Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 558 stock positions worth $10.0 billion. Its top holding was Alphabet Class A (GOOGL) at 9.2% of the portfolio, followed by Mastercard Class A (MA, 6.9%) and Microsoft (MSFT, 6.8%). Compared with Q4 2025, it opened 44 new positions, sold out of 18, added to 85 and reduced 146. The biggest buy was Amazon.com (AMZN, shares +2%) and the biggest sale Adobe (ADBE, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $10.0B (Q1 2026)
- SEC Filing
- 0000932974-26-000003 ↗ filed Apr 13, 2026
Holdings Value
Holdings 558 stocks · $10.0B
| GOOGL Alphabet Inc. Class A | 9.18% | 2,888,321 | $916.3M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 6.89% | 1,379,038 | $687.7M | Reduce -0.3% |
| MSFT Microsoft Corp. | 6.85% | 1,842,719 | $683.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 5.36% | 2,244,798 | $535.1M | Add +2.1% |
| SYK Stryker Corp. | 3.90% | 1,148,633 | $389.6M | Reduce -0.4% |
| AAPL Apple Inc. | 3.73% | 1,428,525 | $372.1M | Add +0.8% |
| INTU Intuit Inc. | 3.57% | 1,013,921 | $355.8M | Add +7.5% |
| NVDA Nvidia Corp. | 3.43% | 1,816,826 | $342.7M | Add +4.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.42% | 2,110,101 | $341.0M | Reduce -2.4% |
| DHR Danaher Corp. | 3.15% | 1,659,664 | $314.7M | Add +0.0% |
| TMO Thermo Fisher Scientific Inc. | 2.64% | 531,221 | $263.5M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 2.39% | 238,385 | $238.0M | Reduce -2.2% |
| AMT American Tower Corp. | 2.19% | 1,216,494 | $218.1M | Reduce -5.6% |
| PH Parker Hannifin Corp. | 2.02% | 204,952 | $201.7M | Reduce -1.0% |
| NXPI NXP Semiconductors NV | 1.98% | 967,587 | $197.7M | Add +0.1% |
| EOG EOG Resources Inc. | 1.90% | 1,389,668 | $189.3M | Reduce -0.7% |
| V Visa Inc. Class A | 1.81% | 594,986 | $181.1M | Add +1.7% |
| META Meta Platforms Inc. Class A | 1.67% | 264,570 | $166.6M | Add +4.3% |
| ABT Abbott Laboratories | 1.62% | 1,614,049 | $161.9M | Reduce -2.0% |
| CNI Canadian Natl Railway Co. | 1.40% | 1,272,014 | $140.0M | Reduce -2.6% |
| FISV Fiserv Inc. | 1.40% | 2,496,505 | $140.0M | Reduce -5.2% |
| NOW ServiceNow Inc. | 1.40% | 1,683,979 | $139.8M | Add +5.9% |
| SNPS Synopsys Inc. | 1.27% | 323,454 | $126.9M | Add +9.8% |
| ADP Automatic Data Processing | 1.15% | 605,915 | $114.4M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 233,103 | $111.9M | Add +6.8% |
| VEEV Veeva Systems Inc. Class A | 1.11% | 734,477 | $111.2M | Add +10.4% |
| CHD Church & Dwight Co. Inc. | 1.05% | 1,096,718 | $104.6M | Reduce -4.1% |
| PAYC Paycom Software Inc. | 0.88% | 769,647 | $87.4M | Reduce -10.7% |
| QCOM Qualcomm Inc. | 0.85% | 663,893 | $85.0M | Add +3.5% |
| HD Home Depot Inc. | 0.83% | 245,535 | $82.8M | Reduce -1.9% |
| SBUX Starbucks Corp. | 0.82% | 847,946 | $81.9M | Reduce -3.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.81% | 54,328 | $80.3M | Add +2.0% |
| LOW Lowe's Cos Inc. | 0.77% | 312,897 | $76.4M | Reduce -1.5% |
| PM Philip Morris International | 0.76% | 474,088 | $76.1M | Reduce -2.5% |
| ADI Analog Devices Inc. | 0.71% | 201,613 | $70.6M | Add +2.1% |
| IDXX Idexx Laboratories Inc. | 0.69% | 122,304 | $68.9M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 0.68% | 724,600 | $67.4M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.62% | 272,948 | $61.5M | Reduce -37.9% |
| JNJ Johnson & Johnson | 0.61% | 256,261 | $61.1M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 0.60% | 414,454 | $60.2M | Reduce -0.7% |
| WEX Wex Inc. | 0.60% | 375,110 | $59.8M | Reduce -8.1% |
| GOOG Alphabet Inc. Class C | 0.57% | 179,906 | $56.8M | Reduce -2.3% |
| UNP Union Pacific Corp. | 0.57% | 226,335 | $56.7M | Reduce -2.6% |
| XOM Exxon Mobil Corp. | 0.57% | 370,634 | $56.5M | Add +0.4% |
| REGN Regeneron Pharmaceuticals | 0.54% | 72,430 | $54.2M | Reduce -16.7% |
| CSL Carlisle Cos Inc. | 0.46% | 132,345 | $46.2M | Add +30.8% |
| MRK Merck & Co. Inc. | 0.41% | 337,029 | $40.9M | Reduce -2.3% |
| DKS Dick's Sporting Goods Inc. | 0.39% | 182,824 | $38.8M | Add +17.4% |
| VLTO Veralto Corp. | 0.39% | 432,805 | $38.7M | Reduce -2.0% |
| BR Broadridge Financial Solutio | 0.38% | 252,818 | $38.2M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.37% | 39,188 | $36.8M | Add +194.1% |
| MCD McDonald's Corp. | 0.32% | 106,061 | $32.4M | Reduce -4.1% |
| NKE Nike Inc. Class B | 0.31% | 718,819 | $30.6M | Reduce -0.9% |
| ROST Ross Stores Inc. | 0.29% | 130,760 | $28.9M | Reduce -3.1% |
| PEP Pepsico Inc. | 0.27% | 168,536 | $26.5M | Reduce -4.4% |
| ROP Roper Technologies Inc. | 0.23% | 68,223 | $23.4M | Reduce -42.4% |
| CBT Cabot Corp. | 0.21% | 286,044 | $21.3M | No change |
| CRM Salesforce Inc. | 0.21% | 128,841 | $21.3M | Reduce -19.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.19% | 921,260 | $18.5M | Reduce -23.2% |
| AMGN Amgen Inc. | 0.18% | 50,536 | $17.7M | Reduce -2.9% |
| MSCI MSCI Inc. | 0.17% | 30,965 | $16.6M | No change |
| ECL Ecolab Inc. | 0.17% | 60,352 | $16.5M | Add +37.2% |
| ACN Accenture PLC Class A | 0.16% | 91,149 | $16.4M | Reduce -4.6% |
| RTX RTX Corp. | 0.14% | 70,060 | $14.1M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.14% | 45,554 | $14.1M | Reduce -37.1% |
| ALGN Align Technology Inc. | 0.13% | 76,830 | $13.3M | Reduce -31.1% |
| ABBV Abbvie Inc. | 0.13% | 63,041 | $13.1M | Reduce -2.1% |
| ANET Arista Networks Inc. | 0.13% | 87,427 | $12.9M | Reduce -15.9% |
| CVX Chevron Corp. | 0.13% | 67,909 | $12.8M | Reduce -3.0% |
| WSO Watsco Inc. | 0.12% | 29,416 | $12.0M | Reduce -5.5% |
| AVGO Broadcom Inc. | 0.11% | 30,529 | $11.3M | Add +11.1% |
| GLD SPDR Gold Shares | 0.11% | 24,417 | $10.7M | Add +221.6% |
| ITW Illinois Tool Works | 0.10% | 35,945 | $9.7M | Add +0.3% |
| HDB HDFC Bank Ltd.-ADR | 0.10% | 358,397 | $9.6M | Reduce -0.9% |
| WMT Walmart Inc. | 0.09% | 69,422 | $8.8M | Reduce -6.6% |
| ROK Rockwell Automation Inc. | 0.09% | 21,410 | $8.5M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 11,961 | $8.1M | Add +7.7% |
| KO The Coca-Cola Co. | 0.08% | 101,371 | $7.9M | Reduce -3.7% |
| DE Deere & Co. | 0.07% | 11,513 | $7.0M | No change |
| CL Colgate-Palmolive Co. | 0.07% | 81,469 | $6.9M | Reduce -1.0% |
| TKR Timken Co. | 0.06% | 60,521 | $6.5M | No change |
| COP Conocophillips | 0.06% | 50,358 | $6.2M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 18,271 | $6.1M | Reduce -5.5% |
| APD Air Products & Chemicals Inc. | 0.06% | 20,375 | $6.1M | Reduce -2.4% |
| NEE Nextera Energy Inc. | 0.05% | 54,977 | $5.2M | Add +2.2% |
| CTAS Cintas Corp. | 0.05% | 28,374 | $5.0M | No change |
| CMI Cummins Inc. | 0.05% | 7,517 | $4.6M | No change |
| NSC Norfolk Southern Corp. | 0.04% | 14,865 | $4.4M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 14,271 | $4.4M | No change |
| HON Honeywell International Inc. | 0.04% | 18,100 | $4.3M | Reduce -0.4% |
| CB Chubb Ltd. | 0.04% | 12,552 | $4.1M | No change |
| CSCO Cisco Systems Inc. | 0.04% | 48,733 | $4.0M | Add +1.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 105,554 | $4.0M | Reduce -1.7% |
| NFLX Netflix Inc. | 0.04% | 36,985 | $3.8M | Add +4.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 37,989 | $3.8M | Reduce -17.1% |
| STT State Street Corp. | 0.04% | 26,918 | $3.8M | No change |
| SPGI S&P Global Inc. | 0.04% | 9,028 | $3.8M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 6,097 | $3.7M | No change |
| MS Morgan Stanley | 0.04% | 20,534 | $3.6M | Add +2.1% |
| GLW Corning Inc. | 0.03% | 18,998 | $3.3M | Reduce -3.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $329 (not counted above)
Total filed on the 13F, all lines: $10.0B.
Portfolio Sells Q4 2025 → Q1 2026
| ADBE Adobe Inc. | Reduce -37.9% | 0.62% | −0.57 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 2.64% | −0.41 |
| ADP Automatic Data Processing | Reduce -2.7% | 1.15% | −0.29 |
| PAYC Paycom Software Inc. | Reduce -10.7% | 0.88% | −0.23 |
| FISV Fiserv Inc. | Reduce -5.2% | 1.40% | −0.18 |
| TTD Trade Desk Inc./the Class A | Reduce -23.2% | 0.19% | −0.16 |
| ROP Roper Technologies Inc. | Reduce -42.4% | 0.23% | −0.16 |
| CRM Salesforce Inc. | Reduce -19.8% | 0.21% | −0.12 |
| NKE Nike Inc. Class B | Reduce -0.9% | 0.31% | −0.11 |
| BR Broadridge Financial Solutio | Reduce -0.8% | 0.38% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -1.4% | 0.69% | −0.09 |
| ACN Accenture PLC Class A | Reduce -4.6% | 0.16% | −0.07 |
| REGN Regeneron Pharmaceuticals | Reduce -16.7% | 0.54% | −0.06 |
| BAC Bank of America Corp. | Reduce -74.4% | 0.03% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -37.1% | 0.14% | −0.06 |
| ALGN Align Technology Inc. | Reduce -31.1% | 0.13% | −0.04 |
| HD Home Depot Inc. | Reduce -1.9% | 0.83% | −0.03 |
| PM Philip Morris International | Reduce -2.5% | 0.76% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.77% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.7% | 0.04% | −0.02 |
| VLTO Veralto Corp. | Reduce -2.0% | 0.39% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -91.5% | 0.00% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.9% | 0.10% | −0.01 |
| JKHY Jack Henry & Associates Inc. | Reduce -26.9% | 0.02% | −0.01 |
| ANET Arista Networks Inc. | Reduce -15.9% | 0.13% | −0.01 |
| ZTS Zoetis Inc. | Reduce -36.3% | 0.02% | −0.01 |
| DIS The Walt Disney Co. | Reduce -17.1% | 0.04% | −0.01 |
| CVS CVS Health Corp. | Reduce -89.1% | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -22.6% | 0.01% | −0.00 |
| FDS Factset Research Systems Inc. | Reduce -5.8% | 0.02% | −0.00 |
| COF Capital One Financial Corp. | Reduce -11.8% | 0.03% | −0.00 |
| IQV Iqvia Holdings Inc. | Reduce -17.3% | 0.01% | −0.00 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.00 |
| MELI MercadoLibre Inc. | Reduce -3.5% | 0.01% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -15.6% | 0.02% | −0.00 |
| PAYX Paychex Inc. | Reduce -0.3% | 0.02% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.02% | −0.00 |
| UL Unilever PLC-Sponsored ADR | Reduce -4.6% | 0.03% | −0.00 |
| TSCO Tractor Supply Company | Reduce -24.9% | 0.00% | −0.00 |
| TEAM Atlassian Corp. Class A | Reduce -1.3% | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 0.03% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -30.9% | 0.01% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -10.5% | 0.00% | −0.00 |
| SYY Sysco Corp. | Reduce -5.5% | 0.01% | −0.00 |
| TDG Transdigm Group Inc. | Reduce -0.3% | 0.02% | −0.00 |
| ADSK Autodesk Inc. | Reduce -28.7% | 0.00% | −0.00 |
| ARGT Global X MSCI Argentina ETF | Reduce -26.0% | 0.00% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -2.6% | 0.01% | −0.00 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.00 |
| MMYT Makemytrip Ltd. | Reduce -17.2% | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | Add +2.1% | 5.36% | +0.49 |
| NVDA Nvidia Corp. | Add +4.4% | 3.43% | +0.46 |
| AAPL Apple Inc. | Add +0.8% | 3.73% | +0.41 |
| LLY Eli Lilly & Co. | Add +194.1% | 0.37% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.8% | 1.12% | +0.18 |
| ADI Analog Devices Inc. | Add +2.1% | 0.71% | +0.16 |
| CSL Carlisle Cos Inc. | Add +30.8% | 0.46% | +0.15 |
| META Meta Platforms Inc. Class A | Add +4.3% | 1.67% | +0.12 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.57% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.0% | 0.81% | +0.10 |
| DKS Dick's Sporting Goods Inc. | Add +17.4% | 0.39% | +0.10 |
| V Visa Inc. Class A | Add +1.7% | 1.81% | +0.09 |
| GLD SPDR Gold Shares | Add +221.6% | 0.11% | +0.07 |
| ECL Ecolab Inc. | Add +37.2% | 0.17% | +0.05 |
| AVGO Broadcom Inc. | Add +11.1% | 0.11% | +0.03 |
| LMT Lockheed Martin Corp. | Add +183.4% | 0.02% | +0.02 |
| OZK Bank Ozk | Add +3225.8% | 0.01% | +0.01 |
| ITW Illinois Tool Works | Add +0.3% | 0.10% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.7% | 0.08% | +0.01 |
| NFLX Netflix Inc. | Add +4.6% | 0.04% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.2% | 0.05% | +0.01 |
| HASI Ha Sustainable Infrastructur | Add +11.1% | 0.03% | +0.01 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.6% | 0.04% | +0.01 |
| SHEL Shell PLC-ADR | Add +0.9% | 0.01% | +0.00 |
| MS Morgan Stanley | Add +2.1% | 0.04% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +18.7% | 0.01% | +0.00 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.01% | +0.00 |
| KLAC KLA Corp. | Add +33.2% | 0.01% | +0.00 |
| TXN Texas Instruments Inc. | Add +2.1% | 0.01% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.9% | 0.03% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +20.3% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +3.3% | 0.01% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +385.7% | 0.00% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +114.5% | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +1.7% | 0.00% | +0.00 |
| PWR Quanta Services Inc. | New | 0.00% | +0.00 |
| AWK American Water Works Co. Inc. | Add +0.2% | 0.01% | +0.00 |
| WAT Waters Corp. | New | 0.00% | +0.00 |
| NUE Nucor Corp. | Add +355.5% | 0.00% | +0.00 |
| TMUS T-Mobile US Inc. | Add +13.3% | 0.01% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +25.0% | 0.00% | +0.00 |
| TT Trane Technologies PLC | Add +60.6% | 0.00% | +0.00 |
| GILD Gilead Sciences Inc. | Add +4.7% | 0.01% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Add +0.3% | 0.01% | +0.00 |
| TTE Totalenergies SE | New | 0.00% | +0.00 |
| ACGL Arch Capital Group Ltd. | Add +2.8% | 0.01% | +0.00 |
| J Jacobs Solutions Inc. | Add +48.8% | 0.00% | +0.00 |
| WDC Western Digital Corp. | New | 0.00% | +0.00 |
| LNG Cheniere Energy Inc. | 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 |