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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, MA, MSFT, AMZN, SYK, and represent 32.19% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: INTU (+$25M), LLY (+$24M), NVDA (+$14M), SNPS (+$11M), AMZN (+$11M), CSL (+$11M), VEEV (+$11M), NOW (+$7.8M), GLD (+$7.4M), BRK.B (+$7.2M).
Started 44 new stock positions in PLD, DELL, TFC, LNG, HAL, TKO, JBHT, TTE, LPLA, AZN.
Reduced shares in these 10 stocks: ADBE (-$38M), GOOGL (-$27M), ROP (-$17M), AMT (-$13M), REGN (-$11M), PAYC (-$10M), TJX (-$8.5M), JPM (-$8.3M), FISV (-$7.6M), BAC (-$7.3M).
Sold out of its positions in T, AIG, CRWD, ELAN, FIS, FRGE, AGG, PHG, MET, RGLD. SEIC, SEM, SNAP, SCCO, URI, VSNT, CYBR, RACE.
Loring Wolcott & Coolidge Fiduciary Advisors was a net seller of stock by $-66M.
Loring Wolcott & Coolidge Fiduciary Advisors has $10B in assets under management (AUM), dropping by -9.58%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 560 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 560 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors March 31, 2026 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Common Stock (GOOGL)	9.2	$916M	-2%	2.9M	317.24	View chart
Mastercard Common Stock (MA)	6.9	$688M		1.4M	498.66	View chart
Microsoft Corp Common Stock (MSFT)	6.8	$683M		1.8M	370.87	View chart
Amazon.com Common Stock (AMZN)	5.4	$535M	+2%	2.2M	238.38	View chart
Stryker Corp Common Stock (SYK)	3.9	$390M		1.1M	339.15	View chart
Apple Common Stock (AAPL)	3.7	$372M		1.4M	260.48	View chart
Intuit Common Stock (INTU)	3.6	$356M	+7%	1.0M	350.94	View chart
Nvidia Corp Common Stock (NVDA)	3.4	$343M	+4%	1.8M	188.63	View chart
Tjx Companies Common Stock (TJX)	3.4	$341M	-2%	2.1M	161.60	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.2	$315M		1.7M	189.61	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.6	$264M		531k	496.11	View chart
Costco Wholesale Corp Common Stock (COST)	2.4	$238M	-2%	238k	998.47	View chart
American Tower Corp Common Stock (AMT)	2.2	$218M	-5%	1.2M	179.29	View chart
Parker-hannifin Corp Common Stock (PH)	2.0	$202M		205k	984.23	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.0	$198M		968k	204.37	View chart
Eog Resources Common Stock (EOG)	1.9	$189M		1.4M	136.19	View chart
Visa Common Stock (V)	1.8	$181M		595k	304.36	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.7	$167M	+4%	265k	629.86	View chart
Abbott Laboratories Common Stock (ABT)	1.6	$162M		1.6M	100.30	View chart
Canadian National Railway Foreign Stock (CNI)	1.4	$140M	-2%	1.3M	110.09	View chart
Fiserv Common Stock (FISV)	1.4	$140M	-5%	2.5M	56.09	View chart
Servicenow Common Stock (NOW)	1.4	$140M	+5%	1.7M	83.00	View chart
Synopsys Common Stock (SNPS)	1.3	$127M	+9%	324k	392.24	View chart
Automatic Data Processing Common Stock (ADP)	1.1	$114M	-2%	606k	188.79	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.1	$112M	+6%	233k	479.90	View chart
Veeva Systems Common Stock (VEEV)	1.1	$111M	+10%	735k	151.43	View chart
Church & Dwight Common Stock (CHD)	1.0	$105M	-4%	1.1M	95.42	View chart
Paycom Software Common Stock (PAYC)	0.9	$87M	-10%	770k	113.59	View chart
Qualcomm Common Stock (QCOM)	0.9	$85M	+3%	664k	128.06	View chart
Home Depot Common Stock (HD)	0.8	$83M		246k	337.34	View chart
Starbucks Corp Common Stock (SBUX)	0.8	$82M	-3%	848k	96.60	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.8	$80M	+2%	54k	1478.28	View chart
Lowes Companies Common Stock (LOW)	0.8	$76M		313k	244.22	View chart
Philip Morris International Common Stock (PM)	0.8	$76M	-2%	474k	160.45	View chart
Analog Devices Corp Common Stock (ADI)	0.7	$71M	+2%	202k	350.14	View chart
Idexx Labs Common Stock (IDXX)	0.7	$69M		122k	563.00	View chart
O'reilly Automotive Common Stock (ORLY)	0.7	$67M		725k	93.01	View chart
Adobe Systems Common Stock (ADBE)	0.6	$62M	-37%	273k	225.35	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$61M	-2%	256k	238.46	View chart
Procter & Gamble Common Stock (PG)	0.6	$60M		415k	145.16	View chart
Wex Common Stock (WEX)	0.6	$60M	-8%	375k	159.29	View chart
Alphabet Common Stock (GOOG)	0.6	$57M	-2%	180k	315.72	View chart
Union Pacific Common Stock (UNP)	0.6	$57M	-2%	226k	250.51	View chart
Exxon Mobil Corp Common Stock (XOM)	0.6	$57M		371k	152.51	View chart
Regeneron Phar Common Stock (REGN)	0.5	$54M	-16%	72k	748.87	View chart
Carlisle Cos Common Stock (CSL)	0.5	$46M	+30%	132k	349.27	View chart
Merck & Co Common Stock (MRK)	0.4	$41M	-2%	337k	121.42	View chart
Dicks Sporting Goods Common Stock (DKS)	0.4	$39M	+17%	183k	212.46	View chart
Veralto Corporation Common Stock (VLTO)	0.4	$39M	-2%	433k	89.50	View chart
Broadridge Financial Solutions Common Stock (BR)	0.4	$38M		253k	151.12	View chart
Lilly Common Stock (LLY)	0.4	$37M	+194%	39k	939.47	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$32M	-4%	106k	305.68	View chart
Nike Inc Class B Common Stock (NKE)	0.3	$31M		719k	42.62	View chart
Ross Stores Common Stock (ROST)	0.3	$29M	-3%	131k	221.16	View chart
Pepsico Common Stock (PEP)	0.3	$27M	-4%	169k	157.06	View chart
Roper Industries Common Stock (ROP)	0.2	$23M	-42%	68k	343.15	View chart
Cabot Corp Common Stock (CBT)	0.2	$21M		286k	74.62	View chart
Salesforce.com Common Stock (CRM)	0.2	$21M	-19%	129k	164.96	View chart
Trade Desk Common Stock (TTD)	0.2	$19M	-23%	921k	20.09	View chart
Amgen Common Stock (AMGN)	0.2	$18M	-2%	51k	351.02	View chart
Msci Common Stock (MSCI)	0.2	$17M		31k	536.48	View chart
Ecolab Common Stock (ECL)	0.2	$17M	+37%	60k	273.29	View chart
Accenture Foreign Stock (ACN)	0.2	$16M	-4%	91k	179.53	View chart
Rtx Corp Common Stock (RTX)	0.1	$14M		70k	201.56	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.1	$14M	-37%	46k	309.87	View chart
Align Technology Common Stock (ALGN)	0.1	$13M	-31%	77k	173.14	View chart
Abbvie Common Stock (ABBV)	0.1	$13M	-2%	63k	207.94	View chart
Arista Networks Common Stock (ANET)	0.1	$13M	-15%	87k	147.35	View chart
Chevron Corp Common Stock (CVX)	0.1	$13M	-3%	68k	188.55	View chart
Watsco Common Stock (WSO)	0.1	$12M	-5%	29k	409.09	View chart
Broadcom Common Stock (AVGO)	0.1	$11M	+11%	31k	371.55	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.1	$11M	+221%	24k	437.13	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.7M		36k	270.52	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.1	$9.6M		358k	26.73	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$8.8M	-6%	69k	126.77	View chart
Rockwell Automation Common Stock (ROK)	0.1	$8.5M	-3%	21k	396.00	View chart
SPDR Equity Mutual F (SPY)	0.1	$8.1M	+7%	12k	679.48	View chart
Coca-cola Common Stock (KO)	0.1	$7.9M	-3%	101k	77.47	View chart
Deere & Co Common Stock (DE)	0.1	$7.0M		12k	605.00	View chart
Colgate Palmolive Common Stock (CL)	0.1	$6.9M		82k	84.34	View chart
Timken Common Stock (TKR)	0.1	$6.5M		61k	106.75	View chart
Conocophillips Common Stock (COP)	0.1	$6.2M		50k	122.55	View chart
Vanguard Equity Mutual F (VTI)	0.1	$6.1M	-5%	18k	335.05	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$6.1M	-2%	20k	298.71	View chart
Nextera Energy Common Stock (NEE)	0.1	$5.2M	+2%	55k	94.08	View chart
Cintas Corp Common Stock (CTAS)	0.0	$5.0M		28k	174.93	View chart
Cummins Common Stock (CMI)	0.0	$4.6M		7.5k	616.14	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$4.4M		15k	296.29	View chart
Ge Aerospace Common Stock (GE)	0.0	$4.4M		14k	308.35	View chart
Honeywell Intl Common Stock (HON)	0.0	$4.3M		18k	235.04	View chart
Chubb Foreign Stock (CB)	0.0	$4.1M		13k	327.91	View chart
Cisco Systems Common Stock (CSCO)	0.0	$4.0M		49k	82.22	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$4.0M		106k	37.52	View chart
Netflix Common Stock (NFLX)	0.0	$3.8M	+4%	37k	103.01	View chart
Walt Disney Productions Common Stock (DIS)	0.0	$3.8M	-17%	38k	99.17	View chart
State Street Corp Common Stock (STT)	0.0	$3.8M		27k	139.42	View chart
S&p Global Common Stock (SPGI)	0.0	$3.8M	+3%	9.0k	415.42	View chart
Invesco Equity Mutual F (QQQ)	0.0	$3.7M		6.1k	611.07	View chart
Morgan Stanley Common Stock (MS)	0.0	$3.6M	+2%	21k	177.64	View chart
Corning Common Stock (GLW)	0.0	$3.3M	-3%	19k	171.24	View chart
Vanguard Equity Mutual F (VIG)	0.0	$3.2M		15k	221.47	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$3.1M		7.0k	450.62	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$3.1M		14k	230.76	View chart
Ha Sustainable Common Stock (HASI)	0.0	$3.1M	+11%	80k	38.92	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$2.9M		4.00	720003.00	View chart
Intel Corp Common Stock (INTC)	0.0	$2.8M	-5%	44k	62.38	View chart
Capital One Financial Common Stock (COF)	0.0	$2.7M	-11%	14k	193.00	View chart
Vanguard Equity Mutual F (VOO)	0.0	$2.7M		4.2k	624.60	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.6M		4.1k	643.10	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$2.5M	-74%	48k	52.54	View chart
Unilever Foreign Stock (UL)	0.0	$2.5M	-4%	43k	58.34	View chart
Booking Holdings Common Stock (BKNG)	0.0	$2.4M	+2501%	14k	173.46	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$2.4M	+183%	3.9k	613.72	View chart
Paychex Common Stock (PAYX)	0.0	$2.4M		28k	85.57	View chart
Ge Vernova Common Stock (GEV)	0.0	$2.4M		2.4k	991.32	View chart
Edwards Lifescience Corp Common Stock (EW)	0.0	$2.3M		30k	77.87	View chart
Ishares Equity Mutual F (IWF)	0.0	$2.2M	-15%	4.9k	446.26	View chart
Valmont Industries Common Stock (VMI)	0.0	$2.1M		4.9k	425.80	View chart
Gildan Activewear Foreign Stock (GIL)	0.0	$2.1M		36k	57.84	View chart
Alpha Architect Equity Mutual F (AAEQ)	0.0	$2.1M		43k	48.51	View chart
Factset Research Systems Common Stock (FDS)	0.0	$2.1M	-5%	9.8k	211.60	View chart
Ishares Equity Mutual F (IWO)	0.0	$2.0M		6.1k	331.87	View chart
Ishares Equity Mutual F (IVV)	0.0	$2.0M		3.0k	682.62	View chart
Tesla Motors Common Stock (TSLA)	0.0	$2.0M		5.7k	348.95	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$1.9M	-26%	13k	147.20	View chart
Zoetis Common Stock (ZTS)	0.0	$1.8M	-36%	15k	117.86	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.8M		8.7k	207.03	View chart
American Express Common Stock (AXP)	0.0	$1.8M	+3%	5.6k	313.50	View chart
Transdigm Group Common Stock (TDG)	0.0	$1.7M		1.4k	1207.18	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$1.7M	-3%	3.9k	436.27	View chart
Pfizer Common Stock (PFE)	0.0	$1.6M	-4%	61k	26.92	View chart
The Hershey Company Common Stock (HSY)	0.0	$1.6M	-14%	8.0k	202.31	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$1.6M	-8%	13k	128.96	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.6M	-8%	7.2k	221.85	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$1.6M		32k	49.70	View chart
Linde Foreign Stock (LIN)	0.0	$1.5M		3.0k	503.15	View chart
Bank Ozk Common Stock (OZK)	0.0	$1.5M	+3225%	31k	47.94	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.5M		16k	92.21	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.5M	-3%	826.00	1773.96	View chart
The Blackstone Group Common Stock (BX)	0.0	$1.4M		13k	114.83	View chart
Sysco Corp Common Stock (SYY)	0.0	$1.4M	-5%	20k	72.82	View chart
Caterpillar Common Stock (CAT)	0.0	$1.4M	-18%	1.8k	790.66	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.4M		16k	91.22	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$1.4M		5.6k	245.04	View chart
Texas Instruments Common Stock (TXN)	0.0	$1.3M	+2%	5.9k	214.73	View chart
Emerson Electric Common Stock (EMR)	0.0	$1.2M		8.7k	143.77	View chart
Aercap Holdings Nv Common Stock (AER)	0.0	$1.2M		8.4k	145.53	View chart
Verizon Common Stock (VZ)	0.0	$1.2M		26k	46.04	View chart
Renaissancere Holdings Common Stock (RNR)	0.0	$1.2M		4.0k	303.03	View chart
Vanguard Equity Mutual F (VEA)	0.0	$1.2M	+18%	18k	67.74	View chart
Mckesson Corp Common Stock (MCK)	0.0	$1.1M		1.3k	865.60	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.1M		5.6k	199.33	View chart
Ishares Equity Mutual F (EFV)	0.0	$1.1M		14k	77.73	View chart
Qnity Electronics Common Stock (Q)	0.0	$1.1M		8.4k	130.65	View chart
Fidelity National Financial Common Stock (FNF)	0.0	$1.1M		23k	47.43	View chart
Fastenal Common Stock (FAST)	0.0	$1.1M		22k	49.17	View chart
Novartis Foreign Stock (NVS)	0.0	$1.1M		7.0k	154.05	View chart
Ishares Equity Mutual F (IVW)	0.0	$1.1M		8.9k	120.69	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.1M		6.2k	172.97	View chart
American Water Works Common Stock (AWK)	0.0	$1.1M		7.7k	137.22	View chart
Simon Properties Group Common Stock (SPG)	0.0	$1.1M		5.3k	200.57	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$1.1M	-22%	23k	45.24	View chart
Woodward Common Stock (WWD)	0.0	$1.0M		2.7k	388.48	View chart
Gilead Sciences Common Stock (GILD)	0.0	$1.0M	+4%	7.4k	138.99	View chart
Xylem Common Stock (XYL)	0.0	$1.0M		7.9k	128.72	View chart
Enbridge Foreign Stock (ENB)	0.0	$1.0M	-2%	19k	54.32	View chart
Ametek Common Stock (AME)	0.0	$990k		4.2k	234.91	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$970k	+2%	732.00	1325.01	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$969k		10k	94.80	View chart
Rb Global Foreign Stock (RBA)	0.0	$964k		9.3k	103.30	View chart
Amphenol Corp Common Stock (APH)	0.0	$961k	-2%	6.8k	140.75	View chart
Ball Corp Common Stock (BALL)	0.0	$942k	-23%	15k	62.29	View chart
Vanguard Equity Mutual F (VUG)	0.0	$925k		2.0k	461.13	View chart
Xpo Logistics Common Stock (XPO)	0.0	$919k		4.3k	212.74	View chart
Vanguard Equity Mutual F (VEU)	0.0	$912k	+20%	12k	79.21	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$896k		7.4k	121.11	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$891k	-23%	47k	19.13	View chart
Ishares Equity Mutual F (IWM)	0.0	$888k		3.4k	261.30	View chart
Labcorp Holdings Common Stock (LH)	0.0	$879k		3.4k	260.93	View chart
Corteva Common Stock (CTVA)	0.0	$865k	+3%	10k	83.83	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$861k	+2%	9.0k	95.97	View chart
Dupont De Nemours Common Stock (DD)	0.0	$859k		18k	47.25	View chart
Citigroup Common Stock (C)	0.0	$856k		6.9k	124.39	View chart
Te Foreign Stock (TEL)	0.0	$850k		3.7k	229.78	View chart
Donaldson Common Stock (DCI)	0.0	$845k		9.5k	88.65	View chart
Crown Castle Intl Corp Common Stock (CCI)	0.0	$845k		9.8k	86.29	View chart
Mondelez International Common Stock (MDLZ)	0.0	$837k	-9%	14k	59.00	View chart
Mccormick & Company Common Stock (MKC)	0.0	$837k		16k	53.71	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$819k		7.0k	117.88	View chart
Sunbelt Rental Holdings Common Stock (SUNB)	0.0	$815k	NEW	12k	68.16	View chart
Omnicom Group Common Stock (OMC)	0.0	$812k		11k	74.77	View chart
Dover Corp Common Stock (DOV)	0.0	$809k		3.7k	217.12	View chart
Moodys Corp Common Stock (MCO)	0.0	$808k		1.9k	427.41	View chart
Diamondback Common Stock (FANG)	0.0	$781k	-3%	4.2k	188.21	View chart
Brookfield Corporation Foreign Stock (BN)	0.0	$739k		18k	42.14	View chart
Warner Music Group Corp Common Stock (WMG)	0.0	$738k		26k	28.50	View chart
Ppg Industries Common Stock (PPG)	0.0	$734k		6.7k	110.33	View chart
Spotify Tech Common Stock (SPOT)	0.0	$722k		1.5k	475.99	View chart
Hasbro Common Stock (HAS)	0.0	$716k		7.8k	91.73	View chart
Altria Group Common Stock (MO)	0.0	$705k		11k	67.38	View chart
W P Carey Common Stock (WPC)	0.0	$699k		9.8k	71.62	View chart
Kla Corporation Common Stock (KLAC)	0.0	$697k	+33%	401.00	1737.28	View chart
Ishares Equity Mutual F (EFA)	0.0	$690k		6.7k	102.18	View chart
Applied Materials Common Stock (AMAT)	0.0	$686k		1.7k	399.49	View chart
State Street Equity Mutual F (XLK)	0.0	$672k		4.7k	142.62	View chart
Boeing Common Stock (BA)	0.0	$666k		3.1k	217.63	View chart
Medtronic Foreign Stock (MDT)	0.0	$661k		7.6k	87.21	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$656k		2.2k	304.33	View chart
Vanguard Equity Mutual F (VTV)	0.0	$655k	-30%	3.3k	201.31	View chart
Reliance Steel & Aluminum Common Stock (RS)	0.0	$644k		2.0k	322.20	View chart
Coca Cola Bottling Common Stock (COKE)	0.0	$635k		3.1k	203.42	View chart
Invesco Equity Mutual F (RSP)	0.0	$634k		3.2k	196.65	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$612k	-17%	3.7k	167.34	View chart
Ishares Equity Mutual F (IJR)	0.0	$608k		4.7k	130.19	View chart
Aflac Common Stock (AFL)	0.0	$601k		5.4k	110.70	View chart
Hca Healthcare Common Stock (HCA)	0.0	$597k		1.2k	495.47	View chart
Open Text Corp Foreign Stock (OTEX)	0.0	$584k		28k	20.85	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$583k		3.7k	155.73	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$580k		5.0k	116.04	View chart
State Street Equity Mutual F (XLV)	0.0	$580k		3.9k	147.31	View chart
Agilent Technologies Common Stock (A)	0.0	$578k		5.0k	115.06	View chart
Fortive Corp Common Stock (FTV)	0.0	$576k	-8%	9.9k	58.36	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$569k		2.6k	221.13	View chart
First Solar Common Stock (FSLR)	0.0	$565k		2.8k	203.47	View chart
Sherwin Williams Common Stock (SHW)	0.0	$565k	+8%	1.7k	336.11	View chart
T-mobile Us Common Stock (TMUS)	0.0	$563k	+13%	2.9k	195.71	View chart
SPDR Equity Mutual F (DIA)	0.0	$554k		1.2k	479.25	View chart
Ishares Equity Mutual F (IEFA)	0.0	$552k		5.8k	95.32	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$547k		20k	27.93	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$541k		5.1k	106.04	View chart
Phillips 66 Common Stock (PSX)	0.0	$539k	-5%	3.4k	159.25	View chart
Ishares Equity Mutual F (IJK)	0.0	$536k		5.1k	105.35	View chart
BP Foreign Stock (BP)	0.0	$512k		11k	46.44	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$499k	+3%	8.5k	58.62	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$494k		1.5k	322.11	View chart
Oracle Corp Common Stock (ORCL)	0.0	$493k		3.6k	138.09	View chart
Dow Common Stock (DOW)	0.0	$492k		13k	39.01	View chart
Becton Dickinson Common Stock (BDX)	0.0	$488k	-10%	3.2k	154.22	View chart
Valaris Common Stock (VAL)	0.0	$488k	-50%	5.0k	97.59	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$485k		7.7k	63.34	View chart
L3harris Technologies Common Stock (LHX)	0.0	$484k		1.4k	353.59	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$476k		915.00	520.38	View chart
General Mills Common Stock (GIS)	0.0	$475k	+3%	13k	35.59	View chart
Canadian Natural Resources Foreign Stock (CNQ)	0.0	$464k		10k	46.35	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$463k		14k	34.09	View chart
Williams Companies Common Stock (WMB)	0.0	$454k		6.2k	72.74	View chart
Cbre Group Common Stock (CBRE)	0.0	$442k		3.1k	141.22	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$433k		6.0k	72.19	View chart
Tractor Supply Common Stock (TSCO)	0.0	$426k	-24%	9.5k	45.03	View chart
Cigna Corporation Common Stock (CI)	0.0	$425k		1.6k	271.25	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 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
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q3 filed Oct. 25, 2022

View all past filings

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