LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2026
Top Holdings560 positions
ALPHABET INC | 2.9M | $916.3M | 9.2% | $64.73 | +343.72% | 29 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.4M | $687.7M | 6.9% | $226.31 | +120.04% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $683.4M | 6.8% | $118.51 | +211.10% | 29 qtrssince 2019-Q1 | Increased 61 |
AMAZON COM INC | 2.2M | $535.1M | 5.4% | $112.21 | +85.61% | 29 qtrssince 2019-Q1 | Increased 62 |
STRYKER CORPORATION | 1.1M | $389.6M | 3.9% | $183.46 | +78.06% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $372.1M | 3.7% | $46.97 | +439.39% | 29 qtrssince 2019-Q1 | Increased 57 |
INTUIT | 1M | $355.8M | 3.6% | $272.22 | +57.64% | 29 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORPORATION | 1.8M | $342.7M | 3.4% | $57.80 | +201.05% | 29 qtrssince 2019-Q1 | Increased 59 |
TJX COS INC NEW | 2.1M | $341M | 3.4% | $48.17 | +229.44% | 29 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.7M | $314.7M | 3.2% | $113.50 | +66.41% | 29 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 531,221 | $263.5M | 2.6% | $406.94 | +20.57% | 29 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 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% | $373.55 | +138.64% | 29 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 967,587 | $197.7M | 2.0% | $89.97 | +117.10% | 29 qtrssince 2019-Q1 | Increased 48 |
EOG RES INC | 1.4M | $189.3M | 1.9% | $69.62 | +104.53% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 594,986 | $181.1M | 1.8% | $160.01 | +88.15% | 29 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC | 264,570 | $166.6M | 1.7% | $262.75 | +117.37% | 29 qtrssince 2019-Q1 | Increased 50 |
ABBOTT LABORATORIES | 1.6M | $161.9M | 1.6% | $69.94 | +43.96% | 29 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 1.3M | $140M | 1.4% | $78.44 | +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 Score: 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
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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