Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 562 stock positions worth $10.1 billion. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Mastercard Class A (MA, 6.8%) and Intuit (INTU, 5.8%). Compared with Q4 2023, it opened 41 new positions, sold out of 32, added to 67 and reduced 176. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale American Tower (AMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $10.1B (Q1 2024)
- SEC Filing
- 0000932974-24-000002 ↗ filed Apr 23, 2024
Holdings Value
Holdings 562 stocks · $10.1B
| MSFT Microsoft Corp. | 7.65% | 1,918,608 | $769.3M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 6.84% | 1,507,779 | $688.7M | Reduce -2.8% |
| INTU Intuit Inc. | 5.77% | 952,530 | $580.8M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 4.65% | 2,991,764 | $467.6M | Reduce -1.0% |
| FISV Fiserv Inc. | 4.30% | 2,910,226 | $433.0M | Reduce -2.4% |
| SYK Stryker Corp. | 3.96% | 1,216,881 | $398.7M | Reduce -1.9% |
| DHR Danaher Corp. | 3.94% | 1,678,071 | $396.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.67% | 2,086,219 | $369.7M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 2.88% | 527,535 | $289.3M | Reduce -1.4% |
| ADBE Adobe Inc. | 2.66% | 573,095 | $267.6M | Add +0.5% |
| AAPL Apple Inc. | 2.57% | 1,560,618 | $258.8M | Reduce -1.0% |
| AMT American Tower Corp. | 2.50% | 1,460,266 | $251.6M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.30% | 2,461,092 | $231.5M | Reduce -2.8% |
| NXPI NXP Semiconductors NV | 2.18% | 1,001,678 | $219.0M | Reduce -2.1% |
| NOW ServiceNow Inc. | 2.16% | 300,807 | $217.2M | Reduce -2.2% |
| EOG EOG Resources Inc. | 1.99% | 1,492,573 | $199.9M | Reduce -0.1% |
| WEX Wex Inc. | 1.99% | 866,068 | $199.7M | Reduce -0.0% |
| CNI Canadian Natl Railway Co. | 1.89% | 1,470,454 | $190.2M | Reduce -0.1% |
| ABT Abbott Laboratories | 1.86% | 1,745,774 | $186.9M | Reduce -0.7% |
| PAYC Paycom Software Inc. | 1.81% | 977,055 | $182.4M | Add +7.9% |
| COST Costco Wholesale Corp. | 1.81% | 254,152 | $181.8M | Reduce -0.2% |
| ADP Automatic Data Processing | 1.61% | 658,117 | $162.1M | Reduce -1.3% |
| V Visa Inc. Class A | 1.60% | 591,825 | $161.2M | Reduce -3.8% |
| CHD Church & Dwight Co. Inc. | 1.43% | 1,361,686 | $144.3M | Reduce -1.8% |
| ROP Roper Technologies Inc. | 1.28% | 238,234 | $128.4M | Reduce -2.5% |
| CRM Salesforce Inc. | 1.24% | 454,853 | $124.5M | Reduce -3.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.08% | 1,396,000 | $108.7M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 1.07% | 223,407 | $107.6M | Reduce -1.5% |
| PH Parker Hannifin Corp. | 1.03% | 191,511 | $103.4M | Add +0.5% |
| NVDA Nvidia Corp. | 0.97% | 122,412 | $97.3M | Add +3.1% |
| HD Home Depot Inc. | 0.84% | 250,445 | $84.2M | Reduce -0.6% |
| NKE Nike Inc. Class B | 0.83% | 885,735 | $83.4M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.81% | 924,954 | $81.6M | Add +1.0% |
| LOW Lowe's Cos Inc. | 0.81% | 352,605 | $81.5M | Add +1.6% |
| REGN Regeneron Pharmaceuticals | 0.78% | 87,274 | $78.6M | Add +42.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 180,708 | $73.9M | Add +0.2% |
| ALGN Align Technology Inc. | 0.70% | 234,823 | $70.6M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.69% | 431,156 | $69.2M | Reduce -1.5% |
| IDXX Idexx Laboratories Inc. | 0.67% | 140,277 | $67.3M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.59% | 253,376 | $59.4M | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 0.58% | 53,731 | $58.6M | Add +2.2% |
| MRK Merck & Co. Inc. | 0.53% | 421,819 | $53.5M | Reduce -1.2% |
| BR Broadridge Financial Solutio | 0.53% | 275,102 | $53.4M | Reduce -3.3% |
| VLTO Veralto Corp. | 0.50% | 546,018 | $49.8M | Reduce -12.3% |
| PM Philip Morris International | 0.48% | 515,783 | $48.5M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.47% | 396,455 | $47.8M | Reduce -1.8% |
| VEEV Veeva Systems Inc. Class A | 0.47% | 236,829 | $47.1M | Add +27.3% |
| JNJ Johnson & Johnson | 0.46% | 307,290 | $45.8M | Reduce -6.6% |
| PEP Pepsico Inc. | 0.43% | 244,533 | $43.2M | Reduce -1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.41% | 47,798 | $41.7M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 0.40% | 250,328 | $40.1M | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.34% | 182,839 | $34.1M | Add +2.2% |
| ACN Accenture PLC Class A | 0.33% | 105,658 | $33.5M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.33% | 119,606 | $33.0M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.31% | 194,716 | $30.8M | Reduce -2.0% |
| CBT Cabot Corp. | 0.27% | 288,181 | $26.7M | Reduce -0.2% |
| HDB HDFC Bank Ltd.-ADR | 0.23% | 392,387 | $22.9M | Reduce -37.2% |
| ROST Ross Stores Inc. | 0.20% | 149,569 | $20.0M | Reduce -0.5% |
| FDS Factset Research Systems Inc. | 0.19% | 44,560 | $19.5M | Add +2.8% |
| PYPL PayPal Holdings Inc. | 0.19% | 307,637 | $19.4M | Reduce -34.0% |
| AMGN Amgen Inc. | 0.19% | 68,820 | $18.7M | Reduce -2.9% |
| MSCI MSCI Inc. | 0.17% | 33,883 | $17.5M | Reduce -1.7% |
| WSO Watsco Inc. | 0.14% | 35,144 | $14.3M | Add +1.0% |
| CVX Chevron Corp. | 0.13% | 78,158 | $12.7M | Reduce -0.6% |
| ECL Ecolab Inc. | 0.12% | 57,320 | $12.6M | Reduce -3.3% |
| EW Edwards Lifesciences Corp. | 0.12% | 133,302 | $11.6M | Reduce -28.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 100,556 | $11.3M | Reduce -7.8% |
| ABBV Abbvie Inc. | 0.10% | 58,370 | $9.8M | Reduce -1.4% |
| ITW Illinois Tool Works | 0.09% | 37,703 | $9.4M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.09% | 48,712 | $9.2M | Reduce -0.6% |
| RTX RTX Corp. | 0.09% | 89,589 | $9.1M | Reduce -10.0% |
| COP Conocophillips | 0.08% | 61,856 | $8.0M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.07% | 116,084 | $7.0M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 13,797 | $6.9M | Add +48.1% |
| ROK Rockwell Automation Inc. | 0.07% | 24,460 | $6.7M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 26,980 | $6.7M | Reduce -6.8% |
| CL Colgate-Palmolive Co. | 0.06% | 72,259 | $6.4M | Reduce -3.3% |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.06% | 247,151 | $6.3M | Reduce -4.2% |
| CTAS Cintas Corp. | 0.06% | 8,974 | $6.0M | No change |
| APD Air Products & Chemicals Inc. | 0.05% | 23,512 | $5.5M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.05% | 7,257 | $5.3M | Reduce -5.2% |
| WMT Walmart Inc. | 0.05% | 83,073 | $5.0M | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.05% | 19,784 | $4.8M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.05% | 23,844 | $4.7M | Reduce -21.9% |
| ZTS Zoetis Inc. | 0.05% | 31,605 | $4.6M | Add +9.1% |
| DE Deere & Co. | 0.05% | 11,506 | $4.6M | Add +8.2% |
| PAYX Paychex Inc. | 0.04% | 31,408 | $3.8M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.04% | 57,231 | $3.7M | Add +15.7% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.04% | 22,370 | $3.7M | Reduce -8.4% |
| STT State Street Corp. | 0.04% | 49,207 | $3.7M | Reduce -24.2% |
| ISRG Intuitive Surgical Inc. | 0.03% | 8,916 | $3.3M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.03% | 67,487 | $3.2M | Reduce -6.5% |
| UHS Universal Health Services-B | 0.03% | 19,953 | $3.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.03% | 5 | $3.1M | No change |
| INTC Intel Corp. | 0.03% | 85,012 | $2.9M | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 0.03% | 8,972 | $2.9M | Reduce -23.0% |
| MDY State Street SPDR S&P Midcap | 0.03% | 5,323 | $2.8M | Reduce -0.3% |
| DFS Discover Financial Services | 0.03% | 21,566 | $2.7M | Reduce -4.1% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 15,328 | $2.7M | Add +0.5% |
| SEM Select Medical Holdings Corp. | 0.03% | 98,361 | $2.7M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $511 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 1,135 | $511 | No change |
Total filed on the 13F, all lines: $10.1B.
Portfolio Sells Q4 2023 → Q1 2024
| AMT American Tower Corp. | Reduce -0.9% | 2.50% | −0.35 |
| AAPL Apple Inc. | Reduce -1.0% | 2.57% | −0.31 |
| INTU Intuit Inc. | Reduce -1.5% | 5.77% | −0.27 |
| NOW ServiceNow Inc. | Reduce -2.2% | 2.16% | −0.17 |
| SYK Stryker Corp. | Reduce -1.9% | 3.96% | −0.16 |
| HDB HDFC Bank Ltd.-ADR | Reduce -37.2% | 0.23% | −0.12 |
| ABT Abbott Laboratories | Reduce -0.7% | 1.86% | −0.11 |
| PYPL PayPal Holdings Inc. | Reduce -34.0% | 0.19% | −0.09 |
| DHR Danaher Corp. | Reduce -0.9% | 3.94% | −0.09 |
| NKE Nike Inc. Class B | Reduce -2.2% | 0.83% | −0.08 |
| TJX TJX Companies Inc. | Reduce -2.8% | 2.30% | −0.08 |
| CRM Salesforce Inc. | Reduce -3.2% | 1.24% | −0.07 |
| V Visa Inc. Class A | Reduce -3.8% | 1.60% | −0.06 |
| JNJ Johnson & Johnson | Reduce -6.6% | 0.46% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -2.8% | 6.84% | −0.06 |
| ACN Accenture PLC Class A | Reduce -1.9% | 0.33% | −0.06 |
| IDXX Idexx Laboratories Inc. | Reduce -1.1% | 0.67% | −0.06 |
| BR Broadridge Financial Solutio | Reduce -3.3% | 0.53% | −0.04 |
| HD Home Depot Inc. | Reduce -0.6% | 0.84% | −0.04 |
| AMGN Amgen Inc. | Reduce -2.9% | 0.19% | −0.03 |
| MSCI MSCI Inc. | Reduce -1.7% | 0.17% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -28.3% | 0.12% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.59% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -2.5% | 1.28% | −0.02 |
| HON Honeywell International Inc. | Reduce -21.9% | 0.05% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.3% | 1.61% | −0.01 |
| STT State Street Corp. | Reduce -24.2% | 0.04% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -61.3% | 0.01% | −0.01 |
| GNRC Generac Holdings Inc. | Reduce -54.9% | 0.01% | −0.01 |
| ROST Ross Stores Inc. | Reduce -0.5% | 0.20% | −0.01 |
| TSLA Tesla Inc. | Reduce -4.1% | 0.03% | −0.01 |
| ITW Illinois Tool Works | Reduce -4.8% | 0.09% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -50.9% | 0.01% | −0.01 |
| INTC Intel Corp. | Reduce -2.7% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -23.0% | 0.03% | −0.01 |
| EL Estee Lauder Companies Class A | Reduce -31.5% | 0.02% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -2.7% | 0.05% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -32.2% | 0.01% | −0.01 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.00 |
| MSFT Microsoft Corp. | Reduce -1.2% | 7.65% | −0.00 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.00 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -99.0% | 0.00% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -86.5% | 0.00% | −0.00 |
| TYL Tyler Technologies Inc. | Reduce -44.5% | 0.00% | −0.00 |
| UL Unilever PLC | Reduce -13.5% | 0.02% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -6.5% | 0.03% | −0.00 |
| XEL Xcel Energy Inc. | Reduce -77.3% | 0.00% | −0.00 |
| JKHY Jack Henry & Associates Inc. | Reduce -8.4% | 0.04% | −0.00 |
| SPGI S&P Global Inc. | Reduce -17.4% | 0.01% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +3.1% | 0.97% | +0.24 |
| REGN Regeneron Pharmaceuticals | Add +42.0% | 0.78% | +0.21 |
| PH Parker Hannifin Corp. | Add +0.5% | 1.03% | +0.15 |
| PAYC Paycom Software Inc. | Add +7.9% | 1.81% | +0.11 |
| VEEV Veeva Systems Inc. Class A | Add +27.3% | 0.47% | +0.09 |
| LOW Lowe's Cos Inc. | Add +1.6% | 0.81% | +0.08 |
| ORLY O'reilly Automotive Inc. | Add +2.2% | 0.58% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.73% | +0.05 |
| PM Philip Morris International | Add +1.8% | 0.48% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +48.1% | 0.07% | +0.02 |
| NEE Nextera Energy Inc. | Add +15.7% | 0.04% | +0.01 |
| WSO Watsco Inc. | Add +1.0% | 0.14% | +0.01 |
| ROK Rockwell Automation Inc. | Add +1.4% | 0.07% | +0.01 |
| GEV GE Vernova Inc. | New | 0.00% | +0.00 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.00% | +0.00 |
| DE Deere & Co. | Add +8.2% | 0.05% | +0.00 |
| GE General Electric | Add +2.5% | 0.02% | +0.00 |
| CDNS Cadence Design SYS Inc. | New | 0.00% | +0.00 |
| AXP American Express Co. | Add +0.2% | 0.01% | +0.00 |
| TSCO Tractor Supply Company | Add +17.6% | 0.01% | +0.00 |
| HSY The Hershey Co. | Add +9.9% | 0.02% | +0.00 |
| MS Morgan Stanley | Add +0.6% | 0.02% | +0.00 |
| GVI iShares Intermediate Governm | New | 0.00% | +0.00 |
| ARKK ARK Innovation ETF | New | 0.00% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.03% | +0.00 |
| CAT Caterpillar Inc. | Add +0.7% | 0.00% | +0.00 |
| ENPH Enphase Energy Inc. | Add +0.3% | 0.01% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.00% | +0.00 |
| IQLT iShares MSCI International Q | New | 0.00% | +0.00 |
| STZ Constellation Brands Inc. Class A | Add +0.3% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +933.3% | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
| JPST JPMorgan Ultra-Short Income | New | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +13.8% | 0.00% | +0.00 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.00% | +0.00 |
| SWAV Shockwave Medical Inc. | Add +89.5% | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.9% | 0.01% | +0.00 |
| ETN Eaton Corp. PLC | Add +7.2% | 0.00% | +0.00 |
| A Agilent Technologies Inc. | Add +0.9% | 0.01% | +0.00 |
| ELV Elevance Health Inc. | Add +2.7% | 0.00% | +0.00 |
| GUNR NT Mstar GLBL NR ETF | Add +8.1% | 0.00% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | New | 0.00% | +0.00 |
| VLUE iShares MSCI USA Value Facto | New | 0.00% | +0.00 |
| CASY Casey's General Stores Inc. | New | 0.00% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +4.5% | 0.00% | +0.00 |
| PFF iShares Preferred & Income S | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | New | 0.00% | +0.00 |
| SOLV Solventum Corp. | New | 0.00% | +0.00 |
| NOVAQ Sunnova Energy International | 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 |