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Loring Wolcott Coolidge Fa

Latest statistics and disclosures from Loring Wolcott & Coolidge Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, MSFT, MA, AMZN, INTU, and represent 33.09% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: NOW (+$168M), QCOM (+$60M), CSL (+$35M), META (+$22M), INTU (+$8.3M), VEEV, TKR, V, UL, DKS.
Started 37 new stock positions in MPWR, AGG, RACE, FG, SOLS, URI, FIS, VSGX, MIRM, PHG.
Reduced shares in these 10 stocks: ROP (-$35M), ADBE (-$22M), FI (-$19M), AMT (-$16M), GOOGL (-$13M), PAYC (-$13M), WEX (-$11M), CRM (-$9.9M), CNI (-$8.8M), TJX (-$8.7M).
Sold out of its positions in BIDU, BYND, KMX, XCEM, CPRT, ASHR, XRAY, DEO, FICO, GBDC.
Loring Wolcott & Coolidge Fiduciary Advisors was a net buyer of stock by $59M.
Loring Wolcott & Coolidge Fiduciary Advisors has $11B in assets under management (AUM), dropping by -3.18%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 534 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 534 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors Dec. 31, 2025 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Common Stock (GOOGL)	9.0	$995M		3.0M	334.55	View chart
Microsoft Corp Common Stock (MSFT)	8.0	$885M		1.8M	480.58	View chart
Mastercard Common Stock (MA)	6.5	$720M		1.4M	520.41	View chart
Amazon.com Common Stock (AMZN)	4.9	$538M		2.2M	244.68	View chart
Intuit Common Stock (INTU)	4.7	$514M		943k	545.40	View chart
Stryker Corp Common Stock (SYK)	3.7	$409M		1.2M	354.57	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.5	$391M		1.7M	235.75	View chart
Apple Common Stock (AAPL)	3.3	$366M		1.4M	258.27	View chart
Thermo Fisher Scientific Common Stock (TMO)	3.1	$337M		540k	623.91	View chart
Nvidia Corp Common Stock (NVDA)	3.0	$328M		1.7M	188.52	View chart
Tjx Companies Common Stock (TJX)	2.9	$320M	-2%	2.2M	148.01	View chart
Costco Wholesale Corp Common Stock (COST)	2.1	$237M		244k	970.28	View chart
American Tower Corp Common Stock (AMT)	2.1	$232M	-6%	1.3M	180.07	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.0	$222M		967k	229.42	View chart
Servicenow Common Stock (NOW)	1.9	$210M	+407%	1.6M	131.80	View chart
Parker-hannifin Corp Common Stock (PH)	1.7	$192M		207k	925.97	View chart
Visa Common Stock (V)	1.7	$190M		585k	325.26	View chart
Abbott Laboratories Common Stock (ABT)	1.6	$178M		1.6M	108.27	View chart
Fiserv Common Stock (FI)	1.6	$175M	-9%	2.6M	66.29	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.5	$171M	+14%	254k	672.97	View chart
Automatic Data Processing Common Stock (ADP)	1.4	$159M		623k	254.51	View chart
Eog Resources Common Stock (EOG)	1.4	$152M		1.4M	108.59	View chart
Synopsys Common Stock (SNPS)	1.3	$148M	-3%	295k	502.70	View chart
Veeva Systems Common Stock (VEEV)	1.3	$145M	+3%	665k	217.87	View chart
Canadian National Railway Foreign Stock (CNI)	1.2	$131M	-6%	1.3M	100.48	View chart
Adobe Systems Common Stock (ADBE)	1.2	$131M	-14%	439k	297.42	View chart
Paycom Software Common Stock (PAYC)	1.1	$123M	-9%	862k	142.19	View chart
Church & Dwight Common Stock (CHD)	1.0	$106M	-6%	1.1M	92.33	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.9	$104M	+2%	218k	474.67	View chart
Qualcomm Common Stock (QCOM)	0.9	$98M	+158%	641k	153.04	View chart
Home Depot Common Stock (HD)	0.9	$95M	-2%	250k	380.36	View chart
Lowes Companies Common Stock (LOW)	0.8	$87M	-3%	318k	273.94	View chart
Philip Morris International Common Stock (PM)	0.8	$87M		486k	178.88	View chart
Idexx Labs Common Stock (IDXX)	0.8	$86M	-2%	124k	694.75	View chart
Starbucks Corp Common Stock (SBUX)	0.8	$84M		875k	95.72	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.7	$78M		53k	1454.59	View chart
O'reilly Automotive Common Stock (ORLY)	0.7	$73M		729k	100.62	View chart
Regeneron Phar Common Stock (REGN)	0.6	$67M	-5%	87k	771.25	View chart
Wex Common Stock (WEX)	0.6	$64M	-14%	408k	156.70	View chart
Procter & Gamble Common Stock (PG)	0.6	$62M	+4%	417k	148.34	View chart
Alphabet Common Stock (GOOG)	0.6	$62M		184k	335.00	View chart
Analog Devices Corp Common Stock (ADI)	0.5	$60M	+2%	197k	303.83	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$59M		262k	224.44	View chart
Union Pacific Common Stock (UNP)	0.5	$54M	-2%	232k	232.55	View chart
Broadridge Financial Solutions Common Stock (BR)	0.5	$53M		255k	206.42	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$51M	-2%	369k	136.83	View chart
Nike Inc Class B Common Stock (NKE)	0.4	$46M		725k	63.09	View chart
Veralto Corporation Common Stock (VLTO)	0.4	$44M		442k	100.56	View chart
Roper Industries Common Stock (ROP)	0.4	$44M	-44%	118k	369.27	View chart
Trade Desk Common Stock (TTD)	0.4	$39M	-15%	1.2M	32.19	View chart
Merck & Co Common Stock (MRK)	0.3	$37M	-5%	345k	107.92	View chart
Salesforce.com Common Stock (CRM)	0.3	$37M	-21%	161k	228.53	View chart
Carlisle Cos Common Stock (CSL)	0.3	$35M	+6717%	101k	346.10	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$35M	-3%	111k	314.13	View chart
Dicks Sporting Goods Common Stock (DKS)	0.3	$32M	+9%	156k	205.81	View chart
Accenture Foreign Stock (ACN)	0.2	$26M		96k	275.80	View chart
Pepsico Common Stock (PEP)	0.2	$26M	-17%	176k	148.78	View chart
Ross Stores Common Stock (ROST)	0.2	$25M	-4%	135k	186.00	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.2	$22M		72k	300.31	View chart
Cabot Corp Common Stock (CBT)	0.2	$21M		286k	71.56	View chart
Align Technology Common Stock (ALGN)	0.2	$19M	-26%	112k	167.04	View chart
Amgen Common Stock (AMGN)	0.2	$18M	-9%	52k	351.32	View chart
Msci Common Stock (MSCI)	0.2	$18M	-8%	31k	581.75	View chart
Arista Networks Common Stock (ANET)	0.1	$15M		104k	146.69	View chart
Abbvie Common Stock (ABBV)	0.1	$14M		64k	223.93	View chart
Rtx Corp Common Stock (RTX)	0.1	$14M		71k	201.28	View chart
Lilly Common Stock (LLY)	0.1	$14M		13k	1039.51	View chart
Ecolab Common Stock (ECL)	0.1	$13M	-2%	44k	284.09	View chart
Watsco Common Stock (WSO)	0.1	$12M	-7%	31k	385.84	View chart
Chevron Corp Common Stock (CVX)	0.1	$12M		70k	169.05	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.1	$12M	-5%	362k	32.44	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$9.7M		186k	52.17	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.3M		36k	258.69	View chart
Rockwell Automation Common Stock (ROK)	0.1	$9.3M	-3%	22k	419.75	View chart
Broadcom Common Stock (AVGO)	0.1	$9.1M		28k	332.79	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$8.7M	+2%	74k	116.94	View chart
Coca-cola Common Stock (KO)	0.1	$7.7M	-7%	105k	73.55	View chart
SPDR Equity Mutual F (SPY)	0.1	$7.7M		11k	695.51	View chart
Colgate Palmolive Common Stock (CL)	0.1	$7.1M		82k	85.76	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.1	$6.8M	-4%	107k	62.89	View chart
Vanguard Equity Mutual F (VTI)	0.1	$6.6M		19k	343.27	View chart
Deere & Co Common Stock (DE)	0.1	$6.0M		12k	519.19	View chart
Timken Common Stock (TKR)	0.1	$5.7M	+278%	61k	93.89	View chart
Cintas Corp Common Stock (CTAS)	0.0	$5.4M		28k	191.21	View chart
Air Products & Chemicals Common Stock (APD)	0.0	$5.4M		21k	259.12	View chart
Walt Disney Productions Common Stock (DIS)	0.0	$5.1M	-5%	46k	110.61	View chart
Conocophillips Common Stock (COP)	0.0	$5.0M	-8%	50k	99.87	View chart
Nextera Energy Common Stock (NEE)	0.0	$4.7M		54k	87.15	View chart
S&p Global Common Stock (SPGI)	0.0	$4.6M		8.7k	526.67	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$4.3M		15k	288.97	View chart
Cummins Common Stock (CMI)	0.0	$4.3M		7.5k	576.23	View chart
Ge Aerospace Common Stock (GE)	0.0	$4.2M		14k	297.47	View chart
Honeywell Intl Common Stock (HON)	0.0	$4.0M	-8%	18k	220.91	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$4.0M		14k	293.86	View chart
Invesco Equity Mutual F (QQQ)	0.0	$3.8M	+11%	6.1k	631.13	View chart
Chubb Foreign Stock (CB)	0.0	$3.8M		13k	301.47	View chart
Cisco Systems Common Stock (CSCO)	0.0	$3.8M	-5%	48k	78.68	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$3.7M	-25%	7.0k	525.04	View chart
Morgan Stanley Common Stock (MS)	0.0	$3.7M		20k	182.66	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.0	$3.6M		7.6k	476.10	View chart
Capital One Financial Common Stock (COF)	0.0	$3.5M		16k	217.11	View chart
State Street Corp Common Stock (STT)	0.0	$3.4M		27k	127.62	View chart
Vanguard Equity Mutual F (VIG)	0.0	$3.3M		15k	224.45	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$3.2M	-2%	18k	178.96	View chart
Netflix Common Stock (NFLX)	0.0	$3.0M	+913%	35k	85.58	View chart
Unilever Foreign Stock (UL)	0.0	$3.0M	NEW	45k	67.56	View chart
Zoetis Common Stock (ZTS)	0.0	$3.0M	-15%	24k	124.96	View chart
Paychex Common Stock (PAYX)	0.0	$3.0M	-2%	28k	104.94	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$2.9M		4.00	713000.00	View chart
Booking Holdings Common Stock (BKNG)	0.0	$2.8M	-3%	542.00	5153.41	View chart
Factset Research Systems Common Stock (FDS)	0.0	$2.8M	-4%	10k	268.66	View chart
Ishares Equity Mutual F (IWF)	0.0	$2.7M		5.8k	474.45	View chart
Vanguard Equity Mutual F (VOO)	0.0	$2.7M	+21%	4.2k	639.70	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.6M	-8%	4.1k	635.77	View chart
Edwards Lifescience Corp Common Stock (EW)	0.0	$2.5M	-14%	30k	83.60	View chart
Tesla Motors Common Stock (TSLA)	0.0	$2.5M	-7%	5.8k	430.90	View chart
Ha Sustainable Common Stock (HASI)	0.0	$2.5M		72k	34.38	View chart
Gildan Activewear Foreign Stock (GIL)	0.0	$2.4M	+36%	36k	67.17	View chart
Valmont Industries Common Stock (VMI)	0.0	$2.2M	-5%	4.9k	446.76	View chart
Corning Common Stock (GLW)	0.0	$2.2M		20k	109.74	View chart
Alpha Architect Equity Mutual F (AAEQ)	0.0	$2.1M	NEW	43k	49.80	View chart
Ishares Equity Mutual F (IWO)	0.0	$2.1M	-2%	6.1k	346.11	View chart
Ishares Equity Mutual F (IVV)	0.0	$2.1M	-10%	3.0k	698.65	View chart
Intel Corp Common Stock (INTC)	0.0	$2.1M	-8%	47k	43.93	View chart
Transdigm Group Common Stock (TDG)	0.0	$2.0M	+26%	1.4k	1427.18	View chart
Mercadolibre Common Stock (MELI)	0.0	$2.0M		856.00	2295.00	View chart
American Express Common Stock (AXP)	0.0	$1.9M		5.4k	359.45	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$1.9M		4.0k	474.17	View chart
The Blackstone Group Common Stock (BX)	0.0	$1.8M		13k	148.41	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$1.8M		14k	132.22	View chart
The Hershey Company Common Stock (HSY)	0.0	$1.8M	-36%	9.4k	191.63	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.8M	+3%	16k	116.00	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.7M		7.9k	219.12	View chart
Sysco Corp Common Stock (SYY)	0.0	$1.7M	-4%	21k	83.92	View chart
Shopify Common Stock (SHOP)	0.0	$1.7M		12k	137.50	View chart
Pfizer Common Stock (PFE)	0.0	$1.7M	-32%	64k	26.50	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$1.7M	-6%	30k	55.51	View chart
Ge Vernova Common Stock (GEV)	0.0	$1.7M		2.4k	692.70	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$1.6M		7.4k	212.75	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$1.6M	+14%	32k	49.98	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.5M	-2%	8.8k	170.45	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$1.4M	+17%	5.7k	252.03	View chart
Caterpillar Common Stock (CAT)	0.0	$1.4M	-9%	2.2k	638.91	View chart
Linde Foreign Stock (LIN)	0.0	$1.4M	-20%	3.0k	453.03	View chart
Emerson Electric Common Stock (EMR)	0.0	$1.3M		8.7k	147.67	View chart
Fidelity National Financial Common Stock (FNF)	0.0	$1.2M		23k	54.53	View chart
Aercap Holdings Nv Common Stock (AER)	0.0	$1.2M		8.4k	143.86	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.2M		16k	75.45	View chart
Amphenol Corp Common Stock (APH)	0.0	$1.2M		7.0k	166.25	View chart
Ball Corp Common Stock (BALL)	0.0	$1.1M	-11%	20k	57.01	View chart
Texas Instruments Common Stock (TXN)	0.0	$1.1M	-2%	5.8k	196.63	View chart
Ishares Equity Mutual F (IVW)	0.0	$1.1M		8.9k	125.48	View chart
Xylem Common Stock (XYL)	0.0	$1.1M		7.9k	140.41	View chart
Mckesson Corp Common Stock (MCK)	0.0	$1.1M		1.3k	834.18	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.1M	-29%	5.6k	195.65	View chart
Rb Global Foreign Stock (RBA)	0.0	$1.1M		9.3k	117.40	View chart
Ishares Equity Mutual F (EFV)	0.0	$1.1M		14k	75.69	View chart
Renaissancere Holdings Common Stock (RNR)	0.0	$1.1M		4.0k	274.39	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.1M		6.2k	174.12	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$1.1M		4.4k	241.04	View chart
Novartis Foreign Stock (NVS)	0.0	$1.1M	+6%	7.0k	152.22	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$1.1M		10k	103.72	View chart
Verizon Common Stock (VZ)	0.0	$1.0M	-5%	26k	39.32	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$1.0M		715.00	1425.18	View chart
American Water Works Common Stock (AWK)	0.0	$1.0M		7.7k	130.53	View chart
Gilead Sciences Common Stock (GILD)	0.0	$999k		7.1k	140.97	View chart
Vanguard Equity Mutual F (VEA)	0.0	$990k	-6%	15k	67.16	View chart
Mccormick & Company Common Stock (MKC)	0.0	$988k		16k	63.41	View chart
Vanguard Equity Mutual F (VUG)	0.0	$983k		2.0k	489.90	View chart
Moodys Corp Common Stock (MCO)	0.0	$981k		1.9k	518.87	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$978k		61k	16.14	View chart
Simon Properties Group Common Stock (SPG)	0.0	$974k		5.3k	184.56	View chart
Fastenal Common Stock (FAST)	0.0	$964k		22k	43.95	View chart
Donaldson Common Stock (DCI)	0.0	$963k		9.5k	101.05	View chart
Ametek Common Stock (AME)	0.0	$937k		4.2k	220.56	View chart
Vanguard Equity Mutual F (VTV)	0.0	$933k		4.7k	198.21	View chart
Mondelez International Common Stock (MDLZ)	0.0	$926k	-6%	16k	59.02	View chart
Labcorp Holdings Common Stock (LH)	0.0	$914k		3.4k	271.12	View chart
Enbridge Foreign Stock (ENB)	0.0	$907k		19k	48.02	View chart
Ishares Equity Mutual F (IWM)	0.0	$900k		3.4k	264.73	View chart
Woodward Common Stock (WWD)	0.0	$876k		2.7k	329.43	View chart
Te Foreign Stock (TEL)	0.0	$861k		3.7k	230.78	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$853k		7.0k	122.76	View chart
Crown Castle Intl Corp Common Stock (CCI)	0.0	$849k		9.8k	86.75	View chart
Omnicom Group Common Stock (OMC)	0.0	$847k		11k	78.03	View chart
Qnity Electronics Common Stock (Q)	0.0	$846k	NEW	8.5k	99.45	View chart
Brookfield Corporation Foreign Stock (BN)	0.0	$832k		18k	47.42	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$823k	-44%	1.4k	594.95	View chart
Dupont De Nemours Common Stock (DD)	0.0	$820k		18k	44.61	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$816k		8.7k	93.46	View chart
Open Text Corp Foreign Stock (OTEX)	0.0	$797k		28k	28.44	View chart
Citigroup Common Stock (C)	0.0	$791k		6.9k	114.79	View chart
Warner Music Group Corp Common Stock (WMG)	0.0	$784k		26k	30.26	View chart
Spotify Tech Common Stock (SPOT)	0.0	$776k		1.5k	511.70	View chart
Dover Corp Common Stock (DOV)	0.0	$772k		3.7k	207.26	View chart
Medtronic Foreign Stock (MDT)	0.0	$763k		7.6k	100.69	View chart
Vanguard Equity Mutual F (VEU)	0.0	$756k		9.6k	79.00	View chart
Boeing Common Stock (BA)	0.0	$748k		3.1k	244.56	View chart
Ppg Industries Common Stock (PPG)	0.0	$733k		6.7k	110.28	View chart
Corteva Common Stock (CTVA)	0.0	$729k	+3%	10k	73.00	View chart
Becton Dickinson Common Stock (BDX)	0.0	$719k	-59%	3.5k	203.40	View chart
Tractor Supply Common Stock (TSCO)	0.0	$702k		13k	55.73	View chart
Hasbro Common Stock (HAS)	0.0	$700k		7.8k	89.69	View chart
State Street Equity Mutual F (XLK)	0.0	$697k	+100%	4.7k	148.05	View chart
Ishares Equity Mutual F (EFA)	0.0	$689k		6.7k	102.09	View chart
Diamondback Common Stock (FANG)	0.0	$684k		4.3k	159.12	View chart
Agilent Technologies Common Stock (A)	0.0	$683k	-9%	5.0k	135.95	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$682k		3.7k	183.50	View chart
W P Carey Common Stock (WPC)	0.0	$675k		9.8k	69.18	View chart
Altria Group Common Stock (MO)	0.0	$665k		11k	63.62	View chart
Reliance Steel & Aluminum Common Stock (RS)	0.0	$655k		2.0k	327.23	View chart
First Solar Common Stock (FSLR)	0.0	$648k		2.8k	235.05	View chart
Xpo Logistics Common Stock (XPO)	0.0	$642k		4.3k	148.60	View chart
Invesco Equity Mutual F (RSP)	0.0	$642k		3.2k	198.93	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$630k		5.0k	125.97	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$626k		8.7k	72.00	View chart
Oracle Corp Common Stock (ORCL)	0.0	$625k	+8%	3.6k	174.90	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$615k	+2%	2.2k	282.70	View chart
State Street Equity Mutual F (XLV)	0.0	$612k	-30%	3.9k	155.45	View chart
Hca Healthcare Common Stock (HCA)	0.0	$610k		1.2k	505.84	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$596k		915.00	651.30	View chart
Ishares Equity Mutual F (IJR)	0.0	$596k		4.7k	127.66	View chart
Valaris Common Stock (VAL)	0.0	$583k		10k	58.29	View chart
Aflac Common Stock (AFL)	0.0	$583k		5.4k	108.38	View chart
General Mills Common Stock (GIS)	0.0	$576k	-7%	13k	44.71	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$574k	-9%	20k	28.70	View chart
Fortive Corp Common Stock (FTV)	0.0	$572k		11k	53.15	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$571k	-3%	2.6k	223.70	View chart
Applied Materials Common Stock (AMAT)	0.0	$571k	+5%	1.7k	332.71	View chart
SPDR Equity Mutual F (DIA)	0.0	$566k		1.2k	490.06	View chart
Ishares Equity Mutual F (IEFA)	0.0	$552k		5.8k	95.33	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$544k		1.5k	354.75	View chart
Sherwin Williams Common Stock (SHW)	0.0	$537k	-6%	1.6k	346.08	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$537k	+5%	14k	39.65	View chart
Cbre Group Common Stock (CBRE)	0.0	$530k		3.1k	169.39	View chart
Ishares Equity Mutual F (IJK)	0.0	$523k	-2%	5.1k	102.94	View chart
Phillips 66 Common Stock (PSX)	0.0	$502k		3.6k	140.01	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$501k		5.1k	98.10	View chart
Pool Corp Common Stock (POOL)	0.0	$496k		1.9k	264.46	View chart
L3harris Technologies Common Stock (LHX)	0.0	$494k	+20%	1.4k	360.54	View chart
Global X Msci Argentina Etf Equity Mutual F (ARGT)	0.0	$491k		4.8k	102.94	View chart
Kla Corporation Common Stock (KLAC)	0.0	$487k	+336%	301.00	1616.34	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$486k		6.0k	81.06	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$483k	+41%	1.5k	318.37	View chart
3m Company Common Stock (MMM)	0.0	$481k		3.0k	158.05	View chart
Tyler Technologies Common Stock (TYL)	0.0	$477k		1.1k	426.16	View chart
Coca Cola Bottling Common Stock (COKE)	0.0	$470k		3.1k	150.50	View chart
T-mobile Us Common Stock (TMUS)	0.0	$468k	+10%	2.5k	184.49	View chart
Blackrock Common Stock (BLK)	0.0	$460k	-19%	416.00	1106.69	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$458k		8.2k	55.56	View chart

Past Filings by Loring Wolcott & Coolidge Fiduciary Advisors

SEC 13F filings are viewable for Loring Wolcott & Coolidge Fiduciary Advisors going back to 2011

Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q4 filed Jan. 28, 2026
Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q3 filed Oct. 24, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q2 filed July 30, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q1 filed April 24, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q4 filed Jan. 28, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q3 filed Oct. 25, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q2 filed July 17, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q1 filed April 23, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q4 filed Feb. 1, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q3 filed Nov. 3, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q2 filed Aug. 1, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q1 filed May 2, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q4 restated filed March 2, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q4 filed Feb. 14, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q3 filed Oct. 25, 2022
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q2 filed July 26, 2022

View all past filings

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