LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2026
Top Holdings560 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.9M | $916.3M | 9.2% | $96.92 | +213.23% | 29 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.4M | $687.7M | 6.9% | $227.08 | +130.90% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $683.4M | 6.8% | $119.20 | +238.87% | 29 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 2.2M | $535.1M | 5.4% | $116.08 | +79.81% | 29 qtrssince 2019-Q1 | Increased 62 |
STRYKER CORP | 1.1M | $389.6M | 3.9% | $184.95 | +107.94% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $372.1M | 3.7% | $96.65 | +162.13% | 29 qtrssince 2019-Q1 | Increased 57 |
INTUIT INC | 1M | $355.8M | 3.6% | $274.37 | +57.94% | 29 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 1.8M | $342.7M | 3.4% | $122.42 | +47.07% | 29 qtrssince 2019-Q1 | Increased 59 |
TJX COMPANIES INC | 2.1M | $341M | 3.4% | $48.17 | +229.44% | 29 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $314.7M | 3.2% | $114.18 | +78.67% | 29 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 531,221 | $263.5M | 2.6% | $408.40 | +24.41% | 29 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 238,385 | $238M | 2.4% | $366.81 | +170.82% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.2M | $218.1M | 2.2% | $165.12 | +15.22% | 29 qtrssince 2019-Q1 | Decreased 0 |
PARKER HANNIFIN CORP | 204,952 | $201.7M | 2.0% | $374.03 | +164.33% | 29 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 967,587 | $197.7M | 2.0% | $91.13 | +136.20% | 29 qtrssince 2019-Q1 | Increased 48 |
EOG RESOURCES INC | 1.4M | $189.3M | 1.9% | $69.62 | +104.53% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 594,986 | $181.1M | 1.8% | $160.01 | +88.15% | 29 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC-CLASS A | 264,570 | $166.6M | 1.7% | $267.17 | +145.19% | 29 qtrssince 2019-Q1 | Increased 50 |
ABBOTT LABORATORIES | 1.6M | $161.9M | 1.6% | $70.37 | +43.96% | 29 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.3M | $140M | 1.4% | $78.86 | +29.61% | 29 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10B across 560 positions as of Q1 2026. Top holdings: GOOGL (9.2%), MA (6.9%), MSFT (6.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 44 new positions, 18 exits, 85 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $10.0B across 560 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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