Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 559 stock positions worth $10.3 billion. Its top holding was Mastercard Class A (MA) at 7.5% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Fiserv (FISV, 5.9%). Compared with Q4 2024, it opened 27 new positions, sold out of 27, added to 59 and reduced 186. The biggest buy was Intuit (INTU, shares +0%) and the biggest sale Trade Desk Inc./the Class A (TTD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $10.3B (Q1 2025)
- SEC Filing
- 0000932974-25-000004 ↗ filed Apr 24, 2025
Holdings Value
Holdings 559 stocks · $10.3B
| MA Mastercard Inc. Class A | 7.47% | 1,447,376 | $767.1M | Reduce -1.4% |
| MSFT Microsoft Corp. | 6.95% | 1,907,520 | $714.2M | Reduce -0.1% |
| FISV Fiserv Inc. | 5.87% | 2,776,382 | $602.8M | Reduce -1.9% |
| INTU Intuit Inc. | 5.42% | 934,488 | $557.0M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 4.63% | 3,062,941 | $475.8M | Add +0.1% |
| SYK Stryker Corp. | 4.08% | 1,174,298 | $419.4M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 3.87% | 2,200,236 | $397.4M | Reduce -0.3% |
| DHR Danaher Corp. | 3.19% | 1,671,336 | $328.1M | Reduce -0.1% |
| AAPL Apple Inc. | 2.96% | 1,485,904 | $304.0M | Reduce -1.1% |
| AMT American Tower Corp. | 2.86% | 1,384,505 | $294.3M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.81% | 2,299,924 | $288.6M | Reduce -2.8% |
| NOW ServiceNow Inc. | 2.40% | 303,594 | $246.7M | Add +1.3% |
| COST Costco Wholesale Corp. | 2.32% | 244,202 | $238.3M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 2.20% | 523,480 | $226.0M | Add +0.1% |
| ABT Abbott Laboratories | 2.15% | 1,698,873 | $220.6M | Reduce -1.4% |
| PAYC Paycom Software Inc. | 2.06% | 963,303 | $211.2M | Reduce -0.7% |
| ADBE Adobe Inc. | 2.01% | 586,580 | $206.5M | Reduce -0.1% |
| V Visa Inc. Class A | 1.85% | 569,673 | $190.5M | Reduce -0.4% |
| ADP Automatic Data Processing | 1.83% | 640,477 | $188.0M | Reduce -0.9% |
| NXPI NXP Semiconductors NV | 1.70% | 966,132 | $174.7M | Add +0.2% |
| NVDA Nvidia Corp. | 1.56% | 1,557,838 | $160.0M | Add +15.5% |
| EOG EOG Resources Inc. | 1.54% | 1,416,915 | $158.1M | Reduce -0.5% |
| CNI Canadian Natl Railway Co. | 1.36% | 1,432,307 | $140.0M | Reduce -1.5% |
| CHD Church & Dwight Co. Inc. | 1.27% | 1,278,002 | $130.5M | Reduce -1.4% |
| VEEV Veeva Systems Inc. Class A | 1.23% | 574,158 | $126.6M | Add +8.6% |
| ROP Roper Technologies Inc. | 1.19% | 222,212 | $122.5M | Reduce -4.0% |
| PH Parker Hannifin Corp. | 1.18% | 209,552 | $121.7M | Add +10.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 219,891 | $115.8M | Add +1.5% |
| META Meta Platforms Inc. Class A | 1.12% | 221,689 | $115.3M | Add +1.0% |
| WEX Wex Inc. | 0.98% | 793,857 | $100.4M | Reduce -10.2% |
| HD Home Depot Inc. | 0.88% | 254,246 | $90.6M | Add +0.2% |
| SNPS Synopsys Inc. | 0.81% | 197,024 | $83.2M | Add +17.6% |
| PM Philip Morris International | 0.80% | 491,939 | $82.7M | Reduce -1.7% |
| CRM Salesforce Inc. | 0.78% | 318,284 | $79.7M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.72% | 337,500 | $73.5M | Reduce -2.9% |
| ORLY O'reilly Automotive Inc. | 0.70% | 52,428 | $72.4M | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.69% | 859,597 | $71.2M | Reduce -3.7% |
| PG The Procter & Gamble Co. | 0.66% | 407,079 | $67.5M | Reduce -1.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.64% | 1,309,377 | $65.6M | Reduce -0.2% |
| BR Broadridge Financial Solutio | 0.60% | 261,566 | $61.8M | Reduce -2.1% |
| IDXX Idexx Laboratories Inc. | 0.56% | 133,775 | $57.1M | Reduce -0.5% |
| REGN Regeneron Pharmaceuticals | 0.55% | 96,473 | $56.7M | Reduce -9.1% |
| UNP Union Pacific Corp. | 0.52% | 242,550 | $53.3M | Reduce -2.7% |
| NKE Nike Inc. Class B | 0.44% | 791,569 | $45.4M | Reduce -2.5% |
| VLTO Veralto Corp. | 0.43% | 489,557 | $44.3M | Reduce -6.9% |
| JNJ Johnson & Johnson | 0.41% | 272,472 | $42.3M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.40% | 384,936 | $41.3M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.37% | 120,032 | $38.2M | Reduce -1.3% |
| ADI Analog Devices Inc. | 0.34% | 190,874 | $35.0M | Add +3.6% |
| QCOM Qualcomm Inc. | 0.34% | 248,227 | $34.9M | Add +0.1% |
| PEP Pepsico Inc. | 0.31% | 220,650 | $31.4M | Reduce -3.1% |
| ALGN Align Technology Inc. | 0.30% | 175,090 | $31.0M | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.30% | 393,674 | $31.0M | Reduce -3.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.29% | 45,643 | $30.0M | Add +9.9% |
| GOOG Alphabet Inc. Class C | 0.29% | 188,874 | $29.8M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.28% | 100,405 | $28.9M | Reduce -1.9% |
| CBT Cabot Corp. | 0.22% | 286,544 | $22.5M | Add +0.1% |
| ROST Ross Stores Inc. | 0.19% | 143,033 | $19.8M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.18% | 76,989 | $18.5M | Reduce -2.1% |
| FDS Factset Research Systems Inc. | 0.18% | 43,254 | $18.4M | Reduce -2.1% |
| MSCI MSCI Inc. | 0.17% | 32,560 | $17.4M | Reduce -2.5% |
| AMGN Amgen Inc. | 0.17% | 62,469 | $17.4M | Reduce -3.6% |
| WSO Watsco Inc. | 0.15% | 33,797 | $15.1M | Reduce -2.3% |
| HDB HDFC Bank Ltd.-ADR | 0.14% | 197,296 | $14.3M | Reduce -7.0% |
| DKS Dick's Sporting Goods Inc. | 0.14% | 76,610 | $14.1M | Add +264.3% |
| ECL Ecolab Inc. | 0.12% | 50,024 | $11.9M | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.10% | 60,399 | $10.7M | Add +2.4% |
| CVX Chevron Corp. | 0.10% | 72,589 | $9.9M | Add +2.2% |
| RTX RTX Corp. | 0.09% | 80,509 | $9.7M | Reduce -3.0% |
| ITW Illinois Tool Works | 0.08% | 36,447 | $8.6M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.08% | 114,199 | $8.4M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.08% | 10,070 | $8.4M | Add +2.2% |
| ANET Arista Networks Inc. | 0.08% | 113,883 | $8.1M | Reduce -0.1% |
| WMT Walmart Inc. | 0.08% | 82,321 | $7.8M | Reduce -8.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 121,030 | $7.4M | Add +6.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 175,832 | $6.8M | Reduce -0.4% |
| PYPL PayPal Holdings Inc. | 0.07% | 107,327 | $6.7M | Reduce -50.2% |
| CTAS Cintas Corp. | 0.06% | 30,989 | $6.4M | No change |
| CL Colgate-Palmolive Co. | 0.06% | 66,008 | $6.2M | Reduce -46.3% |
| HASI Ha Sustainable Infrastructur | 0.06% | 252,462 | $6.1M | Add +1.9% |
| ROK Rockwell Automation Inc. | 0.06% | 25,631 | $6.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 11,269 | $6.0M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 21,601 | $5.7M | Reduce -8.9% |
| APD Air Products & Chemicals Inc. | 0.06% | 21,373 | $5.7M | Reduce -3.7% |
| GDDY GoDaddy Inc. Class A | 0.05% | 30,556 | $5.4M | Reduce -57.1% |
| PGR Progressive Corp. | 0.05% | 20,167 | $5.3M | Reduce -55.3% |
| DE Deere & Co. | 0.05% | 11,463 | $5.2M | Reduce -0.2% |
| COP Conocophillips | 0.05% | 56,660 | $5.1M | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.04% | 29,982 | $4.5M | Reduce -7.4% |
| SEM Select Medical Holdings Corp. | 0.04% | 276,031 | $4.5M | Add +180.6% |
| PAYX Paychex Inc. | 0.04% | 30,172 | $4.3M | Reduce -1.2% |
| IBKR Interactive Brokers Gro Class A | 0.04% | 26,496 | $4.3M | Reduce -58.1% |
| COR Cencora Inc. | 0.04% | 15,029 | $4.3M | Reduce -54.5% |
| HON Honeywell International Inc. | 0.04% | 21,450 | $4.2M | Reduce -5.0% |
| AMAT Applied Materials Inc. | 0.04% | 29,190 | $4.2M | Add +2.2% |
| AVGO Broadcom Inc. | 0.04% | 22,040 | $3.9M | Add +0.7% |
| NEE Nextera Energy Inc. | 0.04% | 55,857 | $3.8M | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 42,103 | $3.7M | Reduce -5.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 14,497 | $3.6M | Add +18.2% |
| TXN Texas Instruments Inc. | 0.03% | 22,980 | $3.5M | Reduce -51.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $21K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 1,123 | $21K | Reduce -11.8% |
Total filed on the 13F, all lines: $10.3B.
Portfolio Sells Q4 2024 → Q1 2025
| TTD Trade Desk Inc./the Class A | Reduce -0.2% | 0.64% | −0.71 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 3.87% | −0.60 |
| WEX Wex Inc. | Reduce -10.2% | 0.98% | −0.42 |
| DHR Danaher Corp. | Reduce -0.1% | 3.19% | −0.41 |
| ADBE Adobe Inc. | Reduce -0.1% | 2.01% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.1% | 6.95% | −0.19 |
| CRM Salesforce Inc. | Reduce -0.3% | 0.78% | −0.18 |
| PYPL PayPal Holdings Inc. | Reduce -50.2% | 0.07% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 0.72% | −0.09 |
| NKE Nike Inc. Class B | Reduce -2.5% | 0.44% | −0.09 |
| EOG EOG Resources Inc. | Reduce -0.5% | 1.54% | −0.08 |
| SBUX Starbucks Corp. | Reduce -3.7% | 0.69% | −0.07 |
| ALGN Align Technology Inc. | Reduce -8.1% | 0.30% | −0.07 |
| REGN Regeneron Pharmaceuticals | Reduce -9.1% | 0.55% | −0.07 |
| GDDY GoDaddy Inc. Class A | Reduce -57.1% | 0.05% | −0.07 |
| IBKR Interactive Brokers Gro Class A | Reduce -58.1% | 0.04% | −0.07 |
| ACN Accenture PLC Class A | Reduce -1.9% | 0.28% | −0.05 |
| PGR Progressive Corp. | Reduce -55.3% | 0.05% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -51.8% | 0.03% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -3.2% | 0.30% | −0.04 |
| GWW WW Grainger Inc. | Reduce -61.0% | 0.03% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -76.5% | 0.01% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -46.3% | 0.06% | −0.04 |
| VLTO Veralto Corp. | Reduce -6.9% | 0.43% | −0.04 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -57.7% | 0.01% | −0.03 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.03 |
| COR Cencora Inc. | Reduce -54.5% | 0.04% | −0.03 |
| TSLA Tesla Inc. | Reduce -45.1% | 0.02% | −0.03 |
| URI United Rentals Inc. | Reduce -58.0% | 0.02% | −0.03 |
| UNP Union Pacific Corp. | Reduce -2.7% | 0.52% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.29% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -50.7% | 0.02% | −0.02 |
| ANET Arista Networks Inc. | Reduce -0.1% | 0.08% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -55.9% | 0.02% | −0.02 |
| AAPL Apple Inc. | Reduce -1.1% | 2.96% | −0.01 |
| MSCI MSCI Inc. | Reduce -2.5% | 0.17% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.5% | 0.04% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -3.7% | 0.06% | −0.01 |
| BALL Ball Corp. | Reduce -27.1% | 0.02% | −0.01 |
| PRGO Perrigo Co. PLC | Sold out | 0.00% | −0.01 |
| MS Morgan Stanley | Reduce -12.3% | 0.02% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.9% | 0.06% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -10.2% | 0.03% | −0.01 |
| DFS Discover Financial Services | Reduce -14.0% | 0.03% | −0.00 |
| ZTS Zoetis Inc. | Reduce -7.4% | 0.04% | −0.00 |
| TGT Target Corp. | Reduce -10.4% | 0.01% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -14.2% | 0.01% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -14.3% | 0.01% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -10.1% | 0.02% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| INTU Intuit Inc. | Add +0.3% | 5.42% | +0.56 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.5% | 1.13% | +0.24 |
| VEEV Veeva Systems Inc. Class A | Add +8.6% | 1.23% | +0.21 |
| NVDA Nvidia Corp. | Add +15.5% | 1.56% | +0.18 |
| PH Parker Hannifin Corp. | Add +10.5% | 1.18% | +0.10 |
| DKS Dick's Sporting Goods Inc. | Add +264.3% | 0.14% | +0.09 |
| SNPS Synopsys Inc. | Add +17.6% | 0.81% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.9% | 0.29% | +0.05 |
| SEM Select Medical Holdings Corp. | Add +180.6% | 0.04% | +0.03 |
| ABBV Abbvie Inc. | Add +2.4% | 0.10% | +0.01 |
| LLY Eli Lilly & Co. | Add +2.2% | 0.08% | +0.01 |
| IBM Intl Business Machines Corp. | Add +18.2% | 0.03% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +1567.6% | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +36.3% | 0.02% | +0.01 |
| MMM 3M Co. | Add +1837.7% | 0.00% | +0.00 |
| GE General Electric | Add +3.4% | 0.03% | +0.00 |
| CB Chubb Ltd. | Add +1.3% | 0.02% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +35.4% | 0.01% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.4% | 0.03% | +0.00 |
| CI The Cigna Group | Add +22.4% | 0.01% | +0.00 |
| APH Amphenol Corp. Class A | Add +31.9% | 0.01% | +0.00 |
| CBT Cabot Corp. | Add +0.1% | 0.22% | +0.00 |
| DISV Dimensional International SM | New | 0.00% | +0.00 |
| TMUS T-Mobile US Inc. | Add +0.4% | 0.01% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +5.5% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +5.0% | 0.01% | +0.00 |
| ARKW ARK Next Generation Technolo | New | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | Add +199.3% | 0.00% | +0.00 |
| XYL Xylem Inc. | Add +22.4% | 0.00% | +0.00 |
| ARKK ARK Innovation ETF | Add +234.9% | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +3.9% | 0.00% | +0.00 |
| BP BP PLC-Spons ADR | Add +13.7% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +2.2% | 0.10% | +0.00 |
| HIG Hartford Insurance Group Inc. | Add +35.6% | 0.00% | +0.00 |
| SOLV Solventum Corp. | Add +1101.4% | 0.00% | +0.00 |
| TDG Transdigm Group Inc. | Add +1.3% | 0.00% | +0.00 |
| HASI Ha Sustainable Infrastructur | Add +1.9% | 0.06% | +0.00 |
| CARR Carrier Global Corp. | Add +9.6% | 0.00% | +0.00 |
| TD Toronto-Dominion Bank | Add +55.7% | 0.00% | +0.00 |
| AVB Avalonbay Communities Inc. | New | 0.00% | +0.00 |
| BN Brookfield Corp. | New | 0.00% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +3.9% | 0.00% | +0.00 |
| EPD Enterprise Products Partners | Add +20.0% | 0.00% | +0.00 |
| NUE Nucor Corp. | New | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +10.4% | 0.00% | +0.00 |
| THC Tenet Healthcare Corp. | New | 0.00% | +0.00 |
| AMTX Aemetis Inc. | New | 0.00% | +0.00 |
| AMSC American Superconductor Corp. | New | 0.00% | +0.00 |
| AVPT Avepoint Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | Reduce -11.8% | 1,123 | $21K |
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 |