Kidder Stephen W

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Kidder Stephen W reported 71 stock positions worth $320.0 million. Its top holding was Apple (AAPL) at 9.3% of the portfolio, followed by Alphabet Class A (GOOGL, 5.3%) and Microsoft (MSFT, 5.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 19 and reduced 29. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale an exit from Nike Class B (NKE).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001314377
Portfolio Value
$320.0M (Q2 2024)
SEC Filing
0001215208-24-000002 ↗ filed Aug 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $313.3M Q1 2024 Q2 2024: $320.0M $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 Q2 2026

Holdings 71 stocks · $320.0M
AAPL Apple Inc. 9.29% 141,097 $29.7M Add +0.1%
GOOGL Alphabet Inc. Class A 5.32% 93,413 $17.0M Reduce -2.0%
MSFT Microsoft Corp. 4.97% 35,568 $15.9M Reduce -0.8%
ADP Automatic Data Processing 4.31% 57,820 $13.8M Reduce -1.2%
NVDA Nvidia Corp. 4.21% 109,060 $13.5M Reduce -4.9%
MA Mastercard Inc. Class A 4.00% 29,041 $12.8M Reduce -0.6%
AMZN Amazon.com Inc. 3.82% 63,210 $12.2M Add +1.7%
FISV Fiserv Inc. 3.74% 80,379 $12.0M Reduce -2.3%
ADI Analog Devices Inc. 3.70% 51,871 $11.8M Reduce -4.5%
AMD Advanced Micro Devices 3.43% 67,689 $11.0M Reduce -2.9%
JNJ Johnson & Johnson 3.42% 74,979 $11.0M Add +0.5%
PG The Procter & Gamble Co. 3.14% 60,986 $10.1M Reduce -1.1%
ABT Abbott Laboratories 3.01% 92,559 $9.6M Add +1.1%
HD Home Depot Inc. 2.96% 27,529 $9.5M Add +0.9%
ATR Aptargroup Inc. 2.87% 65,263 $9.2M Add +0.6%
CNI Canadian Natl Railway Co. 2.85% 77,108 $9.1M Reduce -1.9%
DHR Danaher Corp. 2.82% 36,094 $9.0M Add +1.2%
RTX RTX Corp. 2.73% 86,921 $8.7M Add +0.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.59% 75,383 $8.3M Add +0.6%
ROK Rockwell Automation Inc. 2.53% 29,369 $8.1M Add +0.7%
UNH Unitedhealth Group Inc. 2.34% 14,693 $7.5M Add +5.6%
NSRGY Nestle SA-Spons ADR 2.20% 68,856 $7.1M Reduce -4.6%
XYL Xylem Inc. 2.12% 49,930 $6.8M Add +1.1%
CVX Chevron Corp. 1.69% 34,663 $5.4M Add +4.9%
SBGSY Schneider Elect SE-Unsp ADR 1.68% 111,640 $5.4M Add +24.2%
PEP Pepsico Inc. 1.41% 27,269 $4.5M Add +0.4%
CARR Carrier Global Corp. 0.98% 49,785 $3.1M Add +94.7%
BALL Ball Corp. 0.81% 43,395 $2.6M Add +110.3%
DE Deere & Co. 0.79% 6,770 $2.5M No change
XOM Exxon Mobil Corp. 0.79% 21,832 $2.5M No change
JPM JPMorgan Chase & Co. 0.71% 11,222 $2.3M No change
ABBV Abbvie Inc. 0.71% 13,216 $2.3M Reduce -0.8%
VRTX Vertex Pharmaceuticals Inc. 0.67% 4,559 $2.1M Add +695.6%
BRK.B Berkshire Hathaway Inc. Class B 0.54% 4,267 $1.7M No change
MDT Medtronic PLC 0.43% 17,415 $1.4M Reduce -12.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 30,440 $1.2M Reduce -0.4%
BA The Boeing Co. 0.37% 6,555 $1.2M No change
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.36% 16,300 $1.1M Add +21.0%
MRK Merck & Co. Inc. 0.35% 9,004 $1.1M Reduce -1.1%
BDX Becton Dickinson and Co. 0.33% 4,572 $1.1M Reduce -1.2%
UNP Union Pacific Corp. 0.33% 4,670 $1.1M Reduce -1.1%
WMT Walmart Inc. 0.32% 15,065 $1.0M Reduce -4.5%
MKC McCormick & Co.-Non VTG SHRS 0.28% 12,760 $905K New
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 1,550 $844K Reduce -6.1%
INTC Intel Corp. 0.24% 24,780 $767K Reduce -13.9%
GAUAX Gabelli Utilities-A 0.23% 138,714 $739K No change
GOOG Alphabet Inc. Class C 0.20% 3,550 $651K Reduce -1.4%
MMM 3M Co. 0.20% 6,200 $634K No change
SYK Stryker Corp. 0.19% 1,802 $613K No change
KO The Coca-Cola Co. 0.19% 9,480 $603K Reduce -1.0%
BR Broadridge Financial Solutio 0.19% 3,050 $601K No change
NVS Novartis AG-Sponsored ADR 0.17% 5,254 $559K Reduce -57.7%
IVV iShares Core S&P 500 ETF 0.15% 850 $465K No change
D Dominion Energy Inc. 0.14% 9,439 $463K No change
NOVOZYMES A S DKK 2.0 0.14% 7,175 $438K Reduce -7.4%
NVO Novo-Nordisk A/S-Spons ADR 0.13% 2,950 $421K Reduce -3.9%
GE General Electric filed as GE AEROSPACE 0.13% 2,527 $402K No change
GIS General Mills Inc. 0.12% 6,050 $383K No change
CVS CVS Health Corp. 0.12% 6,465 $382K Reduce -62.4%
GS Goldman Sachs Group Inc. 0.09% 670 $303K No change
APD Air Products & Chemicals Inc. 0.09% 1,100 $284K No change
V Visa Inc. Class A 0.08% 1,016 $267K No change
CB Chubb Ltd. 0.08% 1,036 $264K Reduce -2.8%
VZ Verizon Communications Inc. 0.08% 6,400 $264K No change
PAYX Paychex Inc. 0.08% 2,175 $258K No change
FIS Fidelity National Info Serv 0.07% 3,100 $234K No change
STT State Street Corp. 0.07% 2,950 $218K Reduce -16.9%
BMY Bristol-Myers Squibb Co. 0.07% 5,150 $214K Reduce -1.0%
COST Costco Wholesale Corp. 0.06% 241 $205K New
FAST Fastenal Co. 0.06% 3,230 $203K No change
VFIAX Vanguard 500 Index-Adm 0.06% 400 $201K New

Portfolio Sells Q1 2024 → Q2 2024
NKE Nike Inc. Class B Sold out 0.00% −1.02
AMD Advanced Micro Devices Reduce -2.9% 3.43% −0.59
MA Mastercard Inc. Class A Reduce -0.6% 4.00% −0.49
CNI Canadian Natl Railway Co. Reduce -1.9% 2.85% −0.46
FISV Fiserv Inc. Reduce -2.3% 3.74% −0.45
ADP Automatic Data Processing Reduce -1.2% 4.31% −0.35
CVS CVS Health Corp. Reduce -62.4% 0.12% −0.32
NSRGY Nestle SA-Spons ADR Reduce -4.6% 2.20% −0.24
NVS Novartis AG-Sponsored ADR Reduce -57.7% 0.17% −0.21
INTC Intel Corp. Reduce -13.9% 0.24% −0.17
MDT Medtronic PLC Reduce -12.2% 0.43% −0.12
AON Aon PLC Class A Sold out 0.00% −0.07
ABBV Abbvie Inc. Reduce -0.8% 0.71% −0.07
EMR Emerson Electric Co. Sold out 0.00% −0.06
LMT Lockheed Martin Corp. Sold out 0.00% −0.06
PG The Procter & Gamble Co. Reduce -1.1% 3.14% −0.05
UNP Union Pacific Corp. Reduce -1.1% 0.33% −0.04
MRK Merck & Co. Inc. Reduce -1.1% 0.35% −0.04
BDX Becton Dickinson and Co. Reduce -1.2% 0.33% −0.03
BMY Bristol-Myers Squibb Co. Reduce -1.0% 0.07% −0.02
STT State Street Corp. Reduce -16.9% 0.07% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.1% 0.26% −0.01
NOVOZYMES A S DKK 2.0 Reduce -7.4% 0.14% −0.01
CB Chubb Ltd. Reduce -2.8% 0.08% −0.01
KO The Coca-Cola Co. Reduce -1.0% 0.19% +0.00
NVO Novo-Nordisk A/S-Spons ADR Reduce -3.9% 0.13% +0.01
BAC Bank of America Corp. Reduce -0.4% 0.38% +0.01
WMT Walmart Inc. Reduce -4.5% 0.32% +0.02
GOOG Alphabet Inc. Class C Reduce -1.4% 0.20% +0.03
MSFT Microsoft Corp. Reduce -0.8% 4.97% +0.15
ADI Analog Devices Inc. Reduce -4.5% 3.70% +0.27
GOOGL Alphabet Inc. Class A Reduce -2.0% 5.32% +0.72
NVDA Nvidia Corp. Reduce -4.9% 4.21% +0.90

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +0.1% 9.29% +1.57
VRTX Vertex Pharmaceuticals Inc. Add +695.6% 0.67% +0.59
CARR Carrier Global Corp. Add +94.7% 0.98% +0.51
SBGSY Schneider Elect SE-Unsp ADR Add +24.2% 1.68% +0.38
BALL Ball Corp. Add +110.3% 0.81% +0.37
MKC McCormick & Co.-Non VTG SHRS New 0.28% +0.28
AMZN Amazon.com Inc. Add +1.7% 3.82% +0.24
TJX TJX Companies Inc. Add +0.6% 2.59% +0.17
UNH Unitedhealth Group Inc. Add +5.6% 2.34% +0.14
XYL Xylem Inc. Add +1.1% 2.12% +0.08
COST Costco Wholesale Corp. New 0.06% +0.06
VFIAX Vanguard 500 Index-Adm New 0.06% +0.06
RTX RTX Corp. Add +0.9% 2.73% +0.05
CVX Chevron Corp. Add +4.9% 1.69% +0.03
APTV Aptiv Irish Holdings Ltd. Add +21.0% 0.36% +0.02
DHR Danaher Corp. Add +1.2% 2.82% −0.02
ATR Aptargroup Inc. Add +0.6% 2.87% −0.11
PEP Pepsico Inc. Add +0.4% 1.41% −0.11
ROK Rockwell Automation Inc. Add +0.7% 2.53% −0.19
ABT Abbott Laboratories Add +1.1% 3.01% −0.32
JNJ Johnson & Johnson Add +0.5% 3.42% −0.34
HD Home Depot Inc. Add +0.9% 2.96% −0.38

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