Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 570 stock positions worth $11.2 billion. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Mastercard Class A (MA, 6.8%) and Fiserv (FISV, 5.2%). Compared with Q2 2024, it opened 51 new positions, sold out of 32, added to 96 and reduced 179. The biggest buy was Mastercard Class A (MA, shares +0%) and the biggest sale Intuit (INTU, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $11.2B (Q3 2024)
- SEC Filing
- 0000932974-24-000006 ↗ filed Oct 25, 2024
Holdings Value
Holdings 570 stocks · $11.2B
| MSFT Microsoft Corp. | 7.30% | 1,924,943 | $817.6M | Add +1.7% |
| MA Mastercard Inc. Class A | 6.78% | 1,486,504 | $759.0M | Add +0.1% |
| FISV Fiserv Inc. | 5.20% | 2,863,501 | $582.1M | Reduce -1.4% |
| INTU Intuit Inc. | 5.05% | 936,599 | $565.7M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 4.47% | 3,075,846 | $500.5M | Add +2.8% |
| SYK Stryker Corp. | 3.81% | 1,186,188 | $426.9M | Reduce -1.3% |
| DHR Danaher Corp. | 3.72% | 1,679,791 | $416.6M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.69% | 2,216,963 | $413.2M | Add +5.4% |
| AAPL Apple Inc. | 3.14% | 1,524,556 | $351.5M | Add +0.1% |
| AMT American Tower Corp. | 2.88% | 1,429,816 | $323.0M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 2.61% | 525,385 | $292.8M | Reduce -0.6% |
| NOW ServiceNow Inc. | 2.59% | 302,761 | $289.6M | Reduce -0.4% |
| ADBE Adobe Inc. | 2.52% | 584,740 | $282.4M | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.44% | 2,392,328 | $273.2M | Reduce -1.7% |
| NXPI NXP Semiconductors NV | 2.07% | 968,169 | $231.5M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.98% | 248,741 | $222.2M | Reduce -0.6% |
| ABT Abbott Laboratories | 1.80% | 1,729,778 | $201.6M | Reduce -0.8% |
| ADP Automatic Data Processing | 1.68% | 649,822 | $188.1M | Reduce -0.8% |
| EOG EOG Resources Inc. | 1.63% | 1,467,546 | $182.6M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.61% | 1,285,011 | $180.4M | Add +3.0% |
| WEX Wex Inc. | 1.47% | 909,989 | $164.8M | Reduce -0.5% |
| V Visa Inc. Class A | 1.46% | 576,577 | $163.3M | Reduce -1.6% |
| PAYC Paycom Software Inc. | 1.45% | 982,377 | $162.3M | Reduce -8.1% |
| CNI Canadian Natl Railway Co. | 1.45% | 1,463,156 | $162.1M | Reduce -0.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.41% | 1,338,854 | $158.3M | Reduce -2.1% |
| CHD Church & Dwight Co. Inc. | 1.20% | 1,311,816 | $134.6M | Reduce -1.2% |
| ROP Roper Technologies Inc. | 1.15% | 237,175 | $128.6M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 1.12% | 220,660 | $125.3M | Reduce -1.0% |
| PH Parker Hannifin Corp. | 1.06% | 190,009 | $118.6M | Reduce -1.0% |
| VEEV Veeva Systems Inc. Class A | 0.92% | 484,186 | $102.9M | Add +31.5% |
| HD Home Depot Inc. | 0.92% | 254,540 | $102.5M | Add +2.0% |
| REGN Regeneron Pharmaceuticals | 0.91% | 109,481 | $101.7M | Add +5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 216,314 | $99.0M | Add +18.1% |
| LOW Lowe's Cos Inc. | 0.85% | 349,923 | $95.0M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.83% | 323,992 | $92.9M | Reduce -28.0% |
| SBUX Starbucks Corp. | 0.78% | 898,907 | $87.3M | Reduce -0.8% |
| SNPS Synopsys Inc. | 0.67% | 152,273 | $75.4M | Add +128.0% |
| PG The Procter & Gamble Co. | 0.64% | 423,330 | $71.8M | Reduce -1.5% |
| NKE Nike Inc. Class B | 0.61% | 866,840 | $68.5M | Reduce -1.8% |
| PM Philip Morris International | 0.59% | 500,465 | $66.5M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 0.57% | 53,672 | $64.4M | Add +0.3% |
| IDXX Idexx Laboratories Inc. | 0.54% | 134,834 | $61.0M | Reduce -3.1% |
| BR Broadridge Financial Solutio | 0.52% | 269,200 | $58.4M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.52% | 250,457 | $57.8M | Reduce -0.8% |
| VLTO Veralto Corp. | 0.48% | 512,131 | $54.2M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.42% | 289,695 | $47.4M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.42% | 391,780 | $46.9M | Reduce -1.4% |
| ALGN Align Technology Inc. | 0.40% | 206,436 | $44.7M | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.39% | 415,764 | $44.0M | Reduce -0.8% |
| ADI Analog Devices Inc. | 0.38% | 183,777 | $42.2M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.37% | 248,329 | $41.7M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.37% | 240,766 | $41.5M | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.34% | 103,020 | $37.5M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.32% | 120,131 | $36.2M | Add +0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 46,498 | $33.1M | Reduce -3.4% |
| CBT Cabot Corp. | 0.28% | 286,378 | $31.6M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 0.28% | 190,506 | $31.3M | Reduce -1.2% |
| ROST Ross Stores Inc. | 0.19% | 144,666 | $20.9M | Reduce -2.9% |
| AMGN Amgen Inc. | 0.18% | 65,075 | $20.5M | Reduce -1.4% |
| FDS Factset Research Systems Inc. | 0.18% | 44,863 | $20.5M | Reduce -2.4% |
| MSCI MSCI Inc. | 0.18% | 33,580 | $19.8M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.17% | 230,129 | $18.7M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.16% | 80,367 | $18.1M | Add +56.5% |
| WSO Watsco Inc. | 0.15% | 34,713 | $16.6M | Reduce -0.1% |
| HDB HDFC Bank Ltd.-ADR | 0.13% | 220,154 | $14.1M | Reduce -26.9% |
| ECL Ecolab Inc. | 0.12% | 53,665 | $13.8M | Reduce -3.8% |
| CL Colgate-Palmolive Co. | 0.11% | 124,474 | $12.4M | Add +73.8% |
| GDDY GoDaddy Inc. Class A | 0.10% | 71,169 | $11.5M | New |
| ABBV Abbvie Inc. | 0.10% | 60,076 | $11.4M | Add +0.1% |
| ANET Arista Networks Inc. | 0.10% | 28,198 | $11.2M | Add +3483.0% |
| PGR Progressive Corp. | 0.10% | 44,859 | $11.1M | Add +2717.8% |
| RTX RTX Corp. | 0.10% | 87,132 | $10.9M | Reduce -0.2% |
| CVX Chevron Corp. | 0.10% | 71,619 | $10.8M | Reduce -0.5% |
| CI The Cigna Group | 0.09% | 33,326 | $10.6M | Add +2185.7% |
| TXN Texas Instruments Inc. | 0.09% | 47,502 | $9.8M | Add +634.5% |
| ITW Illinois Tool Works | 0.08% | 37,193 | $9.5M | Reduce -0.6% |
| IBKR Interactive Brokers Gro Class A | 0.08% | 63,230 | $9.4M | New |
| HASI Ha Sustainable Infrastructur | 0.08% | 249,405 | $8.5M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.07% | 118,692 | $8.0M | Reduce -1.0% |
| COR Cencora Inc. | 0.07% | 33,027 | $7.8M | Add +6505.4% |
| WMT Walmart Inc. | 0.07% | 91,165 | $7.6M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 177,063 | $7.6M | Add +393.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 6,781 | $7.3M | Add +6681.0% |
| APD Air Products & Chemicals Inc. | 0.06% | 22,340 | $7.2M | Reduce -3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 25,100 | $7.2M | Reduce -3.5% |
| ROK Rockwell Automation Inc. | 0.06% | 25,631 | $6.9M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 11,189 | $6.5M | Reduce -27.7% |
| CTAS Cintas Corp. | 0.06% | 30,991 | $6.5M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.06% | 7,195 | $6.4M | Reduce -3.0% |
| COP Conocophillips | 0.05% | 58,394 | $6.1M | Add +0.0% |
| ZTS Zoetis Inc. | 0.05% | 32,477 | $5.9M | Reduce -0.1% |
| URI United Rentals Inc. | 0.05% | 7,004 | $5.8M | New |
| BDX Becton Dickinson and Co. | 0.05% | 22,936 | $5.5M | Add +135.2% |
| AMAT Applied Materials Inc. | 0.05% | 29,011 | $5.3M | Add +1646.6% |
| SHW The Sherwin-Williams Co. | 0.05% | 14,572 | $5.3M | Add +511.5% |
| ZBRA Zebra Technologies Corp. Class A | 0.04% | 13,513 | $4.9M | New |
| HON Honeywell International Inc. | 0.04% | 23,359 | $4.9M | Add +3.9% |
| DE Deere & Co. | 0.04% | 11,485 | $4.7M | Reduce -1.5% |
| NEE Nextera Energy Inc. | 0.04% | 56,910 | $4.7M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 47,193 | $4.5M | Reduce -24.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $38K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 1,285 | $38K | No change |
Total filed on the 13F, all lines: $11.2B.
Portfolio Sells Q2 2024 → Q3 2024
| INTU Intuit Inc. | Reduce -0.1% | 5.05% | −0.70 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 2.07% | −0.55 |
| CRM Salesforce Inc. | Reduce -28.0% | 0.83% | −0.23 |
| CNI Canadian Natl Railway Co. | Reduce -0.4% | 1.45% | −0.23 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -3.4% | 0.30% | −0.18 |
| EOG EOG Resources Inc. | Reduce -0.9% | 1.63% | −0.16 |
| TJX TJX Companies Inc. | Reduce -1.7% | 2.44% | −0.14 |
| PAYC Paycom Software Inc. | Reduce -8.1% | 1.45% | −0.14 |
| WEX Wex Inc. | Reduce -0.5% | 1.47% | −0.13 |
| ALGN Align Technology Inc. | Reduce -8.1% | 0.40% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.37% | −0.11 |
| ROP Roper Technologies Inc. | Reduce -1.4% | 1.15% | −0.11 |
| IDXX Idexx Laboratories Inc. | Reduce -3.1% | 0.54% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.39% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 2.61% | −0.09 |
| CHD Church & Dwight Co. Inc. | Reduce -1.2% | 1.20% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 0.28% | −0.05 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.52% | −0.05 |
| EW Edwards Lifesciences Corp. | Reduce -44.2% | 0.04% | −0.05 |
| HDB HDFC Bank Ltd.-ADR | Reduce -26.9% | 0.13% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.7% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.64% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.18% | −0.02 |
| WSO Watsco Inc. | Reduce -0.1% | 0.15% | −0.02 |
| ROST Ross Stores Inc. | Reduce -2.9% | 0.19% | −0.02 |
| DIS The Walt Disney Co. | Reduce -24.4% | 0.04% | −0.02 |
| INTC Intel Corp. | Reduce -0.4% | 0.02% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.0% | 0.03% | −0.01 |
| BR Broadridge Financial Solutio | Reduce -1.9% | 0.52% | −0.01 |
| CVX Chevron Corp. | Reduce -0.5% | 0.10% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -0.1% | 0.06% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -3.0% | 0.06% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -18.4% | 0.04% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.42% | −0.01 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -2.4% | 0.18% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Reduce -64.0% | 0.00% | −0.00 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -25.4% | 0.01% | −0.00 |
| DOW Dow Inc. | Reduce -21.7% | 0.01% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -23.2% | 0.03% | −0.00 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.00 |
| ECL Ecolab Inc. | Reduce -3.8% | 0.12% | −0.00 |
| BIIB Biogen Inc. | Reduce -0.4% | 0.01% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.5% | 0.06% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -10.8% | 0.02% | −0.00 |
| ITW Illinois Tool Works | Reduce -0.6% | 0.08% | −0.00 |
| BA The Boeing Co. | Reduce -6.6% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -90.5% | 0.03% | −0.00 |
| CTVA Corteva Inc. | Reduce -26.6% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Reduce -1.5% | 0.03% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| MA Mastercard Inc. Class A | Add +0.1% | 6.78% | +0.71 |
| SNPS Synopsys Inc. | Add +128.0% | 0.67% | +0.30 |
| VEEV Veeva Systems Inc. Class A | Add +31.5% | 0.92% | +0.28 |
| NVDA Nvidia Corp. | Add +3.0% | 1.61% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.1% | 0.88% | +0.14 |
| GDDY GoDaddy Inc. Class A | New | 0.10% | +0.10 |
| ANET Arista Networks Inc. | Add +3483.0% | 0.10% | +0.10 |
| PGR Progressive Corp. | Add +2717.8% | 0.10% | +0.10 |
| CI The Cigna Group | Add +2185.7% | 0.09% | +0.09 |
| IBKR Interactive Brokers Gro Class A | New | 0.08% | +0.08 |
| TXN Texas Instruments Inc. | Add +634.5% | 0.09% | +0.08 |
| COR Cencora Inc. | Add +6505.4% | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +2.0% | 0.92% | +0.07 |
| GWW WW Grainger Inc. | Add +6681.0% | 0.07% | +0.06 |
| ORLY O'reilly Automotive Inc. | Add +0.3% | 0.57% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +56.5% | 0.16% | +0.06 |
| BAC Bank of America Corp. | Add +393.7% | 0.07% | +0.05 |
| URI United Rentals Inc. | New | 0.05% | +0.05 |
| CL Colgate-Palmolive Co. | Add +73.8% | 0.11% | +0.05 |
| AMAT Applied Materials Inc. | Add +1646.6% | 0.05% | +0.04 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.04% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +511.5% | 0.05% | +0.04 |
| MCD McDonald's Corp. | Add +0.1% | 0.32% | +0.04 |
| OTIS Otis Worldwide Corp. | Add +1160.5% | 0.04% | +0.04 |
| BDX Becton Dickinson and Co. | Add +135.2% | 0.05% | +0.03 |
| IQV Iqvia Holdings Inc. | Add +132.4% | 0.03% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.07% | +0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.10% | +0.01 |
| PEN Penumbra Inc. | New | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.1% | 0.04% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +48.1% | 0.01% | +0.00 |
| CB Chubb Ltd. | Add +9.9% | 0.02% | +0.00 |
| MS Morgan Stanley | Add +1.5% | 0.03% | +0.00 |
| TW Tradeweb Markets Inc. Class A | Add +1818.2% | 0.00% | +0.00 |
| HSY The Hershey Co. | Add +15.9% | 0.03% | +0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +32.6% | 0.01% | +0.00 |
| AZO AutoZone Inc. | New | 0.00% | +0.00 |
| CAT Caterpillar Inc. | Add +15.8% | 0.01% | +0.00 |
| GLD SPDR Gold Shares | Add +1.1% | 0.02% | +0.00 |
| TDG Transdigm Group Inc. | Add +70.0% | 0.00% | +0.00 |
| AME Ametek Inc. | New | 0.00% | +0.00 |
| AXP American Express Co. | Add +3.5% | 0.02% | +0.00 |
| CEG Constellation Energy | Add +57.5% | 0.00% | +0.00 |
| SIRI Sirius XM Holdings Inc. | New | 0.00% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.00% | +0.00 |
| CARR Carrier Global Corp. | Add +18.8% | 0.01% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +26.3% | 0.00% | +0.00 |
| DKS Dick's Sporting Goods Inc. | Add +23.0% | 0.01% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +15.6% | 0.01% | +0.00 |
| EBC Eastern Bankshares Inc. | Add +1155.9% | 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 |