salesforce Inc. | Add +3.8% | 0.20% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +5.6% | 0.22% | +0.03 |
| HON Honeywell International Inc. | Add +10.5% | 0.19% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +2.9% | 0.05% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +6.1% | 0.94% | +0.02 |
| TSLA Tesla Inc. | Add +5.4% | 0.06% | +0.02 |
| MA Mastercard Inc. Class A | Add +4.3% | 0.36% | +0.02 |
| BAC Bank of America Corp. | Add +12.0% | 0.12% | +0.02 |
| WMT Walmart Inc. | Add +4.0% | 0.16% | +0.01 |
| AXP American Express Co. | Add +0.1% | 0.35% | +0.01 |
| NEU Newmarket Corp. | Add +262.3% | 0.02% | +0.01 |
| HEDJ Wisdomtree Europe Hedged Equ | New | 0.01% | +0.01 |
| FISV Fiserv Inc. | Add +5.3% | 0.08% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +0.4% | 0.08% | +0.01 |
| LULU Lululemon Athletica Inc. | Add +4.5% | 0.03% | +0.01 |
| LNG Cheniere Energy Inc. | Add +14.2% | 0.04% | +0.01 |
| NFLX Netflix Inc. | Add +7.4% | 0.04% | +0.01 |
| HWM Howmet Aerospace Inc. | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +3.7% | 0.04% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +144.5% | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +21.5% | 0.21% | +0.01 |
| COST Costco Wholesale Corp. | Add +3.8% | 0.52% | +0.01 |
| BA The Boeing Co. | Add +83.8% | 0.01% | +0.01 |
| BND Vanguard Total Bond Market | New | 0.01% | +0.01 |
| BX Blackstone Inc. | Add +4.8% | 0.06% | +0.01 |
| GLD SPDR Gold Shares | Add +10.8% | 0.14% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.1% | 0.04% | +0.01 |
| JMSI JPM Sus Municipal Income | Add +43.0% | 0.02% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +1.7% | 0.23% | +0.01 |
| META Meta Platforms Inc. Class A | Add +5.7% | 0.24% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +15.7% | 0.03% | +0.01 |
| DDOG Datadog Inc. Class A | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 891 | $9.2B | IVV, BRK.A, IEFA, TJX, AAPL |
| Q1 2026 | 864 | $8.5B | IVV, BRK.A, TJX, IEFA, AAPL |
| Q4 2025 | 856 | $8.8B | IVV, BRK.A, TJX, AAPL, IEFA |
| Q3 2025 | 846 | $8.8B | IVV, BRK.A, TJX, CPNG, AAPL |
| Q2 2025 | 826 | $8.1B | IVV, BRK.A, CPNG, IEFA, TJX |
| Q1 2025 | 816 | $7.6B | IVV, BRK.A, TJX, AAPL, IEFA |
| Q4 2024 | 687 | $7.6B | IVV, BRK.A, AAPL, TJX, IEFA |
| Q3 2024 | 654 | $7.2B | IVV, AAPL, IEFA, CPNG, TJX |
| Q2 2024 | 629 | $6.7B | IVV, AAPL, TJX, MSFT, IEFA |
| Q1 2024 | 642 | $6.5B | IVV, MSFT, IEFA, TJX, AAPL |