Kidder Stephen W
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Kidder Stephen W reported 76 stock positions worth $340.1 million. Its top holding was Apple (AAPL) at 10.3% of the portfolio, followed by Alphabet Class A (GOOGL, 6.6%) and Johnson & Johnson (JNJ, 4.8%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 16 and reduced 36. The biggest buy was Applied Materials (AMAT, shares +11%) and the biggest sale Unitedhealth (UNH, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001314377
- Portfolio Value
- $340.1M (Q1 2026)
- SEC Filing
- 0001314377-26-000007 ↗ filed May 11, 2026
Holdings Value
Holdings 76 stocks · $340.1M
| AAPL Apple Inc. | 10.26% | 137,468 | $34.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 6.55% | 77,489 | $22.3M | Reduce -5.5% |
| JNJ Johnson & Johnson | 4.78% | 66,561 | $16.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 4.40% | 85,862 | $15.0M | Reduce -0.3% |
| ADI Analog Devices Inc. | 4.23% | 45,214 | $14.4M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 3.91% | 63,816 | $13.3M | Add +1.7% |
| MSFT Microsoft Corp. | 3.81% | 35,005 | $13.0M | Add +2.6% |
| RTX RTX Corp. | 3.71% | 65,461 | $12.6M | Reduce -7.1% |
| MA Mastercard Inc. Class A | 3.69% | 25,152 | $12.6M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.30% | 70,310 | $11.2M | Reduce -2.8% |
| AMD Advanced Micro Devices | 3.24% | 54,241 | $11.0M | Reduce -2.9% |
| ADP Automatic Data Processing | 3.00% | 50,151 | $10.2M | Reduce -0.7% |
| ABT Abbott Laboratories | 2.71% | 89,712 | $9.2M | Reduce -0.3% |
| HD Home Depot Inc. | 2.70% | 27,898 | $9.2M | Add +1.0% |
| PG The Procter & Gamble Co. | 2.60% | 61,142 | $8.8M | Add +2.0% |
| ROK Rockwell Automation Inc. | 2.48% | 23,481 | $8.4M | Reduce -0.7% |
| SBGSY Schneider Elect SE-Unsp ADR | 2.27% | 141,761 | $7.7M | Add +0.6% |
| ATR Aptargroup Inc. | 2.26% | 61,023 | $7.7M | Reduce -2.4% |
| AMAT Applied Materials Inc. | 2.24% | 22,265 | $7.6M | Add +10.9% |
| CVX Chevron Corp. | 2.06% | 33,935 | $7.0M | Reduce -0.3% |
| DHR Danaher Corp. | 2.00% | 35,809 | $6.8M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 1.80% | 6,661 | $6.1M | Add +16.3% |
| XYL Xylem Inc. | 1.72% | 48,900 | $5.8M | Add +0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.67% | 12,716 | $5.7M | Add +2.1% |
| CNI Canadian Natl Railway Co. | 1.25% | 41,440 | $4.3M | Reduce -10.5% |
| AXP American Express Co. | 1.22% | 13,730 | $4.2M | Add +23.5% |
| UBER Uber Technologies Inc. | 1.17% | 55,100 | $4.0M | Add +18.1% |
| DE Deere & Co. | 1.08% | 6,550 | $3.7M | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 1.06% | 38,310 | $3.6M | Add +24.1% |
| XOM Exxon Mobil Corp. | 1.03% | 20,622 | $3.5M | Reduce -3.7% |
| FISV Fiserv Inc. | 1.00% | 60,980 | $3.4M | Reduce -8.5% |
| AVGO Broadcom Inc. | 0.95% | 10,456 | $3.2M | Add +96.9% |
| JPM JPMorgan Chase & Co. | 0.85% | 9,803 | $2.9M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.80% | 12,481 | $2.7M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.66% | 8,340 | $2.3M | Reduce -46.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 3,666 | $1.8M | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 30,265 | $1.5M | No change |
| WCN Waste Connections Inc. | 0.43% | 8,978 | $1.5M | New |
| PEP Pepsico Inc. | 0.42% | 9,238 | $1.4M | Reduce -3.9% |
| WMT Walmart Inc. | 0.42% | 11,440 | $1.4M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.34% | 9,608 | $1.2M | Reduce -4.0% |
| BA The Boeing Co. | 0.33% | 5,600 | $1.1M | No change |
| UNP Union Pacific Corp. | 0.28% | 3,920 | $951K | No change |
| NEE Nextera Energy Inc. | 0.27% | 9,825 | $913K | Add +171.0% |
| INTC Intel Corp. | 0.25% | 19,485 | $860K | Reduce -9.1% |
| GOOG Alphabet Inc. Class C | 0.24% | 2,825 | $810K | Reduce -9.8% |
| MMM 3M Co. | 0.24% | 5,562 | $808K | Reduce -5.1% |
| GAUAX Gabelli Utilities-A | 0.22% | 138,714 | $739K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 1,075 | $699K | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.20% | 820 | $694K | No change |
| CARR Carrier Global Corp. | 0.20% | 12,030 | $677K | Reduce -57.2% |
| KO The Coca-Cola Co. | 0.19% | 8,600 | $654K | Reduce -2.3% |
| SYK Stryker Corp. | 0.18% | 1,861 | $612K | No change |
| D Dominion Energy Inc. | 0.15% | 8,157 | $504K | No change |
| COST Costco Wholesale Corp. | 0.14% | 487 | $485K | No change |
| GEV GE Vernova Inc. | 0.14% | 551 | $481K | No change |
| BR Broadridge Financial Solutio | 0.14% | 2,950 | $479K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,415 | $463K | New |
| IVV iShares Core S&P 500 ETF | 0.12% | 600 | $392K | Reduce -7.7% |
| VZ Verizon Communications Inc. | 0.11% | 7,700 | $387K | No change |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,315 | $373K | No change |
| CP Canadian Pacific Kansas City | 0.10% | 4,310 | $339K | New |
| V Visa Inc. Class A | 0.10% | 1,090 | $329K | Add +3.3% |
| STT State Street Corp. | 0.09% | 2,525 | $320K | Reduce -10.6% |
| APD Air Products & Chemicals Inc. | 0.09% | 1,100 | $320K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 471 | $269K | Add +14.6% |
| CSCO Cisco Systems Inc. | 0.08% | 3,380 | $262K | Reduce -6.9% |
| AREHF Australian Rare Earths Ltd. | 0.08% | 2,700,000 | $261K | New |
| BMY Bristol-Myers Squibb Co. | 0.07% | 4,100 | $249K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 2,000 | $237K | No change |
| VFIAX Vanguard 500 Index-Adm | 0.07% | 375 | $226K | No change |
| GILD Gilead Sciences Inc. | 0.06% | 1,548 | $216K | New |
| NSRGY Nestle SA-Spons ADR | 0.06% | 2,170 | $215K | Reduce -48.5% |
| LMT Lockheed Martin Corp. | 0.06% | 350 | $212K | New |
| AMGN Amgen Inc. | 0.06% | 595 | $209K | New |
| GRAPHITE ONE INC COM | 0.06% | 225,000 | $199K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| UNH Unitedhealth Group Inc. | Reduce -46.1% | 0.66% | −0.78 |
| GOOGL Alphabet Inc. Class A | Reduce -5.5% | 6.55% | −0.68 |
| ADP Automatic Data Processing | Reduce -0.7% | 3.00% | −0.67 |
| ABT Abbott Laboratories | Reduce -0.3% | 2.71% | −0.47 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 3.69% | −0.36 |
| DHR Danaher Corp. | Reduce -1.1% | 2.00% | −0.34 |
| AAPL Apple Inc. | Reduce -0.4% | 10.26% | −0.32 |
| FISV Fiserv Inc. | Reduce -8.5% | 1.00% | −0.26 |
| CARR Carrier Global Corp. | Reduce -57.2% | 0.20% | −0.22 |
| NVDA Nvidia Corp. | Reduce -0.3% | 4.40% | −0.13 |
| AMD Advanced Micro Devices | Reduce -2.9% | 3.24% | −0.13 |
| ROK Rockwell Automation Inc. | Reduce -0.7% | 2.48% | −0.12 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 0.85% | −0.06 |
| NOVOZYMES A S DKK 2.0 | Sold out | 0.00% | −0.06 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.06 |
| NSRGY Nestle SA-Spons ADR | Reduce -48.5% | 0.06% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -9.8% | 0.24% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -10.5% | 1.25% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.6% | 0.52% | −0.03 |
| MMM 3M Co. | Reduce -5.1% | 0.24% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.4% | 0.21% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -7.7% | 0.12% | −0.01 |
| STT State Street Corp. | Reduce -10.6% | 0.09% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.80% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -6.9% | 0.08% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.3% | 0.19% | +0.02 |
| INTC Intel Corp. | Reduce -9.1% | 0.25% | +0.03 |
| PEP Pepsico Inc. | Reduce -3.9% | 0.42% | +0.03 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.34% | +0.04 |
| WMT Walmart Inc. | Reduce -3.8% | 0.42% | +0.04 |
| RTX RTX Corp. | Reduce -7.1% | 3.71% | +0.07 |
| ATR Aptargroup Inc. | Reduce -2.4% | 2.26% | +0.11 |
| TJX TJX Companies Inc. | Reduce -2.8% | 3.30% | +0.17 |
| DE Deere & Co. | Reduce -0.1% | 1.08% | +0.22 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 1.03% | +0.30 |
| ADI Analog Devices Inc. | Reduce -6.3% | 4.23% | +0.54 |
| CVX Chevron Corp. | Reduce -0.3% | 2.06% | +0.60 |
| JNJ Johnson & Johnson | Reduce -0.8% | 4.78% | +0.87 |
Portfolio Buys Q4 2025 → Q1 2026
| AMAT Applied Materials Inc. | Add +10.9% | 2.24% | +0.78 |
| AVGO Broadcom Inc. | Add +96.9% | 0.95% | +0.43 |
| WCN Waste Connections Inc. | New | 0.43% | +0.43 |
| SCHW Schwab (charles) Corp. | Add +24.1% | 1.06% | +0.19 |
| NEE Nextera Energy Inc. | Add +171.0% | 0.27% | +0.19 |
| PG The Procter & Gamble Co. | Add +2.0% | 2.60% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | New | 0.14% | +0.14 |
| CP Canadian Pacific Kansas City | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | Add +18.1% | 1.17% | +0.09 |
| SBGSY Schneider Elect SE-Unsp ADR | Add +0.6% | 2.27% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.1% | 1.67% | +0.08 |
| AREHF Australian Rare Earths Ltd. | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +16.3% | 1.80% | +0.07 |
| GILD Gilead Sciences Inc. | New | 0.06% | +0.06 |
| LMT Lockheed Martin Corp. | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| AXP American Express Co. | Add +23.5% | 1.22% | +0.06 |
| HD Home Depot Inc. | Add +1.0% | 2.70% | +0.02 |
| META Meta Platforms Inc. Class A | Add +14.6% | 0.08% | +0.00 |
| V Visa Inc. Class A | Add +3.3% | 0.10% | −0.01 |
| XYL Xylem Inc. | Add +0.3% | 1.72% | −0.15 |
| AMZN Amazon.com Inc. | Add +1.7% | 3.91% | −0.18 |
| MSFT Microsoft Corp. | Add +2.6% | 3.81% | −0.84 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $395.6M | AAPL, AMD, GOOGL, NVDA, ADI |
| Q1 2026 | 76 | $340.1M | AAPL, GOOGL, JNJ, NVDA, ADI |
| Q4 2025 | 73 | $354.7M | AAPL, GOOGL, MSFT, NVDA, AMZN |
| Q3 2025 | 73 | $348.9M | AAPL, GOOGL, MSFT, NVDA, ADP |
| Q2 2025 | 74 | $332.6M | AAPL, MSFT, ADP, GOOGL, NVDA |
| Q1 2025 | 70 | $320.8M | AAPL, ADP, FISV, MA, GOOGL |
| Q4 2024 | 70 | $332.3M | AAPL, GOOGL, ADP, FISV, MA |
| Q3 2024 | 73 | $338.5M | AAPL, ADP, GOOGL, MSFT, MA |
| Q2 2024 | 71 | $320.0M | AAPL, GOOGL, MSFT, ADP, NVDA |
| Q1 2024 | 72 | $313.3M | AAPL, MSFT, ADP, GOOGL, MA |