Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, MA, MSFT, AMZN, AAPL, and represent 32.61% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: Wise Group Plc Ord Shs Class A (+$52M), LLY (+$25M), ASML (+$21M), NVDA (+$17M), CSL (+$17M), ECL (+$16M), AVGO (+$15M), ISRG (+$14M), SNPS (+$13M), VEEV (+$10M).
Started 34 new stock positions in SPCX, IMKTA, VICR, AIRR, EXE, PSCI, GPC, SAP, HON, HONA.
Reduced shares in these 10 stocks: GOOGL (-$24M), ADBE (-$21M), TMO (-$20M), QCOM (-$18M), ROP (-$15M), AMT (-$14M), CRM (-$12M), FISV (-$9.5M), TJX (-$9.1M), SBUX (-$6.1M).
Sold out of its positions in BN, CBRE, CPAY, CW, DXCM, Dupont De Nemours, FG, EXPD, HAS, HRI.
Loring Wolcott & Coolidge Fiduciary Advisors was a net buyer of stock by $46M.
Loring Wolcott & Coolidge Fiduciary Advisors has $10B in assets under management (AUM), dropping by 3.27%.
Central Index Key (CIK): 0000932974

Tip: Access up to 7 years of quarterly data

Positions held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 565 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 565 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors June 30, 2026 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Common Stock (GOOGL)	9.8	$1.0B	-2%	2.8M	357.37	View chart
Mastercard Common Stock (MA)	6.9	$709M		1.4M	513.60	View chart
Microsoft Corp Common Stock (MSFT)	6.7	$689M		1.8M	373.02	View chart
Amazon.com Common Stock (AMZN)	5.2	$536M		2.2M	238.34	View chart
Apple Common Stock (AAPL)	4.1	$418M		1.4M	289.36	View chart
Nvidia Corp Common Stock (NVDA)	3.7	$381M	+4%	1.9M	200.09	View chart
Stryker Corp Common Stock (SYK)	3.5	$364M		1.2M	314.84	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.1	$320M		1.7M	190.48	View chart
Tjx Companies Common Stock (TJX)	3.0	$311M	-2%	2.1M	151.50	View chart
Intuit Common Stock (INTU)	2.6	$272M	+2%	1.0M	261.00	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.6	$268M		952k	281.03	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.4	$246M	-7%	492k	501.36	View chart
Costco Wholesale Corp Common Stock (COST)	2.1	$219M		234k	935.47	View chart
Visa Common Stock (V)	2.0	$208M		607k	343.09	View chart
Parker-hannifin Corp Common Stock (PH)	1.9	$200M		205k	978.12	View chart
American Tower Corp Common Stock (AMT)	1.8	$185M	-6%	1.1M	163.57	View chart
Eog Resources Common Stock (EOG)	1.8	$182M		1.4M	129.73	View chart
Servicenow Common Stock (NOW)	1.7	$173M	+3%	1.7M	99.28	View chart
Synopsys Common Stock (SNPS)	1.5	$157M	+8%	352k	446.07	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.5	$155M	+3%	274k	563.29	View chart
Canadian National Railway Foreign Stock (CNI)	1.4	$149M		1.3M	119.24	View chart
Abbott Laboratories Common Stock (ABT)	1.4	$142M	-2%	1.6M	90.74	View chart
Veeva Systems Common Stock (VEEV)	1.4	$141M	+8%	793k	177.47	View chart
Automatic Data Processing Common Stock (ADP)	1.3	$135M		601k	223.95	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	1.3	$129M	+19%	65k	1989.44	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.2	$120M	+3%	240k	500.39	View chart
Fiserv Common Stock (FISV)	1.1	$113M	-7%	2.3M	49.05	View chart
Qualcomm Common Stock (QCOM)	1.0	$105M	-14%	568k	184.79	View chart
Church & Dwight Common Stock (CHD)	1.0	$102M	-4%	1.0M	96.88	View chart
Paycom Software Common Stock (PAYC)	0.9	$91M	-5%	726k	125.68	View chart
Home Depot Common Stock (HD)	0.8	$87M		245k	352.68	View chart
Philip Morris International Common Stock (PM)	0.8	$86M		473k	180.91	View chart
Analog Devices Corp Common Stock (ADI)	0.8	$85M	+6%	214k	397.17	View chart
Starbucks Corp Common Stock (SBUX)	0.8	$81M	-6%	789k	102.19	View chart
Lilly Common Stock (LLY)	0.7	$72M	+52%	60k	1199.43	View chart
Lowes Companies Common Stock (LOW)	0.7	$68M	-2%	306k	220.49	View chart
Union Pacific Common Stock (UNP)	0.6	$66M	+7%	243k	272.00	View chart
Carlisle Cos Common Stock (CSL)	0.6	$65M	+34%	178k	362.75	View chart
O'reilly Automotive Common Stock (ORLY)	0.6	$65M	-3%	701k	92.09	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$64M		253k	253.97	View chart
Idexx Labs Common Stock (IDXX)	0.6	$62M	-4%	117k	526.44	View chart
Procter & Gamble Common Stock (PG)	0.6	$61M		417k	146.64	View chart
Alphabet Common Stock (GOOG)	0.6	$60M	-6%	169k	353.33	View chart
Wise Common Stock	0.5	$52M	NEW	4.4M	11.91	View chart
Wex Common Stock (WEX)	0.5	$52M	-2%	367k	141.09	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$51M		373k	136.72	View chart
Dicks Sporting Goods Common Stock (DKS)	0.4	$43M	+3%	190k	226.81	View chart
Merck & Co Common Stock (MRK)	0.4	$43M		333k	128.50	View chart
Regeneron Phar Common Stock (REGN)	0.4	$41M	-9%	66k	623.54	View chart
Veralto Corporation Common Stock (VLTO)	0.4	$38M		427k	88.68	View chart
Adobe Systems Common Stock (ADBE)	0.3	$35M	-37%	170k	205.02	View chart
Ecolab Common Stock (ECL)	0.3	$33M	+93%	117k	278.61	View chart
Broadridge Financial Solutions Common Stock (BR)	0.3	$30M	-12%	221k	136.95	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$28M		105k	270.31	View chart
Nike Inc Class B Common Stock (NKE)	0.3	$28M	-6%	675k	41.05	View chart
Ross Stores Common Stock (ROST)	0.3	$27M		128k	212.85	View chart
Broadcom Common Stock (AVGO)	0.3	$27M	+133%	71k	377.75	View chart
Cabot Corp Common Stock (CBT)	0.3	$26M		284k	90.82	View chart
Pepsico Common Stock (PEP)	0.2	$23M		169k	135.40	View chart
Amgen Common Stock (AMGN)	0.2	$18M		50k	362.12	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$16M	+491%	41k	397.68	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.2	$16M	+8%	50k	327.33	View chart
Abbvie Common Stock (ABBV)	0.2	$16M	-2%	62k	251.64	View chart
Arista Networks Common Stock (ANET)	0.1	$15M		87k	169.88	View chart
Msci Common Stock (MSCI)	0.1	$15M	-15%	26k	560.04	View chart
Trade Desk Common Stock (TTD)	0.1	$14M	-16%	773k	18.08	View chart
Chevron Corp Common Stock (CVX)	0.1	$14M	+20%	82k	165.76	View chart
Rtx Corp Common Stock (RTX)	0.1	$13M		70k	189.73	View chart
Align Technology Common Stock (ALGN)	0.1	$11M	-16%	64k	168.66	View chart
Rockwell Automation Common Stock (ROK)	0.1	$11M		22k	495.08	View chart
Watsco Common Stock (WSO)	0.1	$9.8M	-20%	24k	416.73	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.2M	-5%	34k	270.47	View chart
SPDR Equity Mutual F (SPY)	0.1	$9.0M		12k	746.79	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.1	$9.0M	-2%	349k	25.83	View chart
Coca-cola Common Stock (KO)	0.1	$8.9M	+8%	110k	81.27	View chart
Accenture Foreign Stock (ACN)	0.1	$8.2M	-27%	66k	124.44	View chart
Roper Industries Common Stock (ROP)	0.1	$8.2M	-64%	24k	338.39	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$8.2M	+3%	72k	113.26	View chart
Salesforce.com Common Stock (CRM)	0.1	$8.1M	-60%	52k	156.66	View chart
Advance Micro Devices Common Stock (AMD)	0.1	$7.8M	+140%	14k	580.91	View chart
Colgate Palmolive Common Stock (CL)	0.1	$7.6M	+2%	83k	91.68	View chart
Timken Common Stock (TKR)	0.1	$7.6M	-13%	52k	145.32	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.1	$7.5M	-16%	20k	368.38	View chart
Deere & Co Common Stock (DE)	0.1	$7.3M		12k	634.33	View chart
Cisco Systems Common Stock (CSCO)	0.1	$6.6M	+14%	56k	117.46	View chart
Ge Aerospace Common Stock (GE)	0.1	$6.5M	+21%	17k	373.73	View chart
Vanguard Equity Mutual F (VTI)	0.1	$6.4M	-4%	17k	370.04	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$6.0M		20k	293.18	View chart
Cummins Common Stock (CMI)	0.1	$5.4M		7.5k	713.21	View chart
Intel Corp Common Stock (INTC)	0.1	$5.3M	-14%	38k	139.63	View chart
Conocophillips Common Stock (COP)	0.1	$5.3M		51k	103.96	View chart
Corning Common Stock (GLW)	0.0	$5.1M	+4%	20k	255.43	View chart
Nextera Energy Common Stock (NEE)	0.0	$5.0M	+2%	57k	87.77	View chart
Cintas Corp Common Stock (CTAS)	0.0	$4.7M	-2%	28k	170.08	View chart
State Street Corp Common Stock (STT)	0.0	$4.5M		27k	169.60	View chart
Invesco Equity Mutual F (QQQ)	0.0	$4.5M		6.1k	736.40	View chart
Chubb Foreign Stock (CB)	0.0	$4.3M		13k	340.74	View chart
Morgan Stanley Common Stock (MS)	0.0	$4.2M	-2%	20k	209.04	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$3.9M	+2%	14k	281.21	View chart
S&p Global Common Stock (SPGI)	0.0	$3.7M		9.0k	407.26	View chart
Walt Disney Productions Common Stock (DIS)	0.0	$3.7M		38k	96.25	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$3.6M	-23%	11k	314.59	View chart
Vanguard Equity Mutual F (VIG)	0.0	$3.4M		15k	236.62	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$3.2M	+15%	55k	56.98	View chart
Ha Sustainable Common Stock (HASI)	0.0	$3.1M		80k	39.05	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$3.0M		4.00	748850.00	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.9M		4.1k	703.34	View chart
Vanguard Equity Mutual F (VOO)	0.0	$2.9M		4.2k	686.81	View chart
Valmont Industries Common Stock (VMI)	0.0	$2.8M		4.9k	577.60	View chart
Capital One Financial Common Stock (COF)	0.0	$2.8M		14k	200.62	View chart
Tesla Motors Common Stock (TSLA)	0.0	$2.8M	+14%	6.6k	420.60	View chart
Ge Vernova Common Stock (GEV)	0.0	$2.7M	-3%	2.3k	1174.86	View chart
Paychex Common Stock (PAYX)	0.0	$2.7M	-2%	27k	98.33	View chart
Booking Holdings Common Stock (BKNG)	0.0	$2.6M	+3%	15k	178.24	View chart
Unilever Foreign Stock (UL)	0.0	$2.6M		43k	60.12	View chart
Netflix Common Stock (NFLX)	0.0	$2.6M	-3%	36k	71.40	View chart
Generac Holdings Common Stock (GNRC)	0.0	$2.5M		8.7k	292.81	View chart
Edwards Lifescience Corp Common Stock (EW)	0.0	$2.5M	-7%	27k	90.46	View chart
Ishares Equity Mutual F (IVV)	0.0	$2.4M	+8%	3.2k	748.89	View chart
Ishares Equity Mutual F (IWO)	0.0	$2.4M		6.0k	393.96	View chart
Honeywell Intl Common Stock (HON)	0.0	$2.3M	NEW	10k	223.90	View chart
Alpha Architect Equity Mutual F (AAEQ)	0.0	$2.3M		43k	53.19	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$2.3M	NEW	10k	221.08	View chart
Taiwan Semiconducter Foreign Stock (TSM)	0.0	$2.2M	+321%	4.6k	477.57	View chart
Transdigm Group Common Stock (TDG)	0.0	$2.2M	+15%	1.6k	1332.04	View chart
Ishares Equity Mutual F (IWF)	0.0	$2.1M	+244%	17k	124.17	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$2.0M		3.9k	509.46	View chart
Texas Instruments Common Stock (TXN)	0.0	$1.9M	+11%	6.5k	298.07	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$1.9M	+2%	7.6k	254.50	View chart
American Express Common Stock (AXP)	0.0	$1.9M		5.6k	338.25	View chart
Novartis Foreign Stock (NVS)	0.0	$1.9M	+70%	12k	156.72	View chart
Linde Foreign Stock (LIN)	0.0	$1.8M	+18%	3.5k	518.94	View chart
Sysco Corp Common Stock (SYY)	0.0	$1.7M	+6%	21k	83.58	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$1.7M	-65%	36k	47.94	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$1.6M	-14%	3.3k	496.73	View chart
Bank Ozk Common Stock (OZK)	0.0	$1.6M		31k	52.09	View chart
Emerson Electric Common Stock (EMR)	0.0	$1.6M	+27%	11k	143.15	View chart
Citigroup Common Stock (C)	0.0	$1.6M	+63%	11k	139.96	View chart
General Dynamics Corp Common Stock (GD)	0.0	$1.6M	+435%	4.4k	354.24	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$1.6M		32k	49.78	View chart
Caterpillar Common Stock (CAT)	0.0	$1.6M	-17%	1.5k	1064.90	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$1.6M	-12%	11k	137.74	View chart
Gildan Activewear Foreign Stock (GIL)	0.0	$1.6M	-16%	30k	51.60	View chart
The Blackstone Group Common Stock (BX)	0.0	$1.5M	+5%	13k	117.67	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.4M		16k	91.78	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.4M	-18%	5.9k	242.43	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.4M		826.00	1697.39	View chart
Altria Group Common Stock (MO)	0.0	$1.4M	+85%	19k	71.95	View chart
Blackrock Common Stock (BLK)	0.0	$1.4M	+244%	1.4k	961.56	View chart
Pfizer Common Stock (PFE)	0.0	$1.4M	-7%	57k	24.08	View chart
Qnity Electronics Common Stock (Q)	0.0	$1.3M	-2%	8.2k	163.31	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$1.3M	+5%	3.9k	341.02	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.3M		6.2k	216.06	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$1.3M		47k	28.24	View chart
The Hershey Company Common Stock (HSY)	0.0	$1.3M	-7%	7.4k	175.45	View chart
Applied Materials Common Stock (AMAT)	0.0	$1.3M	+2%	1.8k	723.00	View chart
Amphenol Corp Common Stock (APH)	0.0	$1.3M	+5%	7.2k	176.32	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.2M		16k	77.54	View chart
Aercap Holdings Nv Common Stock (AER)	0.0	$1.2M		8.4k	145.78	View chart
Kla Corporation Common Stock (KLAC)	0.0	$1.2M	+900%	4.0k	301.71	View chart
Simon Properties Group Common Stock (SPG)	0.0	$1.2M		5.3k	223.65	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.2M	-4%	5.3k	221.19	View chart
Ishares Equity Mutual F (IWM)	0.0	$1.2M	+14%	3.9k	300.45	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$1.2M	-35%	8.1k	143.10	View chart
Vanguard Equity Mutual F (VEA)	0.0	$1.2M	-7%	16k	71.25	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.1M	+38%	20k	57.84	View chart
Eaton Corp Foreign Stock (ETN)	0.0	$1.1M	+378%	2.6k	426.12	View chart
Ishares Equity Mutual F (IVW)	0.0	$1.1M	-8%	8.1k	137.53	View chart
Ishares Equity Mutual F (EFV)	0.0	$1.1M		14k	76.55	View chart
Rb Global Foreign Stock (RBA)	0.0	$1.1M		9.3k	116.45	View chart
Fidelity National Financial Common Stock (FNF)	0.0	$1.1M		23k	47.16	View chart
Verizon Common Stock (VZ)	0.0	$1.0M	-5%	25k	42.34	View chart
Vanguard Equity Mutual F (VEU)	0.0	$1.0M	+8%	13k	83.75	View chart
Xylem Common Stock (XYL)	0.0	$1.0M	+11%	8.8k	118.21	View chart
Vanguard Equity Mutual F (VUG)	0.0	$1.0M	+500%	12k	86.14	View chart
Fastenal Common Stock (FAST)	0.0	$1.0M	-2%	22k	48.03	View chart
American Water Works Common Stock (AWK)	0.0	$1.0M		7.7k	131.58	View chart
Enbridge Foreign Stock (ENB)	0.0	$1.0M		19k	54.21	View chart
First Solar Common Stock (FSLR)	0.0	$1.0M	+52%	4.2k	235.96	View chart
Mckesson Corp Common Stock (MCK)	0.0	$997k		1.3k	755.60	View chart
Mitsubishi Ufj Financial Group Foreign Stock (MUFG)	0.0	$995k	NEW	50k	19.89	View chart
Factset Research Systems Common Stock (FDS)	0.0	$968k	-56%	4.2k	230.08	View chart
Labcorp Holdings Common Stock (LH)	0.0	$944k		3.4k	280.00	View chart
Ball Corp Common Stock (BALL)	0.0	$943k		15k	62.40	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$935k		732.00	1277.51	View chart
Gilead Sciences Common Stock (GILD)	0.0	$934k		7.4k	126.34	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$919k		7.0k	132.24	View chart
Astrazeneca Foreign Stock (AZN)	0.0	$917k	+12631%	4.8k	189.62	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$910k		2.2k	415.63	View chart
State Street Equity Mutual F (XLK)	0.0	$897k		4.7k	190.52	View chart
Zoetis Common Stock (ZTS)	0.0	$886k	-19%	12k	71.86	View chart
Marvell Technology Common Stock (MRVL)	0.0	$874k	-3%	2.9k	297.89	View chart
Donaldson Common Stock (DCI)	0.0	$856k		9.5k	89.77	View chart
Baker Hughes Company Common Stock (BKR)	0.0	$855k	+3722%	15k	55.50	View chart
Moodys Corp Common Stock (MCO)	0.0	$851k		1.9k	452.92	View chart
Dover Corp Common Stock (DOV)	0.0	$835k		3.7k	224.28	View chart
Corteva Common Stock (CTVA)	0.0	$822k	-5%	9.7k	84.69	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$806k	-14%	8.7k	92.27	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$783k	-10%	8.1k	97.06	View chart
Dupont De Nemours Common Stock (DD)	0.0	$774k	NEW	5.7k	135.64	View chart
T-mobile Us Common Stock (TMUS)	0.0	$761k	+57%	4.5k	167.73	View chart
Hsbc Holdings Foreign Stock (HSBC)	0.0	$761k	NEW	8.0k	95.09	View chart
Te Foreign Stock (TEL)	0.0	$746k		3.7k	201.61	View chart
Invesco Equity Mutual F (PSCI)	0.0	$744k	NEW	4.0k	186.06	View chart
Diamondback Common Stock (FANG)	0.0	$730k		4.2k	175.78	View chart
SPDR Equity Mutual F (XBI)	0.0	$712k	+800%	4.5k	158.25	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$707k		3.7k	193.22	View chart
Vanguard Equity Mutual F (VTV)	0.0	$702k		3.2k	217.93	View chart
Ishares Equity Mutual F (EFA)	0.0	$701k		6.7k	103.88	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$700k	+22%	1.9k	375.32	View chart
W P Carey Common Stock (WPC)	0.0	$698k		9.8k	71.50	View chart
Spotify Tech Common Stock (SPOT)	0.0	$697k		1.5k	459.13	View chart
Ishares Equity Mutual F (IJR)	0.0	$692k		4.7k	148.31	View chart
Invesco Equity Mutual F (RSP)	0.0	$686k		3.2k	212.77	View chart
Boeing Common Stock (BA)	0.0	$662k		3.1k	216.47	View chart
Aflac Common Stock (AFL)	0.0	$637k		5.4k	117.25	View chart
Mccormick & Company Common Stock (MKC)	0.0	$636k	-19%	13k	50.42	View chart
Agilent Technologies Common Stock (A)	0.0	$634k	-4%	4.8k	132.83	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$616k	+27%	25k	24.55	View chart
SPDR Equity Mutual F (DIA)	0.0	$603k		1.2k	522.39	View chart
Fortive Corp Common Stock (FTV)	0.0	$603k		9.9k	61.09	View chart
Ishares Equity Mutual F (IEFA)	0.0	$598k	+6%	6.2k	96.58	View chart
Coca Cola Bottling Common Stock (COKE)	0.0	$596k		3.1k	190.92	View chart
Ishares Equity Mutual F (IBB)	0.0	$590k	+1966%	3.1k	190.19	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$586k		5.1k	114.79	View chart
Sherwin Williams Common Stock (SHW)	0.0	$579k		1.7k	344.32	View chart
Omnicom Group Common Stock (OMC)	0.0	$572k	-27%	7.9k	72.83	View chart
Phillips 66 Common Stock (PSX)	0.0	$570k		3.4k	169.05	View chart
Ishares Equity Mutual F (IAU)	0.0	$566k	NEW	7.5k	75.51	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$565k		6.0k	94.12	View chart
Watts Water Technologies Common Stock (WTS)	0.0	$522k		1.3k	391.45	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$509k		5.0k	101.86	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$505k	-10%	6.9k	73.35	View chart
Oracle Corp Common Stock (ORCL)	0.0	$491k	-6%	3.3k	146.55	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$487k		8.5k	57.62	View chart
Welltower Common Stock (WELL)	0.0	$484k	+1071%	2.1k	226.97	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$478k	-52%	11k	43.18	View chart
Hca Healthcare Common Stock (HCA)	0.0	$470k		1.2k	389.89	View chart
Williams Companies Common Stock (WMB)	0.0	$464k		6.2k	74.34	View chart
General Mills Common Stock (GIS)	0.0	$464k		13k	34.80	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$462k		1.5k	301.03	View chart
Progressive Corp Ohio Common Stock (PGR)	0.0	$456k	-3%	2.1k	218.45	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$455k	-28%	1.8k	246.22	View chart
3m Company Common Stock (MMM)	0.0	$441k		2.7k	161.91	View chart
Ishares Equity Mutual F (IWR)	0.0	$439k	+151%	4.0k	110.32	View chart
Cigna Corporation Common Stock (CI)	0.0	$432k		1.6k	275.68	View chart
Ishares Equity Mutual F (EWJ)	0.0	$429k	NEW	4.6k	93.27	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$413k		915.00	450.98	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$407k	-12%	940.00	433.33	View chart
BP Foreign Stock (BP)	0.0	$407k		11k	36.95	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 2026 Q2 filed July 30, 2026
Loring Wolcott & Coolidge Fiduciary Advisors 2026 Q1 filed April 13, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z