Q2 2026 13F · SEC CIK 932974

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.3B
Reported positions: 564
Top holdings a year, 3 yrs: +6.4%
Average holding period: 11.5 yrs

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma is a wealth manager that reported 564 positions worth $10.3B in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Alphabet Inc (GOOGL, 9.8%), Mastercard Inc. (MA, 6.9%), Microsoft Corp (MSFT, 6.7%). A portfolio copying its top holdings returned 6.4% a year over the last 3 years, against 20.4% for the S&P 500.

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma holdings largest 50 of 564 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	9.8%	9.2%	2,820,758	-2.3%	$1.0B
MAMastercard Inc.	6.9%	6.9%	1,379,579	+0.0%	$708.6M
MSFTMicrosoft Corp	6.7%	6.8%	1,847,490	+0.3%	$689.2M
AMZNAmazon Com Inc Com	5.2%	5.4%	2,248,322	+0.2%	$535.9M
AAPLApple Inc	4.1%	3.7%	1,446,076	+1.2%	$418.4M
NVDANvidia Corporation Com	3.7%	3.4%	1,901,921	+4.7%	$380.6M
SYKStryker Corporation	3.5%	3.9%	1,154,957	+0.6%	$363.6M
DHRDanaher Corporation	3.1%	3.2%	1,677,392	+1.1%	$319.5M
TJXTjx Cos Inc New Com	3.0%	3.4%	2,050,213	-2.8%	$310.6M
INTUIntuit	2.6%	3.6%	1,040,089	+2.6%	$271.5M
NXPINxp Semiconductors N V	2.6%	2.0%	952,055	-1.6%	$267.6M
TMOThermo Fisher Scientific Inc	2.4%	2.6%	491,482	-7.5%	$246.4M
COSTCostco Whsl Corp New	2.1%	2.4%	233,991	-1.8%	$218.9M
VVisa Inc Com Cl A	2.0%	1.8%	606,481	+1.9%	$208.1M
PHParker-Hannifin Corp	1.9%	2.0%	204,898	-0.0%	$200.4M
AMTAmerican Tower Corp	1.8%	2.2%	1,131,412	-7.0%	$185.1M
EOGEog Res Inc	1.8%	1.9%	1,401,159	+0.8%	$181.8M
NOWServicenow Inc Com	1.7%	1.4%	1,746,805	+3.7%	$173.4M
SNPSSynopsys Inc	1.5%	1.3%	351,492	+8.7%	$156.8M
METAMeta Platforms Inc Class A	1.5%	1.7%	274,239	+3.7%	$154.5M
CNICanadian Natl Ry Co	1.4%	1.4%	1,251,453	-1.6%	$149.2M
ABTAbbott Laboratories	1.4%	1.6%	1,566,186	-3.0%	$142.1M
VEEVVeeva Sys Inc	1.4%	1.1%	793,242	+8.0%	$140.8M
ADPAutomatic Data Processing Inc Com	1.3%	1.1%	601,164	-0.8%	$134.6M
ASMLAsml Hldg NV	1.3%	0.8%	64,926	+19.5%	$129.2M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.1%	240,375	+3.1%	$120.3M
FISVFiserv Inc	1.1%	1.4%	2,302,492	-7.8%	$112.9M
QCOMQualcomm Inc	1.0%	0.9%	568,090	-14.4%	$105.0M
CHDChurch & Dwight Co Inc	1.0%	1.0%	1,049,547	-4.3%	$101.7M
PAYCPaycom Software Inc.	0.9%	0.9%	726,250	-5.6%	$91.3M
HDHome Depot Inc Com	0.8%	0.8%	245,398	-0.1%	$86.5M
PMPhilip Morris Intl Inc Com	0.8%	0.8%	473,423	-0.1%	$85.6M
ADIAnalog Devices Inc	0.8%	0.7%	213,765	+6.0%	$84.9M
SBUXStarbucks Corp Com	0.8%	0.8%	788,650	-7.0%	$80.6M
LLYLilly Eli & Co	0.7%	—	59,780	—	$71.7M
LOWLowes Cos Inc	0.7%	0.8%	306,171	-2.1%	$67.5M
UNPUnion Pac Corp	0.6%	0.6%	243,107	+7.4%	$66.1M
CSLCarlisle Cos Inc	0.6%	0.5%	178,330	+34.7%	$64.7M
ORLYO'Reilly Automotive Inc	0.6%	0.7%	701,277	-3.2%	$64.6M
JNJJohnson & Johnson	0.6%	0.6%	252,775	-1.4%	$64.2M
IDXXIdexx Labs Inc	0.6%	0.7%	117,195	-4.2%	$61.7M
PGProcter & Gamble Co Com	0.6%	0.6%	417,142	+0.6%	$61.2M
GOOGAlphabet Inc	0.6%	0.6%	168,603	-6.3%	$59.6M
WPLCFWise Group PLC	0.5%	—	4,378,556	—	$52.1M
WEXWEX Inc	0.5%	0.6%	367,338	-2.1%	$51.8M
XOMExxon Mobil Corp	0.5%	0.6%	372,595	+0.5%	$50.9M
DKSDicks Sporting Goods Inc Com	0.4%	0.4%	189,630	+3.7%	$43.0M
MRKMerck & Co. Inc	0.4%	0.4%	332,735	-1.3%	$42.8M
REGNRegeneron Pharmaceuticals	0.4%	0.5%	65,875	-9.1%	$41.1M
VLTOVeralto Corp	0.4%	0.4%	426,513	-1.5%	$37.8M

What Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -4.3% /yr; S&P 500 +20.1%
3 years: +6.4% /yr; S&P 500 +20.4%
5 years: +2.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$10.3B	564
Q1 2026	$10.0B	559
Q4 2025	$11.0B	533
Q3 2025	$11.4B	526
Q2 2025	$11.3B	517
Q1 2025	$10.3B	559
Q4 2024	$11.6B	559
Q3 2024	$11.2B	570
Q2 2024	$10.9B	550
Q1 2024	$10.1B	562
Q4 2023	$10.1B	553
Q3 2023	$8.9B	606

Questions about Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's portfolio

What stocks does Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma own?

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 564 positions worth $10.3B. The largest are Alphabet Inc (GOOGL) at 9.8%, Mastercard Inc. (MA) at 6.9%, Microsoft Corp (MSFT) at 6.7%, Amazon Com Inc Com (AMZN) at 5.2% and Apple Inc (AAPL) at 4.1%.

What did Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma buy last quarter?

In Q2 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma added Carlisle Cos Inc (CSL) (+34.7% shares), Asml Hldg NV (ASML) (+19.5% shares) and Synopsys Inc (SNPS) (+8.7% shares), compared with its Q1 2026 filing.

What did Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma sell last quarter?

In Q2 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Broadridge Financial Solutions (BR), Qualcomm Inc (QCOM) (-14.4% shares), Regeneron Pharmaceuticals (REGN) (-9.1% shares) and Fiserv Inc (FISV) (-7.8% shares), compared with its Q1 2026 filing.

How has Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's portfolio performed?

A portfolio copying Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -4.3% against +20.1%. Over 5 years: +2.1% a year against +11.6%.

When is Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's next 13F filing due?

13F filings are due 45 days after each quarter ends. Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.