Fiduciary Trust Co
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Fiduciary Trust Co reported 816 stock positions worth $7.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.6% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 6.7%) and TJX Companies (TJX, 4.6%). Compared with Q4 2024, it opened 150 new positions, sold out of 21, added to 334 and reduced 247. The biggest buy was a new position in Rockefeller Global Eqty ETF (RGEF) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0000035442
- Portfolio Value
- $7.6B (Q1 2025)
- SEC Filing
- 0001140361-25-019049 ↗ filed May 15, 2025
Holdings Value
Holdings 816 stocks · $7.6B
| IVV iShares Core S&P 500 ETF | 11.64% | 1,581,384 | $888.6M | Add +1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 6.72% | 643 | $513.4M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.64% | 2,905,846 | $353.9M | Add +0.5% |
| AAPL Apple Inc. | 4.61% | 1,585,247 | $352.1M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.18% | 4,218,245 | $319.1M | Reduce -1.9% |
| CPNG Coupang Inc. | 3.73% | 12,974,117 | $284.5M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 3.41% | 5,118,840 | $260.2M | Reduce -2.4% |
| MSFT Microsoft Corp. | 3.33% | 677,956 | $254.5M | Add +1.0% |
| EPS Wisdomtree US Large Cap Fund | 1.87% | 2,414,935 | $143.2M | Add +6.8% |
| EIPX FT Energy Inc. Partners Strat | 1.84% | 5,394,874 | $140.5M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.56% | 627,026 | $119.3M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.55% | 763,112 | $118.0M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 1.45% | 1,895,732 | $110.6M | Add +1.8% |
| HD Home Depot Inc. | 1.14% | 237,048 | $86.9M | Add +19.2% |
| RSP Invesco S&P 500 Equal Weight | 1.13% | 500,139 | $86.6M | Reduce -16.1% |
| JPM JPMorgan Chase & Co. | 1.09% | 339,042 | $83.2M | Add +3.0% |
| ESGU iShares ESG Aware MSCI USA | 1.06% | 661,128 | $80.6M | Add +19.4% |
| NVDA Nvidia Corp. | 0.99% | 697,912 | $75.6M | Add +8.6% |
| XOM Exxon Mobil Corp. | 0.97% | 623,753 | $74.2M | Add +2.9% |
| ABBV Abbvie Inc. | 0.90% | 328,556 | $68.8M | Add +8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 119,516 | $63.7M | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.82% | 367,983 | $62.7M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.79% | 386,616 | $60.4M | Add +4.6% |
| AVGO Broadcom Inc. | 0.78% | 357,274 | $59.8M | Add +1.4% |
| JNJ Johnson & Johnson | 0.74% | 342,448 | $56.8M | Add +10.9% |
| KBWB Invesco KBW Bank ETF | 0.71% | 862,544 | $54.1M | Add +15.7% |
| ABT Abbott Laboratories | 0.65% | 374,786 | $49.7M | Add +21.4% |
| V Visa Inc. Class A | 0.65% | 141,103 | $49.5M | Add +4.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.64% | 926,852 | $48.5M | Reduce -8.5% |
| IJR iShares Core S&P Small-Cap E | 0.63% | 459,952 | $48.1M | Add +0.7% |
| CBT Cabot Corp. | 0.60% | 554,395 | $46.1M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.58% | 85,908 | $44.1M | Add +0.7% |
| ESGD iShares Trust iShares ESG Aw | 0.57% | 531,916 | $43.5M | Add +1.3% |
| MS Morgan Stanley | 0.56% | 364,152 | $42.5M | Add +3.3% |
| COST Costco Wholesale Corp. | 0.54% | 43,633 | $41.3M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.53% | 449,179 | $40.3M | Add +8.0% |
| UNH Unitedhealth Group Inc. | 0.50% | 73,138 | $38.3M | Add +4.7% |
| PEP Pepsico Inc. | 0.49% | 251,789 | $37.8M | Reduce -5.9% |
| ESML iShares ESG Aware MSCI USA S | 0.49% | 973,329 | $37.4M | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.47% | 586,995 | $36.2M | Add +4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 66,226 | $33.0M | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 0.42% | 291,309 | $32.1M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.41% | 100,810 | $31.5M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.41% | 57,412 | $31.5M | Add +10.0% |
| ADP Automatic Data Processing | 0.41% | 101,565 | $31.0M | Reduce -0.9% |
| KLAC KLA Corp. | 0.40% | 44,442 | $30.2M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 51,089 | $28.6M | Add +2.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.37% | 533,659 | $28.0M | Add +20.5% |
| CTRA Coterra Energy Inc. | 0.36% | 955,613 | $27.6M | Reduce -4.4% |
| RTX RTX Corp. | 0.33% | 189,556 | $25.1M | Reduce -1.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 481,169 | $24.5M | Reduce -29.5% |
| AXP American Express Co. | 0.31% | 88,374 | $23.8M | Add +0.3% |
| UNP Union Pacific Corp. | 0.31% | 99,775 | $23.6M | Reduce -2.4% |
| CVX Chevron Corp. | 0.31% | 139,828 | $23.4M | Reduce -12.2% |
| APH Amphenol Corp. Class A | 0.30% | 353,008 | $23.2M | Add +7.4% |
| ORCL Oracle Corp. | 0.30% | 164,283 | $23.0M | Add +0.6% |
| RGEF Rockefeller Global Eqty ETF | 0.30% | 898,395 | $22.8M | New |
| CAT Caterpillar Inc. | 0.28% | 65,046 | $21.5M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.27% | 295,166 | $20.9M | Add +0.9% |
| ITW Illinois Tool Works | 0.27% | 82,320 | $20.4M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.25% | 33,038 | $19.0M | Add +7.5% |
| SPGI S&P Global Inc. | 0.23% | 35,132 | $17.9M | Add +8.2% |
| VGT Vanguard Info Tech ETF | 0.23% | 32,506 | $17.6M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 385,199 | $17.4M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 70,062 | $17.4M | Add +27.4% |
| MTD Mettler-Toledo International | 0.23% | 14,672 | $17.3M | Reduce -4.2% |
| AMGN Amgen Inc. | 0.22% | 54,247 | $16.9M | Add +4.5% |
| EMR Emerson Electric Co. | 0.22% | 153,981 | $16.9M | Add +3.0% |
| EFA iShares MSCI Eafe ETF | 0.22% | 204,669 | $16.7M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.21% | 29,950 | $16.4M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.21% | 95,368 | $16.3M | Add +1.2% |
| IWN iShares Russell 2000 Value E | 0.21% | 105,285 | $15.9M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.21% | 67,660 | $15.8M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.20% | 215,802 | $15.5M | Add +4.7% |
| LIN Linde PLC | 0.20% | 32,860 | $15.3M | Add +4.1% |
| SYK Stryker Corp. | 0.20% | 40,455 | $15.1M | Add +24.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.19% | 143,468 | $14.7M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.19% | 56,783 | $14.4M | Add +0.7% |
| ADI Analog Devices Inc. | 0.19% | 71,072 | $14.3M | Add +13.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 51,863 | $14.3M | Reduce -66.9% |
| FAST Fastenal Co. | 0.18% | 179,286 | $13.9M | Add +6.5% |
| STT State Street Corp. | 0.18% | 152,725 | $13.7M | Reduce -0.4% |
| HON Honeywell International Inc. | 0.18% | 64,178 | $13.6M | Reduce -0.3% |
| AMT American Tower Corp. | 0.18% | 62,315 | $13.6M | Add +2.8% |
| ACN Accenture PLC Class A | 0.18% | 42,952 | $13.4M | Add +5.2% |
| GLD SPDR Gold Shares | 0.17% | 45,758 | $13.2M | Add +8.4% |
| WMT Walmart Inc. | 0.17% | 147,318 | $12.9M | Add +10.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 354,907 | $12.4M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.16% | 45,790 | $12.3M | Add +1.2% |
| MUB iShares National Muni Bond E | 0.16% | 115,750 | $12.2M | Add +1.4% |
| ORLY O'reilly Automotive Inc. | 0.16% | 8,499 | $12.2M | Reduce -1.4% |
| IGV iShares Expanded Tech-Softwa | 0.16% | 135,579 | $12.1M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 121,602 | $12.0M | Reduce -5.3% |
| CL Colgate-Palmolive Co. | 0.16% | 128,066 | $12.0M | Reduce -7.5% |
| APD Air Products & Chemicals Inc. | 0.16% | 40,228 | $11.9M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.16% | 38,666 | $11.9M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.15% | 167,195 | $11.6M | Reduce -15.4% |
| DHR Danaher Corp. | 0.15% | 55,640 | $11.4M | Add +12.4% |
| VGK Vanguard Ftse Europe ETF | 0.14% | 150,633 | $10.6M | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 0.14% | 373,878 | $10.5M | Reduce -20.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $358K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 7,500 | $358K | New |
Total filed on the 13F, all lines: $7.6B.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.3% | 4.61% | −0.64 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -66.9% | 0.19% | −0.41 |
| RSP Invesco S&P 500 Equal Weight | Reduce -16.1% | 1.13% | −0.24 |
| VXUS Vanguard Total Intl Stock | Reduce -92.3% | 0.02% | −0.17 |
| JMST JPM Ultra-Short Muni Income | Reduce -29.5% | 0.32% | −0.14 |
| CPNG Coupang Inc. | Reduce -1.6% | 3.73% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -41.2% | 0.13% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -15.4% | 0.15% | −0.07 |
| GEV GE Vernova Inc. | Reduce -34.1% | 0.11% | −0.07 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.9% | 0.49% | −0.06 |
| ANET Arista Networks Inc. | Reduce -4.9% | 0.12% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.5% | 0.64% | −0.06 |
| ADBE Adobe Inc. | Reduce -20.4% | 0.10% | −0.04 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.49% | −0.04 |
| APLS Apellis Pharmaceuticals Inc. | Reduce -11.5% | 0.06% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -0.2% | 0.23% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -41.7% | 0.05% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.9% | 0.14% | −0.03 |
| DIS The Walt Disney Co. | Reduce -5.3% | 0.16% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -1.9% | 0.03% | −0.03 |
| NKE Nike Inc. Class B | Reduce -9.8% | 0.08% | −0.03 |
| TSLA Tesla Inc. | Reduce -8.8% | 0.03% | −0.03 |
| INBK First Internet Bancorp | Reduce -2.2% | 0.06% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.43% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -1.4% | 0.21% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.9% | 0.16% | −0.02 |
| ZTS Zoetis Inc. | Reduce -18.7% | 0.10% | −0.02 |
| MTD Mettler-Toledo International | Reduce -4.2% | 0.23% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -68.2% | 0.01% | −0.02 |
| STT State Street Corp. | Reduce -0.4% | 0.18% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.3% | 0.19% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.18% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -1.5% | 0.01% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.21% | −0.01 |
| TBLL Invesco Short Term Treasury | Sold out | 0.00% | −0.01 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -16.7% | 0.02% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -9.6% | 0.03% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -2.9% | 0.07% | −0.01 |
| NVR NVR Inc. | Sold out | 0.00% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.8% | 0.27% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -0.2% | 0.08% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 0.10% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -28.7% | 0.02% | −0.01 |
| AMLP Alerian MLP ETF | Reduce -43.1% | 0.02% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -61.0% | 0.00% | −0.01 |
| SYY Sysco Corp. | Reduce -11.3% | 0.06% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -7.5% | 0.16% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -1.5% | 0.13% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 0.09% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| RGEF Rockefeller Global Eqty ETF | New | 0.30% | +0.30 |
| ABT Abbott Laboratories | Add +21.4% | 0.65% | +0.19 |
| ABBV Abbvie Inc. | Add +8.3% | 0.90% | +0.19 |
| JNJ Johnson & Johnson | Add +10.9% | 0.74% | +0.15 |
| HD Home Depot Inc. | Add +19.2% | 1.14% | +0.12 |
| ESGU iShares ESG Aware MSCI USA | Add +19.4% | 1.06% | +0.11 |
| XOM Exxon Mobil Corp. | Add +2.9% | 0.97% | +0.11 |
| EIPX FT Energy Inc. Partners Strat | Add +0.0% | 1.84% | +0.09 |
| V Visa Inc. Class A | Add +4.2% | 0.65% | +0.08 |
| AR Antero Resources Corp. | New | 0.07% | +0.07 |
| IBM Intl Business Machines Corp. | Add +27.4% | 0.23% | +0.07 |
| KBWB Invesco KBW Bank ETF | Add +15.7% | 0.71% | +0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +20.5% | 0.37% | +0.07 |
| JAZZ Jazz Pharmaceuticals PLC | Add +580.3% | 0.07% | +0.06 |
| UL Unilever PLC | Add +137.0% | 0.09% | +0.05 |
| MA Mastercard Inc. Class A | Add +10.0% | 0.41% | +0.05 |
| EPS Wisdomtree US Large Cap Fund | Add +6.8% | 1.87% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 1.09% | +0.05 |
| PSQ Proshares Short QQQ | New | 0.05% | +0.05 |
| SYK Stryker Corp. | Add +24.8% | 0.20% | +0.04 |
| AMGN Amgen Inc. | Add +4.5% | 0.22% | +0.04 |
| ESGD iShares Trust iShares ESG Aw | Add +1.3% | 0.57% | +0.04 |
| PM Philip Morris International | Add +35.5% | 0.09% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +31.2% | 0.11% | +0.04 |
| GLD SPDR Gold Shares | Add +8.4% | 0.17% | +0.04 |
| CSCO Cisco Systems Inc. | Add +4.8% | 0.47% | +0.04 |
| KMB Kimberly-Clark Corp. | Add +179.8% | 0.05% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +4.7% | 0.50% | +0.04 |
| KO The Coca-Cola Co. | Add +4.7% | 0.20% | +0.03 |
| PULS Pgim Ultra Short Bond ETF | New | 0.03% | +0.03 |
| AMT American Tower Corp. | Add +2.8% | 0.18% | +0.03 |
| UBER Uber Technologies Inc. | Add +565.9% | 0.03% | +0.03 |
| WM Waste Management Inc. | Add +57.1% | 0.07% | +0.03 |
| FISV Fiserv Inc. | Add +25.0% | 0.11% | +0.03 |
| MDT Medtronic PLC | Add +58.0% | 0.06% | +0.03 |
| LIN Linde PLC | Add +4.1% | 0.20% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +396.9% | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +58.8% | 0.06% | +0.02 |
| VZ Verizon Communications Inc. | Add +30.2% | 0.08% | +0.02 |
| AIRR First Trust Rba American Ind | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +0.5% | 4.64% | +0.02 |
| WSO Watsco Inc. | Add +31.5% | 0.08% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Add +19.9% | 0.09% | +0.02 |
| FAST Fastenal Co. | Add +6.5% | 0.18% | +0.02 |
| XYL Xylem Inc. | Add +70.7% | 0.05% | +0.02 |
| NYT New York Times Co. Class A | Add +232.0% | 0.03% | +0.02 |
| RELX Relx PLC - Spon ADR | Add +633.3% | 0.03% | +0.02 |
| B Barrick Gold Corp. | Add +642.4% | 0.02% | +0.02 |
| ATR Aptargroup Inc. | Add +372.3% | 0.03% | +0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Add +181.2% | 0.03% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | New | 7,500 | $358K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |