Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 532 stock positions worth $11.0 billion. Its top holding was Alphabet Class A (GOOGL) at 9.0% of the portfolio, followed by Microsoft (MSFT, 8.0%) and Mastercard Class A (MA, 6.5%). Compared with Q3 2025, it opened 30 new positions, sold out of 27, added to 71 and reduced 158. The biggest buy was Qualcomm (QCOM, shares +158%) and the biggest sale Fiserv (FISV, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $11.0B (Q4 2025)
- SEC Filing
- 0000932974-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 532 stocks · $11.0B
| GOOGL Alphabet Inc. Class A | 9.01% | 2,973,433 | $994.8M | Reduce -1.3% |
| MSFT Microsoft Corp. | 8.02% | 1,841,271 | $884.9M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 6.52% | 1,382,955 | $719.7M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 4.87% | 2,197,758 | $537.7M | Reduce -0.2% |
| INTU Intuit Inc. | 4.66% | 942,707 | $514.2M | Add +1.6% |
| SYK Stryker Corp. | 3.71% | 1,153,763 | $409.1M | Reduce -0.4% |
| DHR Danaher Corp. | 3.54% | 1,659,049 | $391.1M | Reduce -0.6% |
| AAPL Apple Inc. | 3.32% | 1,417,914 | $366.2M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 3.05% | 539,623 | $336.7M | Reduce -0.6% |
| NVDA Nvidia Corp. | 2.97% | 1,740,319 | $328.1M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.90% | 2,162,808 | $320.1M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 2.14% | 243,719 | $236.5M | Add +0.9% |
| AMT American Tower Corp. | 2.10% | 1,288,720 | $232.1M | Reduce -6.5% |
| NXPI NXP Semiconductors NV | 2.01% | 966,999 | $221.8M | Reduce -0.5% |
| NOW ServiceNow Inc. | 1.90% | 1,589,708 | $209.5M | Add +1.5% |
| PH Parker Hannifin Corp. | 1.74% | 207,104 | $191.8M | Reduce -0.4% |
| V Visa Inc. Class A | 1.72% | 585,001 | $190.3M | Add +1.9% |
| ABT Abbott Laboratories | 1.62% | 1,646,770 | $178.3M | Reduce -1.4% |
| FISV Fiserv Inc. | 1.58% | 2,632,405 | $174.5M | Reduce -9.9% |
| META Meta Platforms Inc. Class A | 1.55% | 253,690 | $170.7M | Add +14.6% |
| ADP Automatic Data Processing | 1.44% | 622,799 | $158.5M | Reduce -1.2% |
| EOG EOG Resources Inc. | 1.38% | 1,399,000 | $151.9M | Reduce -1.2% |
| SNPS Synopsys Inc. | 1.34% | 294,462 | $148.0M | Reduce -3.0% |
| VEEV Veeva Systems Inc. Class A | 1.31% | 665,439 | $145.0M | Add +3.5% |
| CNI Canadian Natl Railway Co. | 1.19% | 1,305,390 | $131.2M | Reduce -6.3% |
| ADBE Adobe Inc. | 1.18% | 439,232 | $130.6M | Reduce -14.2% |
| PAYC Paycom Software Inc. | 1.11% | 861,512 | $122.5M | Reduce -9.3% |
| CHD Church & Dwight Co. Inc. | 0.96% | 1,143,377 | $105.6M | Reduce -6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 218,201 | $103.6M | Add +2.6% |
| QCOM Qualcomm Inc. | 0.89% | 641,138 | $98.1M | Add +158.2% |
| HD Home Depot Inc. | 0.86% | 250,371 | $95.2M | Reduce -2.5% |
| LOW Lowe's Cos Inc. | 0.79% | 317,618 | $87.0M | Reduce -3.7% |
| PM Philip Morris International | 0.79% | 486,350 | $87.0M | Reduce -0.3% |
| IDXX Idexx Laboratories Inc. | 0.78% | 124,045 | $86.2M | Reduce -2.4% |
| SBUX Starbucks Corp. | 0.76% | 874,548 | $83.7M | Reduce -0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.70% | 53,262 | $77.5M | Add +0.4% |
| ORLY O'reilly Automotive Inc. | 0.66% | 728,724 | $73.3M | Reduce -0.3% |
| REGN Regeneron Pharmaceuticals | 0.61% | 86,975 | $67.1M | Reduce -5.2% |
| WEX Wex Inc. | 0.58% | 408,015 | $63.9M | Reduce -14.2% |
| PG The Procter & Gamble Co. | 0.56% | 417,287 | $61.9M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 0.56% | 184,116 | $61.7M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.54% | 197,421 | $60.0M | Add +2.0% |
| JNJ Johnson & Johnson | 0.53% | 262,203 | $58.8M | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.49% | 232,395 | $54.0M | Reduce -2.5% |
| BR Broadridge Financial Solutio | 0.48% | 254,987 | $52.6M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.46% | 369,304 | $50.5M | Reduce -2.2% |
| NKE Nike Inc. Class B | 0.41% | 725,437 | $45.8M | Reduce -1.3% |
| VLTO Veralto Corp. | 0.40% | 441,718 | $44.4M | Reduce -1.5% |
| ROP Roper Technologies Inc. | 0.40% | 118,403 | $43.7M | Reduce -44.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.35% | 1,200,144 | $38.6M | Reduce -15.9% |
| MRK Merck & Co. Inc. | 0.34% | 345,008 | $37.2M | Reduce -5.2% |
| CRM Salesforce Inc. | 0.33% | 160,700 | $36.7M | Reduce -21.3% |
| CSL Carlisle Cos Inc. | 0.32% | 101,177 | $35.0M | Add +6717.9% |
| MCD McDonald's Corp. | 0.31% | 110,560 | $34.7M | Reduce -3.9% |
| DKS Dick's Sporting Goods Inc. | 0.29% | 155,706 | $32.0M | Add +9.6% |
| ACN Accenture PLC Class A | 0.24% | 95,545 | $26.4M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.24% | 176,367 | $26.2M | Reduce -17.6% |
| ROST Ross Stores Inc. | 0.23% | 134,883 | $25.1M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 0.20% | 72,424 | $21.7M | Reduce -1.2% |
| CBT Cabot Corp. | 0.19% | 286,044 | $20.5M | No change |
| ALGN Align Technology Inc. | 0.17% | 111,474 | $18.6M | Reduce -26.1% |
| AMGN Amgen Inc. | 0.17% | 52,030 | $18.3M | Reduce -9.4% |
| MSCI MSCI Inc. | 0.16% | 30,965 | $18.0M | Reduce -8.2% |
| ANET Arista Networks Inc. | 0.14% | 103,947 | $15.2M | No change |
| ABBV Abbvie Inc. | 0.13% | 64,378 | $14.4M | Reduce -0.1% |
| RTX RTX Corp. | 0.13% | 71,172 | $14.3M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.13% | 13,323 | $13.8M | Add +1.0% |
| ECL Ecolab Inc. | 0.11% | 43,992 | $12.5M | Reduce -2.9% |
| WSO Watsco Inc. | 0.11% | 31,126 | $12.0M | Reduce -7.3% |
| CVX Chevron Corp. | 0.11% | 70,036 | $11.8M | Reduce -1.9% |
| HDB HDFC Bank Ltd.-ADR | 0.11% | 361,642 | $11.7M | Reduce -5.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 186,262 | $9.7M | Reduce -0.8% |
| ITW Illinois Tool Works | 0.08% | 35,837 | $9.3M | Reduce -1.5% |
| ROK Rockwell Automation Inc. | 0.08% | 22,077 | $9.3M | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.08% | 27,473 | $9.1M | Reduce -1.3% |
| WMT Walmart Inc. | 0.08% | 74,348 | $8.7M | Add +3.0% |
| KO The Coca-Cola Co. | 0.07% | 105,270 | $7.7M | Reduce -7.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 11,108 | $7.7M | Add +0.8% |
| CL Colgate-Palmolive Co. | 0.06% | 82,261 | $7.1M | Reduce -0.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 107,398 | $6.8M | Reduce -4.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 19,336 | $6.6M | Reduce -1.5% |
| DE Deere & Co. | 0.05% | 11,513 | $6.0M | Reduce -0.0% |
| TKR Timken Co. | 0.05% | 60,521 | $5.7M | Add +278.3% |
| CTAS Cintas Corp. | 0.05% | 28,374 | $5.4M | No change |
| APD Air Products & Chemicals Inc. | 0.05% | 20,875 | $5.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 45,810 | $5.1M | Reduce -5.0% |
| COP Conocophillips | 0.05% | 50,414 | $5.0M | Reduce -8.0% |
| NEE Nextera Energy Inc. | 0.04% | 53,817 | $4.7M | No change |
| SPGI S&P Global Inc. | 0.04% | 8,683 | $4.6M | Reduce -1.9% |
| NSC Norfolk Southern Corp. | 0.04% | 15,015 | $4.3M | Reduce -0.8% |
| CMI Cummins Inc. | 0.04% | 7,517 | $4.3M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 14,271 | $4.2M | Add +0.8% |
| HON Honeywell International Inc. | 0.04% | 18,175 | $4.0M | Reduce -8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 13,546 | $4.0M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 6,097 | $3.8M | Add +11.8% |
| CB Chubb Ltd. | 0.03% | 12,552 | $3.8M | No change |
| CSCO Cisco Systems Inc. | 0.03% | 47,964 | $3.8M | Reduce -5.9% |
| ISRG Intuitive Surgical Inc. | 0.03% | 7,001 | $3.7M | Reduce -25.1% |
| MS Morgan Stanley | 0.03% | 20,102 | $3.7M | Reduce -1.2% |
| GLD SPDR Gold Shares | 0.03% | 7,592 | $3.6M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $20K (not counted above)
Total filed on the 13F, all lines: $11.0B.
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Reduce -9.9% | 1.58% | −1.60 |
| PAYC Paycom Software Inc. | Reduce -9.3% | 1.11% | −0.56 |
| ROP Roper Technologies Inc. | Reduce -44.4% | 0.40% | −0.50 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 6.52% | −0.46 |
| MSFT Microsoft Corp. | Reduce -0.6% | 8.02% | −0.44 |
| ADBE Adobe Inc. | Reduce -14.2% | 1.18% | −0.41 |
| TTD Trade Desk Inc./the Class A | Reduce -15.9% | 0.35% | −0.33 |
| ABT Abbott Laboratories | Reduce -1.4% | 1.62% | −0.24 |
| AMT American Tower Corp. | Reduce -6.5% | 2.10% | −0.20 |
| SYK Stryker Corp. | Reduce -0.4% | 3.71% | −0.18 |
| CRM Salesforce Inc. | Reduce -21.3% | 0.33% | −0.12 |
| ADP Automatic Data Processing | Reduce -1.2% | 1.44% | −0.12 |
| WEX Wex Inc. | Reduce -14.2% | 0.58% | −0.09 |
| PEP Pepsico Inc. | Reduce -17.6% | 0.24% | −0.05 |
| NKE Nike Inc. Class B | Reduce -1.3% | 0.41% | −0.03 |
| GWW WW Grainger Inc. | Reduce -96.2% | 0.00% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -5.6% | 0.11% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -83.2% | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -25.1% | 0.03% | −0.01 |
| ALGN Align Technology Inc. | Reduce -26.1% | 0.17% | −0.01 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.01 |
| VLTO Veralto Corp. | Reduce -1.5% | 0.40% | −0.01 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -15.3% | 0.03% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -60.0% | 0.01% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -87.2% | 0.00% | −0.01 |
| HSY The Hershey Co. | Reduce -36.3% | 0.02% | −0.01 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -32.8% | 0.02% | −0.01 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.01 |
| PAYX Paychex Inc. | Reduce -2.4% | 0.03% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -6.8% | 0.02% | −0.00 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -2.5% | 0.86% | −0.00 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -45.0% | 0.01% | −0.00 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -0.2% | 0.02% | −0.00 |
| IWN iShares Russell 2000 Value E | Reduce -29.7% | 0.01% | −0.00 |
| LIN Linde PLC | Reduce -20.5% | 0.01% | −0.00 |
| PEN Penumbra Inc. | Reduce -63.8% | 0.00% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -41.1% | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -93.0% | 0.00% | −0.00 |
| HON Honeywell International Inc. | Reduce -8.8% | 0.04% | −0.00 |
| FDS Factset Research Systems Inc. | Reduce -4.2% | 0.03% | −0.00 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -7.5% | 0.02% | −0.00 |
| DIS The Walt Disney Co. | Reduce -5.0% | 0.05% | −0.00 |
| TGT Target Corp. | Reduce -49.6% | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -30.9% | 0.01% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| QCOM Qualcomm Inc. | Add +158.2% | 0.89% | +0.52 |
| CSL Carlisle Cos Inc. | Add +6717.9% | 0.32% | +0.31 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 0.70% | +0.22 |
| COST Costco Wholesale Corp. | Add +0.9% | 2.14% | +0.15 |
| ADI Analog Devices Inc. | Add +2.0% | 0.54% | +0.13 |
| META Meta Platforms Inc. Class A | Add +14.6% | 1.55% | +0.12 |
| TKR Timken Co. | Add +278.3% | 0.05% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.13% | +0.03 |
| PG The Procter & Gamble Co. | Add +4.2% | 0.56% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.6% | 0.94% | +0.02 |
| AAEQ Alpha Architct US Eqty 2 ETF | New | 0.02% | +0.02 |
| CMI Cummins Inc. | Add +0.6% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +3.0% | 0.08% | +0.01 |
| GIL Gildan Activewear Inc. | Add +36.5% | 0.02% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +9.6% | 0.29% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.8% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +21.0% | 0.02% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 0.07% | +0.01 |
| TDG Transdigm Group Inc. | Add +26.7% | 0.02% | +0.01 |
| GLW Corning Inc. | Add +1.7% | 0.02% | +0.01 |
| KLAC KLA Corp. | Add +336.2% | 0.00% | +0.00 |
| TEAM Atlassian Corp. Class A | Add +4963.3% | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Add +17.6% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +0.9% | 0.02% | +0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.7% | 0.02% | +0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +14.6% | 0.01% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Add +6.5% | 0.01% | +0.00 |
| AMAT Applied Materials Inc. | Add +5.7% | 0.01% | +0.00 |
| HUBB Hubbell Inc. | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +80.7% | 0.00% | +0.00 |
| VGT Vanguard Info Tech ETF | New | 0.00% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Add +20.2% | 0.00% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +41.5% | 0.00% | +0.00 |
| CTVA Corteva Inc. | Add +3.2% | 0.01% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +1.4% | 0.01% | +0.00 |
| CW Curtiss-Wright Corp. | New | 0.00% | +0.00 |
| MCO Moody's Corp. | Add +0.5% | 0.01% | +0.00 |
| AXP American Express Co. | Add +0.5% | 0.02% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +1.7% | 0.01% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +34.9% | 0.00% | +0.00 |
| AZO AutoZone Inc. | Add +55.0% | 0.00% | +0.00 |
| BTU Peabody Energy Corp. | Add +2.3% | 0.00% | +0.00 |
| UPS United Parcel Service Class B | Add +1.2% | 0.00% | +0.00 |
| ATR Aptargroup Inc. | Add +130.0% | 0.00% | +0.00 |
| SJM The JM Smucker Co. | Add +122.6% | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.00% | +0.00 |
| AON Aon PLC Class A | New | 0.00% | +0.00 |
| TT Trane Technologies PLC | Add +63.3% | 0.00% | +0.00 |
| ARM Arm Holdings PLC-ADR | New | 0.00% | +0.00 |
| CP Canadian Pacific Kansas City | Add +42.5% | 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 |