Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 563 stock positions worth $10.3 billion. Its top holding was Alphabet Class A (GOOGL) at 9.8% of the portfolio, followed by Mastercard Class A (MA, 6.9%) and Microsoft (MSFT, 6.7%). Compared with Q1 2026, it opened 30 new positions, sold out of 27, added to 96 and reduced 134. The biggest buy was a new position in Wise Class A (WSE) and the biggest sale TJX Companies (TJX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $10.3B (Q2 2026)
- SEC Filing
- 0000932974-26-000008 ↗ filed Jul 30, 2026
Holdings Value
Holdings 563 stocks · $10.3B
| GOOGL Alphabet Inc. Class A | 9.78% | 2,820,758 | $1.0B | Reduce -2.3% |
| MA Mastercard Inc. Class A | 6.88% | 1,379,579 | $708.6M | Add +0.0% |
| MSFT Microsoft Corp. | 6.69% | 1,847,490 | $689.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 5.20% | 2,248,322 | $535.9M | Add +0.2% |
| AAPL Apple Inc. | 4.06% | 1,446,076 | $418.4M | Add +1.2% |
| NVDA Nvidia Corp. | 3.69% | 1,901,921 | $380.6M | Add +4.7% |
| SYK Stryker Corp. | 3.53% | 1,154,957 | $363.6M | Add +0.6% |
| DHR Danaher Corp. | 3.10% | 1,677,392 | $319.5M | Add +1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.01% | 2,050,213 | $310.6M | Reduce -2.8% |
| INTU Intuit Inc. | 2.63% | 1,040,089 | $271.5M | Add +2.6% |
| NXPI NXP Semiconductors NV | 2.60% | 952,055 | $267.6M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 2.39% | 491,482 | $246.4M | Reduce -7.5% |
| COST Costco Wholesale Corp. | 2.12% | 233,991 | $218.9M | Reduce -1.8% |
| V Visa Inc. Class A | 2.02% | 606,481 | $208.1M | Add +1.9% |
| PH Parker Hannifin Corp. | 1.95% | 204,898 | $200.4M | Reduce -0.0% |
| AMT American Tower Corp. | 1.80% | 1,131,412 | $185.1M | Reduce -7.0% |
| EOG EOG Resources Inc. | 1.76% | 1,401,159 | $181.8M | Add +0.8% |
| NOW ServiceNow Inc. | 1.68% | 1,746,805 | $173.4M | Add +3.7% |
| SNPS Synopsys Inc. | 1.52% | 351,492 | $156.8M | Add +8.7% |
| META Meta Platforms Inc. Class A | 1.50% | 274,239 | $154.5M | Add +3.6% |
| CNI Canadian Natl Railway Co. | 1.45% | 1,251,453 | $149.2M | Reduce -1.6% |
| ABT Abbott Laboratories | 1.38% | 1,566,186 | $142.1M | Reduce -3.0% |
| VEEV Veeva Systems Inc. Class A | 1.37% | 793,242 | $140.8M | Add +8.0% |
| ADP Automatic Data Processing | 1.31% | 601,164 | $134.6M | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.25% | 64,926 | $129.2M | Add +19.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 240,375 | $120.3M | Add +3.1% |
| FISV Fiserv Inc. | 1.10% | 2,302,492 | $112.9M | Reduce -7.8% |
| QCOM Qualcomm Inc. | 1.02% | 568,090 | $105.0M | Reduce -14.4% |
| CHD Church & Dwight Co. Inc. | 0.99% | 1,049,547 | $101.7M | Reduce -4.3% |
| PAYC Paycom Software Inc. | 0.89% | 726,250 | $91.3M | Reduce -5.6% |
| HD Home Depot Inc. | 0.84% | 245,398 | $86.5M | Reduce -0.1% |
| PM Philip Morris International | 0.83% | 473,423 | $85.6M | Reduce -0.1% |
| ADI Analog Devices Inc. | 0.82% | 213,765 | $84.9M | Add +6.0% |
| SBUX Starbucks Corp. | 0.78% | 788,650 | $80.6M | Reduce -7.0% |
| LLY Eli Lilly & Co. | 0.70% | 59,780 | $71.7M | Add +52.5% |
| LOW Lowe's Cos Inc. | 0.66% | 306,171 | $67.5M | Reduce -2.1% |
| UNP Union Pacific Corp. | 0.64% | 243,107 | $66.1M | Add +7.4% |
| CSL Carlisle Cos Inc. | 0.63% | 178,330 | $64.7M | Add +34.8% |
| ORLY O'reilly Automotive Inc. | 0.63% | 701,277 | $64.6M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.62% | 252,775 | $64.2M | Reduce -1.4% |
| IDXX Idexx Laboratories Inc. | 0.60% | 117,195 | $61.7M | Reduce -4.2% |
| PG The Procter & Gamble Co. | 0.59% | 417,142 | $61.2M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.58% | 168,603 | $59.6M | Reduce -6.3% |
| WSE Wise Group PLC Class A | 0.51% | 4,378,556 | $52.1M | New |
| WEX Wex Inc. | 0.50% | 367,338 | $51.8M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.49% | 372,595 | $50.9M | Add +0.5% |
| DKS Dick's Sporting Goods Inc. | 0.42% | 189,630 | $43.0M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.41% | 332,735 | $42.8M | Reduce -1.3% |
| REGN Regeneron Pharmaceuticals | 0.40% | 65,875 | $41.1M | Reduce -9.1% |
| VLTO Veralto Corp. | 0.37% | 426,513 | $37.8M | Reduce -1.4% |
| ADBE Adobe Inc. | 0.34% | 169,554 | $34.8M | Reduce -37.9% |
| ECL Ecolab Inc. | 0.32% | 116,579 | $32.5M | Add +93.2% |
| BR Broadridge Financial Solutio | 0.29% | 220,545 | $30.2M | Reduce -12.8% |
| MCD McDonald's Corp. | 0.28% | 104,968 | $28.4M | Reduce -1.0% |
| NKE Nike Inc. Class B | 0.27% | 674,825 | $27.7M | Reduce -6.1% |
| ROST Ross Stores Inc. | 0.26% | 128,214 | $27.3M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.26% | 71,156 | $26.9M | Add +133.1% |
| CBT Cabot Corp. | 0.25% | 283,684 | $25.8M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.22% | 168,532 | $22.8M | Reduce 0.0% |
| AMGN Amgen Inc. | 0.18% | 50,038 | $18.1M | Reduce -1.0% |
| ISRG Intuitive Surgical Inc. | 0.16% | 41,112 | $16.3M | Add +491.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 49,463 | $16.2M | Add +8.6% |
| ABBV Abbvie Inc. | 0.15% | 61,527 | $15.5M | Reduce -2.4% |
| ANET Arista Networks Inc. | 0.14% | 87,427 | $14.9M | No change |
| MSCI MSCI Inc. | 0.14% | 26,140 | $14.6M | Reduce -15.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.14% | 772,656 | $14.0M | Reduce -16.1% |
| CVX Chevron Corp. | 0.13% | 82,059 | $13.6M | Add +20.8% |
| RTX RTX Corp. | 0.13% | 69,873 | $13.3M | Reduce -0.3% |
| ALGN Align Technology Inc. | 0.11% | 64,294 | $10.8M | Reduce -16.3% |
| ROK Rockwell Automation Inc. | 0.10% | 21,550 | $10.7M | Add +0.7% |
| WSO Watsco Inc. | 0.09% | 23,467 | $9.8M | Reduce -20.2% |
| ITW Illinois Tool Works | 0.09% | 33,870 | $9.2M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 12,112 | $9.0M | Add +1.3% |
| HDB HDFC Bank Ltd.-ADR | 0.09% | 349,292 | $9.0M | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.09% | 109,910 | $8.9M | Add +8.4% |
| ACN Accenture PLC Class A | 0.08% | 65,832 | $8.2M | Reduce -27.8% |
| ROP Roper Technologies Inc. | 0.08% | 24,177 | $8.2M | Reduce -64.6% |
| WMT Walmart Inc. | 0.08% | 71,995 | $8.2M | Add +3.7% |
| CRM Salesforce Inc. | 0.08% | 51,497 | $8.1M | Reduce -60.0% |
| AMD Advanced Micro Devices | 0.08% | 13,501 | $7.8M | Add +140.6% |
| CL Colgate-Palmolive Co. | 0.07% | 83,344 | $7.6M | Add +2.3% |
| TKR Timken Co. | 0.07% | 52,410 | $7.6M | Reduce -13.4% |
| GLD SPDR Gold Shares | 0.07% | 20,363 | $7.5M | Reduce -16.6% |
| DE Deere & Co. | 0.07% | 11,512 | $7.3M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 0.06% | 55,832 | $6.6M | Add +14.6% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 17,331 | $6.5M | Add +21.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 17,363 | $6.4M | Reduce -5.0% |
| APD Air Products & Chemicals Inc. | 0.06% | 20,375 | $6.0M | No change |
| CMI Cummins Inc. | 0.05% | 7,517 | $5.4M | No change |
| INTC Intel Corp. | 0.05% | 37,907 | $5.3M | Reduce -14.6% |
| COP Conocophillips | 0.05% | 50,758 | $5.3M | Add +0.8% |
| GLW Corning Inc. | 0.05% | 19,788 | $5.1M | Add +4.2% |
| NEE Nextera Energy Inc. | 0.05% | 56,562 | $5.0M | Add +2.9% |
| CTAS Cintas Corp. | 0.05% | 27,802 | $4.7M | Reduce -2.0% |
| STT State Street Corp. | 0.04% | 26,533 | $4.5M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 6,097 | $4.5M | No change |
| CB Chubb Ltd. | 0.04% | 12,480 | $4.3M | Reduce -0.6% |
| MS Morgan Stanley | 0.04% | 20,049 | $4.2M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 13,946 | $3.9M | Add +3.0% |
| SPGI S&P Global Inc. | 0.04% | 9,028 | $3.7M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $24K (not counted above)
Total filed on the 13F, all lines: $10.3B.
Portfolio Sells Q1 2026 → Q2 2026
| TJX TJX Companies Inc. | Reduce -2.8% | 3.01% | −0.40 |
| AMT American Tower Corp. | Reduce -7.0% | 1.80% | −0.39 |
| FISV Fiserv Inc. | Reduce -7.8% | 1.10% | −0.31 |
| ADBE Adobe Inc. | Reduce -37.9% | 0.34% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 2.12% | −0.26 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.5% | 2.39% | −0.25 |
| ABT Abbott Laboratories | Reduce -3.0% | 1.38% | −0.24 |
| ROP Roper Technologies Inc. | Reduce -64.6% | 0.08% | −0.16 |
| REGN Regeneron Pharmaceuticals | Reduce -9.1% | 0.40% | −0.14 |
| CRM Salesforce Inc. | Reduce -60.0% | 0.08% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.66% | −0.11 |
| WEX Wex Inc. | Reduce -2.1% | 0.50% | −0.10 |
| IDXX Idexx Laboratories Inc. | Reduce -4.2% | 0.60% | −0.09 |
| BR Broadridge Financial Solutio | Reduce -12.8% | 0.29% | −0.09 |
| ACN Accenture PLC Class A | Reduce -27.8% | 0.08% | −0.08 |
| PH Parker Hannifin Corp. | Reduce -0.0% | 1.95% | −0.08 |
| CHD Church & Dwight Co. Inc. | Reduce -4.3% | 0.99% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -16.1% | 0.14% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.0% | 0.28% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -3.2% | 0.63% | −0.05 |
| PEP Pepsico Inc. | Reduce 0.0% | 0.22% | −0.04 |
| SBUX Starbucks Corp. | Reduce -7.0% | 0.78% | −0.04 |
| NKE Nike Inc. Class B | Reduce -6.1% | 0.27% | −0.04 |
| GLD SPDR Gold Shares | Reduce -16.6% | 0.07% | −0.03 |
| ALGN Align Technology Inc. | Reduce -16.3% | 0.11% | −0.03 |
| WSO Watsco Inc. | Reduce -20.2% | 0.09% | −0.03 |
| ROST Ross Stores Inc. | Reduce -1.9% | 0.26% | −0.03 |
| MSCI MSCI Inc. | Reduce -15.6% | 0.14% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -65.7% | 0.02% | −0.02 |
| VLTO Veralto Corp. | Reduce -1.4% | 0.37% | −0.02 |
| NFLX Netflix Inc. | Reduce -3.4% | 0.02% | −0.01 |
| RTX RTX Corp. | Reduce -0.3% | 0.13% | −0.01 |
| RNR Renaissancere Holdings Ltd. | Sold out | 0.00% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -56.9% | 0.01% | −0.01 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -23.6% | 0.03% | −0.01 |
| ZTS Zoetis Inc. | Reduce -19.3% | 0.01% | −0.01 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.5% | 0.09% | −0.01 |
| ITW Illinois Tool Works | Reduce -5.8% | 0.09% | −0.01 |
| SUNB Sunbelt Rentals Holdings Inc. | Sold out | 0.00% | −0.01 |
| CCI Crown Castle Inc. | Reduce -95.4% | 0.00% | −0.01 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.01 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.01 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.01 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.01 |
| AME Ametek Inc. | Reduce -71.2% | 0.00% | −0.01 |
| RS Reliance Inc. | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -52.7% | 0.00% | −0.01 |
| GIL Gildan Activewear Inc. | Reduce -16.6% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| WSE Wise Group PLC Class A | New | 0.51% | +0.51 |
| ASML ASML Holding NV-NY Reg SHS | Add +19.5% | 1.25% | +0.45 |
| AAPL Apple Inc. | Add +1.2% | 4.06% | +0.33 |
| LLY Eli Lilly & Co. | Add +52.5% | 0.70% | +0.33 |
| NOW ServiceNow Inc. | Add +3.7% | 1.68% | +0.28 |
| NVDA Nvidia Corp. | Add +4.7% | 3.69% | +0.26 |
| VEEV Veeva Systems Inc. Class A | Add +8.0% | 1.37% | +0.25 |
| SNPS Synopsys Inc. | Add +8.7% | 1.52% | +0.25 |
| V Visa Inc. Class A | Add +1.9% | 2.02% | +0.20 |
| CSL Carlisle Cos Inc. | Add +34.8% | 0.63% | +0.16 |
| ECL Ecolab Inc. | Add +93.2% | 0.32% | +0.15 |
| AVGO Broadcom Inc. | Add +133.1% | 0.26% | +0.15 |
| ISRG Intuitive Surgical Inc. | Add +491.0% | 0.16% | +0.13 |
| ADI Analog Devices Inc. | Add +6.0% | 0.82% | +0.12 |
| UNP Union Pacific Corp. | Add +7.4% | 0.64% | +0.07 |
| AMD Advanced Micro Devices | Add +140.6% | 0.08% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.1% | 1.17% | +0.05 |
| DKS Dick's Sporting Goods Inc. | Add +3.7% | 0.42% | +0.03 |
| CSCO Cisco Systems Inc. | Add +14.6% | 0.06% | +0.02 |
| GE General Electric | Add +21.4% | 0.06% | +0.02 |
| ROK Rockwell Automation Inc. | Add +0.7% | 0.10% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +321.9% | 0.02% | +0.02 |
| GLW Corning Inc. | Add +4.2% | 0.05% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +8.6% | 0.16% | +0.02 |
| GD General Dynamics Corp. | Add +435.2% | 0.02% | +0.01 |
| SNOW Snowflake Inc. | Add +2.9% | 0.02% | +0.01 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 0.01% | +0.01 |
| BLK BlackRock Inc. | Add +244.7% | 0.01% | +0.01 |
| AZN Astrazeneca PLC | Add +12631.6% | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | Add +378.6% | 0.01% | +0.01 |
| BKR Baker Hughes Co. | Add +3722.1% | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +8.4% | 0.09% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.01% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +70.3% | 0.02% | +0.01 |
| PSCI Invesco S&P Smallcap Industr | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +5.1% | 0.01% | +0.01 |
| C Citigroup Inc. | Add +63.2% | 0.02% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.0% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +14.3% | 0.03% | +0.01 |
| MO Altria Group Inc. | Add +85.5% | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 0.09% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +800.0% | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +11.3% | 0.02% | +0.01 |
| AMAT Applied Materials Inc. | Add +2.6% | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +15.9% | 0.03% | +0.01 |
| IAU iShares Gold Trust | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | Add +1966.7% | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | Add +2.3% | 0.07% | +0.01 |
| WELL Welltower Inc. | Add +1071.4% | 0.00% | +0.00 |
| EWJ iShares MSCI Japan ETF | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 563 | $10.3B | GOOGL, MA, MSFT, AMZN, AAPL |
| Q1 2026 | 558 | $10.0B | GOOGL, MA, MSFT, AMZN, SYK |
| Q4 2025 | 532 | $11.0B | GOOGL, MSFT, MA, AMZN, INTU |
| Q3 2025 | 526 | $11.4B | MSFT, MA, GOOGL, INTU, AMZN |
| Q2 2025 | 517 | $11.3B | MSFT, MA, INTU, GOOGL, AMZN |
| Q1 2025 | 559 | $10.3B | MA, MSFT, FISV, INTU, GOOGL |
| Q4 2024 | 559 | $11.6B | MSFT, MA, FISV, GOOGL, INTU |
| Q3 2024 | 570 | $11.2B | MSFT, MA, FISV, INTU, GOOGL |
| Q2 2024 | 550 | $10.9B | MSFT, MA, INTU, GOOGL, FISV |
| Q1 2024 | 562 | $10.1B | MSFT, MA, INTU, GOOGL, FISV |