Kidder Stephen W

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 21, 2026), Kidder Stephen W reported 75 stock positions worth $395.6 million. Its top holding was Apple (AAPL) at 10.0% of the portfolio, followed by Advanced Micro Devices (AMD, 7.2%) and Alphabet Class A (GOOGL, 6.7%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 23 and reduced 21. The biggest buy was Eli Lilly (LLY, shares +16%) and the biggest sale Fiserv (FISV, shares −78%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001314377
Portfolio Value
$395.6M (Q2 2026)
SEC Filing
0001314377-26-000008 ↗ filed Aug 21, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $313.3M Q1 2024 Q2 2024: $320.0M Q2 2024 Q3 2024: $338.5M Q3 2024 Q4 2024: $332.3M Q4 2024 Q1 2025: $320.8M Q1 2025 Q2 2025: $332.6M Q2 2025 Q3 2025: $348.9M Q3 2025 Q4 2025: $354.7M Q4 2025 Q1 2026: $340.1M Q1 2026 Q2 2026: $395.6M $395.6M Q2 2026

Holdings 75 stocks · $395.6M
AAPL Apple Inc. 9.98% 136,410 $39.5M Reduce -0.8%
AMD Advanced Micro Devices 7.17% 48,845 $28.4M Reduce -9.9%
GOOGL Alphabet Inc. Class A 6.73% 74,451 $26.6M Reduce -3.9%
NVDA Nvidia Corp. 4.31% 85,225 $17.1M Reduce -0.7%
ADI Analog Devices Inc. 4.30% 42,788 $17.0M Reduce -5.4%
JNJ Johnson & Johnson 4.28% 66,643 $16.9M Add +0.1%
AMAT Applied Materials Inc. 4.02% 22,000 $15.9M Reduce -1.2%
AMZN Amazon.com Inc. 3.86% 64,036 $15.3M Add +0.3%
MSFT Microsoft Corp. 3.40% 36,020 $13.4M Add +2.9%
MA Mastercard Inc. Class A 3.30% 25,433 $13.1M Add +1.1%
RTX RTX Corp. 3.13% 65,321 $12.4M Reduce -0.2%
ROK Rockwell Automation Inc. 2.95% 23,597 $11.7M Add +0.5%
ADP Automatic Data Processing 2.84% 50,181 $11.2M Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.70% 70,440 $10.7M Add +0.2%
HD Home Depot Inc. 2.52% 28,217 $10.0M Add +1.1%
SBGSY Schneider Elect SE-Unsp ADR 2.36% 142,926 $9.3M Add +0.8%
LLY Eli Lilly & Co. 2.34% 7,715 $9.3M Add +15.8%
PG The Procter & Gamble Co. 2.28% 61,507 $9.0M Add +0.6%
ABT Abbott Laboratories 2.06% 89,959 $8.2M Add +0.3%
VRTX Vertex Pharmaceuticals Inc. 1.83% 14,603 $7.3M Add +14.8%
ATR Aptargroup Inc. 1.80% 56,968 $7.1M Reduce -6.7%
DHR Danaher Corp. 1.69% 35,014 $6.7M Reduce -2.2%
XYL Xylem Inc. 1.47% 49,145 $5.8M Add +0.5%
CVX Chevron Corp. 1.43% 34,120 $5.7M Add +0.6%
AXP American Express Co. 1.34% 15,684 $5.3M Add +14.2%
AVGO Broadcom Inc. 1.28% 13,438 $5.1M Add +28.5%
CNI Canadian Natl Railway Co. 1.19% 39,510 $4.7M Reduce -4.7%
DE Deere & Co. 1.05% 6,540 $4.1M Reduce -0.1%
UBER Uber Technologies Inc. 0.97% 53,095 $3.8M Reduce -3.6%
SCHW Schwab (charles) Corp. 0.91% 38,865 $3.6M Add +1.4%
JPM JPMorgan Chase & Co. 0.81% 9,803 $3.2M No change
ABBV Abbvie Inc. 0.79% 12,496 $3.1M Add +0.1%
XOM Exxon Mobil Corp. 0.71% 20,547 $2.8M Reduce -0.4%
INTC Intel Corp. 0.69% 19,485 $2.7M No change
WCN Waste Connections Inc. 0.61% 14,525 $2.4M Add +61.8%
NEE Nextera Energy Inc. 0.54% 24,400 $2.1M Add +148.3%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 3,666 $1.8M No change
BAC Bank of America Corp. 0.44% 30,265 $1.7M No change
WMT Walmart Inc. 0.33% 11,440 $1.3M No change
MRK Merck & Co. Inc. 0.31% 9,608 $1.2M No change
BA The Boeing Co. 0.31% 5,600 $1.2M No change
PEP Pepsico Inc. 0.30% 8,833 $1.2M Reduce -4.4%
UNP Union Pacific Corp. 0.27% 3,920 $1.1M No change
GOOG Alphabet Inc. Class C 0.24% 2,675 $945K Reduce -5.3%
DRAM Roundhill Memory ETF 0.23% 12,450 $919K New
MMM 3M Co. 0.23% 5,562 $901K No change
GS Goldman Sachs Group Inc. 0.20% 795 $804K Reduce -3.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 1,075 $803K No change
GAUAX Gabelli Utilities-A 0.18% 138,714 $702K No change
KO The Coca-Cola Co. 0.18% 8,600 $699K No change
FISV Fiserv Inc. 0.16% 13,266 $651K Reduce -78.3%
GEV GE Vernova Inc. 0.16% 551 $647K No change
SYK Stryker Corp. 0.15% 1,861 $586K No change
D Dominion Energy Inc. 0.14% 8,157 $557K No change
CP Canadian Pacific Kansas City 0.14% 6,180 $535K Add +43.4%
GE General Electric filed as GE AEROSPACE 0.12% 1,315 $491K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.11% 230 $451K New
IVV iShares Core S&P 500 ETF 0.11% 600 $449K No change
COST Costco Wholesale Corp. 0.11% 462 $432K Reduce -5.1%
STT State Street Corp. 0.11% 2,525 $428K No change
CARR Carrier Global Corp. 0.11% 5,680 $417K Reduce -52.8%
BR Broadridge Financial Solutio 0.10% 2,950 $404K No change
CSCO Cisco Systems Inc. 0.10% 3,380 $397K No change
V Visa Inc. Class A 0.09% 1,090 $374K No change
RSP Invesco S&P 500 Equal Weight 0.09% 1,600 $340K Reduce -33.8%
VZ Verizon Communications Inc. 0.08% 7,700 $326K No change
APD Air Products & Chemicals Inc. 0.08% 1,100 $322K No change
META Meta Platforms Inc. Class A 0.08% 571 $322K Add +21.2%
BNY Bank of New York Mellon Corp. 0.07% 2,000 $289K No change
UNH Unitedhealth Group Inc. 0.07% 675 $281K Reduce -91.9%
VFIAX Vanguard 500 Index-Adm 0.07% 375 $259K No change
BMY Bristol-Myers Squibb Co. 0.06% 4,100 $236K No change
EMR Emerson Electric Co. 0.06% 1,525 $218K New
AMGN Amgen Inc. 0.05% 595 $215K No change
AREHF Australian Rare Earths Ltd. 0.05% 2,700,000 $196K No change

Portfolio Sells Q1 2026 → Q2 2026
FISV Fiserv Inc. Reduce -78.3% 0.16% −0.84
UNH Unitedhealth Group Inc. Reduce -91.9% 0.07% −0.59
RTX RTX Corp. Reduce -0.2% 3.13% −0.58
ATR Aptargroup Inc. Reduce -6.7% 1.80% −0.46
XOM Exxon Mobil Corp. Reduce -0.4% 0.71% −0.32
DHR Danaher Corp. Reduce -2.2% 1.69% −0.31
AAPL Apple Inc. Reduce -0.8% 9.98% −0.28
UBER Uber Technologies Inc. Reduce -3.6% 0.97% −0.20
PEP Pepsico Inc. Reduce -4.4% 0.30% −0.12
CARR Carrier Global Corp. Reduce -52.8% 0.11% −0.09
NVDA Nvidia Corp. Reduce -0.7% 4.31% −0.09
GILD Gilead Sciences Inc. Sold out 0.00% −0.06
NSRGY Nestle SA-Spons ADR Sold out 0.00% −0.06
LMT Lockheed Martin Corp. Sold out 0.00% −0.06
CNI Canadian Natl Railway Co. Reduce -4.7% 1.19% −0.06
GRAPHITE ONE INC COM Sold out 0.00% −0.06
RSP Invesco S&P 500 Equal Weight Reduce -33.8% 0.09% −0.05
DE Deere & Co. Reduce -0.1% 1.05% −0.04
COST Costco Wholesale Corp. Reduce -5.1% 0.11% −0.03
GS Goldman Sachs Group Inc. Reduce -3.0% 0.20% −0.00
GOOG Alphabet Inc. Class C Reduce -5.3% 0.24% +0.00
ADI Analog Devices Inc. Reduce -5.4% 4.30% +0.07
GOOGL Alphabet Inc. Class A Reduce -3.9% 6.73% +0.17
AMAT Applied Materials Inc. Reduce -1.2% 4.02% +1.78
AMD Advanced Micro Devices Reduce -9.9% 7.17% +3.93

Portfolio Buys Q1 2026 → Q2 2026
LLY Eli Lilly & Co. Add +15.8% 2.34% +0.54
ROK Rockwell Automation Inc. Add +0.5% 2.95% +0.48
AVGO Broadcom Inc. Add +28.5% 1.28% +0.33
NEE Nextera Energy Inc. Add +148.3% 0.54% +0.27
DRAM Roundhill Memory ETF New 0.23% +0.23
WCN Waste Connections Inc. Add +61.8% 0.61% +0.18
VRTX Vertex Pharmaceuticals Inc. Add +14.8% 1.83% +0.16
AXP American Express Co. Add +14.2% 1.34% +0.12
ASML ASML Holding NV-NY Reg SHS New 0.11% +0.11
SBGSY Schneider Elect SE-Unsp ADR Add +0.8% 2.36% +0.09
EMR Emerson Electric Co. New 0.06% +0.06
CP Canadian Pacific Kansas City Add +43.4% 0.14% +0.04
META Meta Platforms Inc. Class A Add +21.2% 0.08% +0.00
ABBV Abbvie Inc. Add +0.1% 0.79% −0.00
AMZN Amazon.com Inc. Add +0.3% 3.86% −0.05
SCHW Schwab (charles) Corp. Add +1.4% 0.91% −0.15
ADP Automatic Data Processing Add +0.1% 2.84% −0.15
HD Home Depot Inc. Add +1.1% 2.52% −0.18
XYL Xylem Inc. Add +0.5% 1.47% −0.25
PG The Procter & Gamble Co. Add +0.6% 2.28% −0.32
MA Mastercard Inc. Class A Add +1.1% 3.30% −0.39
MSFT Microsoft Corp. Add +2.9% 3.40% −0.41
JNJ Johnson & Johnson Add +0.1% 4.28% −0.50
TJX TJX Companies Inc. Add +0.2% 2.70% −0.60
CVX Chevron Corp. Add +0.6% 1.43% −0.63
ABT Abbott Laboratories Add +0.3% 2.06% −0.64

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 75$395.6MAAPL, AMD, GOOGL, NVDA, ADI
Q1 2026 76$340.1MAAPL, GOOGL, JNJ, NVDA, ADI
Q4 2025 73$354.7MAAPL, GOOGL, MSFT, NVDA, AMZN
Q3 2025 73$348.9MAAPL, GOOGL, MSFT, NVDA, ADP
Q2 2025 74$332.6MAAPL, MSFT, ADP, GOOGL, NVDA
Q1 2025 70$320.8MAAPL, ADP, FISV, MA, GOOGL
Q4 2024 70$332.3MAAPL, GOOGL, ADP, FISV, MA
Q3 2024 73$338.5MAAPL, ADP, GOOGL, MSFT, MA
Q2 2024 71$320.0MAAPL, GOOGL, MSFT, ADP, NVDA
Q1 2024 72$313.3MAAPL, MSFT, ADP, GOOGL, MA