Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 559 stock positions worth $11.6 billion. Its top holding was Microsoft (MSFT) at 7.1% of the portfolio, followed by Mastercard Class A (MA, 6.9%) and Fiserv (FISV, 5.2%). Compared with Q3 2024, it opened 13 new positions, sold out of 26, added to 42 and reduced 215. The biggest buy was Veeva Systems Class A (VEEV, shares +9%) and the biggest sale American Tower (AMT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $11.6B (Q4 2024)
- SEC Filing
- 0000932974-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 559 stocks · $11.6B
| MSFT Microsoft Corp. | 7.14% | 1,910,178 | $830.1M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 6.92% | 1,468,178 | $804.0M | Reduce -1.2% |
| FISV Fiserv Inc. | 5.19% | 2,829,231 | $603.0M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 5.05% | 3,058,375 | $586.6M | Reduce -0.6% |
| INTU Intuit Inc. | 4.86% | 931,628 | $565.1M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 4.47% | 2,206,832 | $519.5M | Reduce -0.5% |
| SYK Stryker Corp. | 4.06% | 1,179,134 | $471.5M | Reduce -0.6% |
| DHR Danaher Corp. | 3.61% | 1,673,039 | $419.2M | Reduce -0.4% |
| AAPL Apple Inc. | 2.97% | 1,501,607 | $345.2M | Reduce -1.5% |
| NOW ServiceNow Inc. | 2.94% | 299,572 | $341.7M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 2.62% | 522,770 | $305.1M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.54% | 2,364,869 | $295.4M | Reduce -1.1% |
| AMT American Tower Corp. | 2.32% | 1,404,868 | $269.8M | Reduce -1.7% |
| ADBE Adobe Inc. | 2.22% | 587,211 | $257.5M | Add +0.4% |
| COST Costco Wholesale Corp. | 2.04% | 245,784 | $237.2M | Reduce -1.2% |
| ABT Abbott Laboratories | 1.92% | 1,723,720 | $223.1M | Reduce -0.3% |
| NXPI NXP Semiconductors NV | 1.78% | 964,163 | $207.4M | Reduce -0.4% |
| PAYC Paycom Software Inc. | 1.78% | 970,257 | $206.6M | Reduce -1.2% |
| ADP Automatic Data Processing | 1.67% | 646,460 | $194.0M | Reduce -0.5% |
| V Visa Inc. Class A | 1.65% | 572,070 | $191.4M | Reduce -0.8% |
| EOG EOG Resources Inc. | 1.62% | 1,424,078 | $187.9M | Reduce -3.0% |
| WEX Wex Inc. | 1.40% | 883,495 | $162.7M | Reduce -2.9% |
| NVDA Nvidia Corp. | 1.37% | 1,348,744 | $159.7M | Add +5.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.34% | 1,312,262 | $156.3M | Reduce -2.0% |
| CNI Canadian Natl Railway Co. | 1.34% | 1,453,795 | $155.2M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 1.25% | 219,463 | $144.8M | Reduce -0.5% |
| CHD Church & Dwight Co. Inc. | 1.22% | 1,295,854 | $141.8M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 1.08% | 189,575 | $125.6M | Reduce -0.2% |
| ROP Roper Technologies Inc. | 1.08% | 231,533 | $125.3M | Reduce -2.4% |
| VEEV Veeva Systems Inc. Class A | 1.03% | 528,568 | $119.3M | Add +9.2% |
| CRM Salesforce Inc. | 0.95% | 319,340 | $110.8M | Reduce -1.4% |
| HD Home Depot Inc. | 0.93% | 253,660 | $107.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 216,646 | $102.8M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.80% | 347,714 | $93.3M | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.77% | 892,496 | $89.3M | Reduce -0.7% |
| SNPS Synopsys Inc. | 0.74% | 167,527 | $85.6M | Add +10.0% |
| REGN Regeneron Pharmaceuticals | 0.62% | 106,091 | $72.6M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.60% | 412,538 | $70.0M | Reduce -2.5% |
| ORLY O'reilly Automotive Inc. | 0.59% | 53,137 | $68.1M | Reduce -1.0% |
| PM Philip Morris International | 0.56% | 500,618 | $65.3M | Add +0.0% |
| BR Broadridge Financial Solutio | 0.55% | 267,070 | $64.0M | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.55% | 249,312 | $63.4M | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.53% | 812,253 | $61.4M | Reduce -6.3% |
| IDXX Idexx Laboratories Inc. | 0.49% | 134,459 | $57.5M | Reduce -0.3% |
| VLTO Veralto Corp. | 0.47% | 526,018 | $54.3M | Add +2.7% |
| ALGN Align Technology Inc. | 0.38% | 190,446 | $43.8M | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.37% | 281,131 | $43.0M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.37% | 386,693 | $42.6M | Reduce -1.3% |
| QCOM Qualcomm Inc. | 0.36% | 247,871 | $42.4M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.34% | 406,545 | $39.8M | Reduce -2.2% |
| ADI Analog Devices Inc. | 0.34% | 184,307 | $39.7M | Add +0.3% |
| ACN Accenture PLC Class A | 0.33% | 102,329 | $38.2M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.32% | 189,628 | $36.7M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.31% | 121,578 | $35.6M | Add +1.2% |
| PEP Pepsico Inc. | 0.30% | 227,781 | $35.2M | Reduce -5.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 41,522 | $28.7M | Reduce -10.7% |
| CBT Cabot Corp. | 0.22% | 286,139 | $25.2M | Reduce -0.1% |
| ROST Ross Stores Inc. | 0.18% | 144,169 | $21.1M | Reduce -0.3% |
| FDS Factset Research Systems Inc. | 0.18% | 44,186 | $21.0M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.18% | 78,659 | $20.9M | Reduce -2.1% |
| MSCI MSCI Inc. | 0.18% | 33,379 | $20.8M | Reduce -0.6% |
| PYPL PayPal Holdings Inc. | 0.17% | 215,595 | $19.5M | Reduce -6.3% |
| AMGN Amgen Inc. | 0.16% | 64,837 | $18.3M | Reduce -0.4% |
| WSO Watsco Inc. | 0.15% | 34,587 | $16.9M | Reduce -0.4% |
| GDDY GoDaddy Inc. Class A | 0.13% | 71,169 | $14.6M | No change |
| IBKR Interactive Brokers Gro Class A | 0.11% | 63,230 | $12.9M | No change |
| ECL Ecolab Inc. | 0.11% | 52,350 | $12.9M | Reduce -2.5% |
| HDB HDFC Bank Ltd.-ADR | 0.11% | 212,058 | $12.5M | Reduce -3.7% |
| ANET Arista Networks Inc. | 0.10% | 113,995 | $11.4M | Add +1.1% |
| CL Colgate-Palmolive Co. | 0.10% | 122,872 | $11.2M | Reduce -1.3% |
| CVX Chevron Corp. | 0.10% | 71,025 | $11.2M | Reduce -0.8% |
| PGR Progressive Corp. | 0.10% | 45,106 | $11.1M | Add +0.6% |
| ABBV Abbvie Inc. | 0.09% | 59,005 | $10.4M | Reduce -1.8% |
| RTX RTX Corp. | 0.09% | 82,963 | $10.4M | Reduce -4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 113,688 | $9.9M | Add +253.8% |
| ITW Illinois Tool Works | 0.08% | 36,682 | $9.7M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.08% | 47,644 | $8.9M | Add +0.3% |
| WMT Walmart Inc. | 0.08% | 90,131 | $8.8M | Reduce -1.1% |
| COR Cencora Inc. | 0.07% | 33,027 | $8.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 176,522 | $8.3M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.07% | 9,855 | $8.0M | Add +37.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 6,781 | $7.7M | No change |
| KO The Coca-Cola Co. | 0.06% | 114,812 | $7.3M | Reduce -3.3% |
| ROK Rockwell Automation Inc. | 0.06% | 25,631 | $7.3M | No change |
| APD Air Products & Chemicals Inc. | 0.06% | 22,199 | $7.3M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 23,725 | $7.0M | Reduce -5.5% |
| HASI Ha Sustainable Infrastructur | 0.06% | 247,739 | $6.9M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 11,342 | $6.8M | Add +1.4% |
| CTAS Cintas Corp. | 0.05% | 30,989 | $6.3M | Reduce -0.0% |
| COP Conocophillips | 0.05% | 58,244 | $6.0M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.05% | 14,823 | $5.9M | Reduce -12.6% |
| ZTS Zoetis Inc. | 0.05% | 32,392 | $5.6M | Reduce -0.3% |
| DE Deere & Co. | 0.05% | 11,485 | $5.6M | No change |
| BDX Becton Dickinson and Co. | 0.05% | 22,256 | $5.5M | Reduce -3.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.05% | 13,513 | $5.4M | No change |
| URI United Rentals Inc. | 0.05% | 7,004 | $5.4M | No change |
| SHW The Sherwin-Williams Co. | 0.05% | 14,473 | $5.3M | Reduce -0.7% |
| DKS Dick's Sporting Goods Inc. | 0.04% | 21,032 | $5.2M | Add +281.9% |
| HON Honeywell International Inc. | 0.04% | 22,574 | $5.1M | Reduce -3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 44,577 | $5.1M | Reduce -5.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $35K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 1,273 | $35K | Reduce -0.9% |
Total filed on the 13F, all lines: $11.6B.
Portfolio Sells Q3 2024 → Q4 2024
| AMT American Tower Corp. | Reduce -1.7% | 2.32% | −0.56 |
| REGN Regeneron Pharmaceuticals | Reduce -3.1% | 0.62% | −0.28 |
| NXPI NXP Semiconductors NV | Reduce -0.4% | 1.78% | −0.28 |
| INTU Intuit Inc. | Reduce -0.5% | 4.86% | −0.19 |
| AAPL Apple Inc. | Reduce -1.5% | 2.97% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.8% | 7.14% | −0.16 |
| DHR Danaher Corp. | Reduce -0.4% | 3.61% | −0.11 |
| CNI Canadian Natl Railway Co. | Reduce -0.6% | 1.34% | −0.11 |
| CI The Cigna Group | Reduce -95.8% | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Reduce -6.3% | 0.53% | −0.08 |
| WEX Wex Inc. | Reduce -2.9% | 1.40% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -2.4% | 1.08% | −0.07 |
| TTD Trade Desk Inc./the Class A | Reduce -2.0% | 1.34% | −0.07 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.30% | −0.07 |
| CBT Cabot Corp. | Reduce -0.1% | 0.22% | −0.07 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.37% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.37% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -2.2% | 0.34% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -0.3% | 0.49% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -10.7% | 0.25% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.80% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.60% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.16% | −0.03 |
| ALGN Align Technology Inc. | Reduce -7.8% | 0.38% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -3.7% | 0.11% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -64.1% | 0.01% | −0.02 |
| HASI Ha Sustainable Infrastructur | Reduce -0.7% | 0.06% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.3% | 0.10% | −0.01 |
| EOG EOG Resources Inc. | Reduce -3.0% | 1.62% | −0.01 |
| ECL Ecolab Inc. | Reduce -2.5% | 0.11% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.09% | −0.01 |
| SBUX Starbucks Corp. | Reduce -0.7% | 0.77% | −0.01 |
| FISV Fiserv Inc. | Reduce -1.2% | 5.19% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.5% | 1.67% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.3% | 0.06% | −0.01 |
| RTX RTX Corp. | Reduce -4.8% | 0.09% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 0.36% | −0.01 |
| ENPH Enphase Energy Inc. | Reduce -51.3% | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.33% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.4% | 0.04% | −0.01 |
| HSY The Hershey Co. | Reduce -1.9% | 0.02% | −0.01 |
| ROST Ross Stores Inc. | Reduce -0.3% | 0.18% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -9.6% | 0.03% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -1.6% | 0.04% | −0.00 |
| ZTS Zoetis Inc. | Reduce -0.3% | 0.05% | −0.00 |
| INTC Intel Corp. | Reduce -12.9% | 0.01% | −0.00 |
| CTAS Cintas Corp. | Reduce -0.0% | 0.05% | −0.00 |
| GLD SPDR Gold Shares | Reduce -13.8% | 0.02% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.5% | 0.06% | −0.00 |
| UL Unilever PLC | Reduce -2.3% | 0.02% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| VEEV Veeva Systems Inc. Class A | Add +9.2% | 1.03% | +0.11 |
| SNPS Synopsys Inc. | Add +10.0% | 0.74% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +253.8% | 0.09% | +0.05 |
| DKS Dick's Sporting Goods Inc. | Add +281.9% | 0.04% | +0.03 |
| BALL Ball Corp. | Add +531933.3% | 0.02% | +0.02 |
| KKR KKR & Co. Inc. | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +37.0% | 0.07% | +0.01 |
| BKNG Booking Holdings Inc. | Add +81.0% | 0.02% | +0.01 |
| BLK BlackRock Inc. | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +4.2% | 0.04% | +0.01 |
| GM General Motors Co. | New | 0.00% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.04% | +0.00 |
| VAL Valaris Ltd. | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +14.6% | 0.01% | +0.00 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.00% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +28.7% | 0.01% | +0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +14.8% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 0.02% | +0.00 |
| MRVL Marvell Technology Inc. | Add +22.0% | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.06% | +0.00 |
| AME Ametek Inc. | Add +24.9% | 0.00% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.88% | +0.00 |
| AJG Arthur J Gallagher & Co. | Add +107.2% | 0.00% | +0.00 |
| KLAC KLA Corp. | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | New | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +25.3% | 0.00% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | New | 0.00% | +0.00 |
| WM Waste Management Inc. | Add +19.4% | 0.00% | +0.00 |
| ALC Alcon Inc. | New | 0.00% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +116.7% | 0.00% | +0.00 |
| TEAM Atlassian Corp. Class A | Add +6.6% | 0.00% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +3.9% | 0.00% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +5.0% | 0.01% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +16.7% | 0.00% | +0.00 |
| AMP Ameriprise Financial Inc. | New | 0.00% | +0.00 |
| SEDG Solaredge Technologies Inc. | Add +241.0% | 0.00% | +0.00 |
| TPZ Tort Electf Infra ETF-Usd Inc. | New | 0.00% | +0.00 |
| AAXJ iShares MSCI All Country Asi | Add +0.4% | 0.00% | 0.00 |
| REZI Resideo Technologies Inc. | New | 0.00% | 0.00 |
| NOVAQ Sunnova Energy International | Add +50.0% | 0.00% | 0.00 |
| SNREY Sunrise Communicat Class A | New | 0.00% | 0.00 |
| SCCO Southern Copper Corp. | Add +0.5% | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.2% | 0.00% | −0.00 |
| TMUS T-Mobile US Inc. | Add +5.1% | 0.00% | −0.00 |
| LIN Linde PLC | Add +4.4% | 0.01% | −0.00 |
| ANET Arista Networks Inc. | Add +1.1% | 0.10% | −0.00 |
| PGR Progressive Corp. | Add +0.6% | 0.10% | −0.00 |
| OTIS Otis Worldwide Corp. | Add +0.2% | 0.04% | −0.00 |
| TXN Texas Instruments Inc. | Add +0.3% | 0.08% | −0.01 |
| VLTO Veralto Corp. | Add +2.7% | 0.47% | −0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | Reduce -0.9% | 1,273 | $35K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |