LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2026
Top Holdings565 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.8M | $1B | 9.8% | $96.92 | +252.87% | 30 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.4M | $708.6M | 6.9% | $227.19 | +163.42% | 30 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.8M | $689.2M | 6.7% | $119.16 | +316.55% | 30 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 2.2M | $535.9M | 5.2% | $116.27 | +123.85% | 30 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.4M | $418.4M | 4.1% | $98.98 | +216.68% | 30 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 1.9M | $380.6M | 3.7% | $125.90 | +66.53% | 30 qtrssince 2019-Q1 | Increased 60 |
STRYKER CORP | 1.2M | $363.6M | 3.5% | $185.66 | +77.56% | 30 qtrssince 2019-Q1 | Increased 57 |
DANAHER CORP | 1.7M | $319.5M | 3.1% | $114.99 | +87.29% | 30 qtrssince 2019-Q1 | Increased 57 |
TJX COMPANIES INC | 2.1M | $310.6M | 3.0% | $48.17 | +184.08% | 30 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1M | $271.5M | 2.6% | $274.01 | +26.23% | 30 qtrssince 2019-Q1 | Increased 54 |
NXP SEMICONDUCTORS NV | 952,055 | $267.6M | 2.6% | $91.13 | +144.87% | 30 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 491,482 | $246.4M | 2.4% | $408.40 | +55.17% | 30 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 233,991 | $218.9M | 2.1% | $366.81 | +160.66% | 30 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 606,481 | $208.1M | 2.0% | $163.46 | +134.85% | 30 qtrssince 2019-Q1 | Increased 53 |
PARKER HANNIFIN CORP | 204,898 | $200.4M | 1.9% | $374.03 | +177.92% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.1M | $185.1M | 1.8% | $165.12 | +6.42% | 30 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 1.4M | $181.8M | 1.8% | $70.11 | +106.60% | 30 qtrssince 2019-Q1 | Increased 48 |
SERVICENOW INC | 1.7M | $173.4M | 1.7% | $141.02 | -10.79% | 30 qtrssince 2019-Q1 | Increased 50 |
SYNOPSYS INC | 351,492 | $156.8M | 1.5% | $499.46 | -17.91% | 30 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 274,239 | $154.5M | 1.5% | $277.61 | +107.53% | 30 qtrssince 2019-Q1 | Increased 50 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.3B across 565 positions as of Q2 2026. Top holdings: GOOGL (9.8%), MA (6.9%), MSFT (6.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 34 new positions, 29 exits, 100 increased. Top move: MA (INCREASED, conviction 61). Portfolio: $10.3B across 565 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR