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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, AAPL, and represent 34.02% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: XOM (+$60M), AVGO (+$43M), ISRG (+$39M), LLY (+$19M), ASML (+$17M), DKS (+$12M), CSL (+$11M), TSM (+$8.9M), V (+$6.9M), ADI (+$6.7M).
Started 11 new stock positions in OKE, IJS, RWR, XOM, VMRK, DBC, HEI, MBGL, TIP, ESGD. BSV.
Reduced shares in these 10 stocks: PAYC (-$71M), , TMO (-$25M), QCOM (-$22M), BR (-$22M), REGN (-$20M), NKE (-$13M), FISV (-$12M), AMT (-$11M), GOOGL (-$10M).
Sold out of its positions in T, AVNS, EA, Exxon Mobil Corporation, KR, LULU, MDB, Oneok, RELX, VB. VSNT, VAL.
Loring Wolcott & Coolidge Fiduciary Advisors was a net seller of stock by $-127M.
Loring Wolcott & Coolidge Fiduciary Advisors has $11B in assets under management (AUM), dropping by 5.22%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 564 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 564 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Common Stock (GOOGL)	8.9	$961M		2.8M	344.08	View chart
Microsoft Corp Common Stock (MSFT)	8.7	$940M		1.8M	512.90	View chart
Mastercard Common Stock (MA)	7.0	$756M		1.4M	551.47	View chart
Amazon.com Common Stock (AMZN)	5.1	$556M		2.2M	249.15	View chart
Apple Common Stock (AAPL)	4.4	$476M		1.4M	333.02	View chart
Nvidia Corp Common Stock (NVDA)	4.0	$437M		1.9M	228.38	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.4	$370M		1.7M	221.55	View chart
Stryker Corp Common Stock (SYK)	2.9	$319M		1.2M	275.39	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.8	$307M	-7%	454k	675.05	View chart
Intuit Common Stock (INTU)	2.6	$281M		1.0M	275.71	View chart
Tjx Companies Common Stock (TJX)	2.5	$270M		2.0M	132.31	View chart
Servicenow Common Stock (NOW)	2.2	$234M		1.7M	134.01	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.1	$230M		967k	237.53	View chart
Visa Common Stock (V)	2.1	$225M	+3%	626k	359.33	View chart
Veeva Systems Common Stock (VEEV)	2.0	$218M	-3%	765k	285.45	View chart
Costco Wholesale Corp Common Stock (COST)	2.0	$213M		234k	910.34	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.9	$201M		278k	725.18	View chart
Parker-hannifin Corp Common Stock (PH)	1.8	$195M		204k	955.42	View chart
Eog Resources Common Stock (EOG)	1.8	$193M		1.4M	137.76	View chart
American Tower Corp Common Stock (AMT)	1.6	$174M	-5%	1.1M	163.69	View chart
Automatic Data Processing Common Stock (ADP)	1.4	$154M		597k	258.06	View chart
Synopsys Common Stock (SNPS)	1.4	$154M		354k	434.94	View chart
Abbott Laboratories Common Stock (ABT)	1.4	$151M	-2%	1.5M	98.83	View chart
Canadian National Railway Foreign Stock (CNI)	1.4	$148M		1.2M	118.90	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	1.2	$134M	+14%	74k	1811.67	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.1	$120M		240k	497.95	View chart
Church & Dwight Common Stock (CHD)	0.9	$96M	-2%	1.0M	94.22	View chart
Fiserv Common Stock (FISV)	0.9	$93M	-11%	2.0M	45.18	View chart
Analog Devices Corp Common Stock (ADI)	0.8	$92M	+7%	231k	396.71	View chart
Philip Morris International Common Stock (PM)	0.8	$88M	-2%	463k	190.82	View chart
Lilly Common Stock (LLY)	0.8	$88M	+27%	76k	1157.08	View chart
Paycom Software Common Stock (PAYC)	0.8	$87M	-44%	400k	217.65	View chart
Qualcomm Common Stock (QCOM)	0.8	$82M	-21%	447k	184.04	View chart
Starbucks Corp Common Stock (SBUX)	0.7	$72M	-3%	764k	93.96	View chart
Home Depot Common Stock (HD)	0.6	$69M		243k	284.49	View chart
Carlisle Cos Common Stock (CSL)	0.6	$69M	+19%	213k	322.17	View chart
Broadcom Common Stock (AVGO)	0.6	$68M	+173%	195k	351.19	View chart
Union Pacific Common Stock (UNP)	0.6	$68M	+2%	248k	272.13	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$66M		250k	264.74	View chart
Procter & Gamble Common Stock (PG)	0.6	$60M		415k	145.28	View chart
Exxon Mobil Holdings Corporation Common Stock (XOM)	0.6	$60M	NEW	370k	162.75	View chart
Idexx Labs Common Stock (IDXX)	0.6	$60M	-2%	115k	522.19	View chart
O'reilly Automotive Common Stock (ORLY)	0.5	$59M		688k	85.41	View chart
Intuitive Surgical Common Stock (ISRG)	0.5	$56M	+235%	138k	406.63	View chart
Alphabet Common Stock (GOOG)	0.5	$55M	-3%	162k	340.74	View chart
Wise Common Stock (WSE)	0.5	$54M	+8%	4.8M	11.39	View chart
Wex Common Stock (WEX)	0.5	$54M	-12%	321k	168.70	View chart
Lowes Companies Common Stock (LOW)	0.5	$50M	-11%	271k	184.29	View chart
Merck & Co Common Stock (MRK)	0.4	$48M		329k	145.31	View chart
Veralto Corporation Common Stock (VLTO)	0.4	$40M		422k	94.32	View chart
Dicks Sporting Goods Common Stock (DKS)	0.3	$37M	+46%	278k	134.29	View chart
Ecolab Common Stock (ECL)	0.3	$33M	+4%	122k	274.58	View chart
Adobe Systems Common Stock (ADBE)	0.3	$33M	-19%	136k	239.94	View chart
Regeneron Phar Common Stock (REGN)	0.3	$30M	-39%	40k	758.27	View chart
Ross Stores Common Stock (ROST)	0.3	$29M		126k	233.40	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$23M	-4%	101k	230.94	View chart
Cabot Corp Common Stock (CBT)	0.2	$22M		284k	76.91	View chart
Amgen Common Stock (AMGN)	0.2	$21M		49k	421.51	View chart
Pepsico Common Stock (PEP)	0.2	$20M	-5%	160k	126.72	View chart
Chevron Corp Common Stock (CVX)	0.2	$17M		83k	204.21	View chart
Arista Networks Common Stock (ANET)	0.2	$17M	-5%	83k	203.59	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.1	$16M		49k	330.83	View chart
Abbvie Common Stock (ABBV)	0.1	$15M	-4%	59k	261.59	View chart
Broadridge Financial Solutions Common Stock (BR)	0.1	$14M	-61%	85k	161.10	View chart
Msci Common Stock (MSCI)	0.1	$13M	-5%	25k	538.66	View chart
Rtx Corp Common Stock (RTX)	0.1	$12M	-6%	65k	185.65	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$11M	-52%	321k	35.40	View chart
Taiwan Semiconducter Foreign Stock (TSM)	0.1	$11M	+421%	24k	456.19	View chart
Accenture Foreign Stock (ACN)	0.1	$10M	-16%	55k	183.37	View chart
SPDR Equity Mutual F (SPY)	0.1	$9.9M	+7%	13k	762.65	View chart
Coca-cola Common Stock (KO)	0.1	$9.4M		109k	86.08	View chart
Rockwell Automation Common Stock (ROK)	0.1	$9.4M		22k	435.33	View chart
Align Technology Common Stock (ALGN)	0.1	$8.8M	-5%	61k	145.35	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$8.4M	-3%	33k	257.28	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.1	$8.1M	+3%	21k	380.84	View chart
Advance Micro Devices Common Stock (AMD)	0.1	$8.0M	-3%	13k	611.76	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.1	$7.7M		343k	22.34	View chart
Deere & Co Common Stock (DE)	0.1	$7.6M		11k	671.55	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$7.5M		72k	103.92	View chart
Colgate Palmolive Common Stock (CL)	0.1	$6.7M	-5%	78k	85.32	View chart
Watsco Common Stock (WSO)	0.1	$6.7M	-5%	22k	302.69	View chart
Salesforce.com Common Stock (CRM)	0.1	$6.6M	-44%	29k	229.57	View chart
Vanguard Equity Mutual F (VTI)	0.1	$6.4M		17k	374.24	View chart
Conocophillips Common Stock (COP)	0.1	$6.4M		51k	125.15	View chart
Ishares Equity Mutual F (IVV)	0.1	$6.2M	+152%	8.1k	765.85	View chart
Cisco Systems Common Stock (CSCO)	0.1	$5.8M	-2%	54k	107.63	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$5.6M		20k	278.23	View chart
Ge Aerospace Common Stock (GE)	0.0	$5.4M		17k	312.29	View chart
Cintas Corp Common Stock (CTAS)	0.0	$5.0M	-7%	26k	195.06	View chart
Invesco Equity Mutual F (QQQ)	0.0	$4.5M		6.1k	739.77	View chart
Nextera Energy Common Stock (NEE)	0.0	$4.5M	+4%	59k	75.74	View chart
State Street Corp Common Stock (STT)	0.0	$4.5M	-3%	26k	174.59	View chart
Intel Corp Common Stock (INTC)	0.0	$4.3M	-5%	36k	120.23	View chart
Timken Common Stock (TKR)	0.0	$4.2M	-31%	36k	116.75	View chart
Chubb Foreign Stock (CB)	0.0	$4.1M		13k	325.25	View chart
Cummins Common Stock (CMI)	0.0	$3.9M		7.5k	516.57	View chart
Morgan Stanley Common Stock (MS)	0.0	$3.8M		20k	188.08	View chart
Trade Desk Common Stock (TTD)	0.0	$3.8M	-59%	310k	12.17	View chart
Walt Disney Productions Common Stock (DIS)	0.0	$3.6M	-10%	34k	104.90	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$3.4M		11k	309.01	View chart
S&p Global Common Stock (SPGI)	0.0	$3.4M	-3%	8.7k	394.47	View chart
Vanguard Equity Mutual F (VIG)	0.0	$3.4M		15k	233.31	View chart
Corning Common Stock (GLW)	0.0	$3.0M		20k	153.76	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$3.0M		55k	54.43	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$3.0M	-2%	14k	219.93	View chart
Vanguard Equity Mutual F (VOO)	0.0	$3.0M		4.2k	700.86	View chart
Ha Sustainable Common Stock (HASI)	0.0	$2.9M	+2%	82k	35.82	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.9M	+4%	4.3k	656.71	View chart
Roper Industries Common Stock (ROP)	0.0	$2.8M	-67%	7.9k	349.41	View chart
Capital One Financial Common Stock (COF)	0.0	$2.6M	-3%	14k	193.07	View chart
Unilever Foreign Stock (UL)	0.0	$2.6M		43k	60.73	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$2.6M		7.6k	339.56	View chart
Paychex Common Stock (PAYX)	0.0	$2.5M	-8%	25k	98.50	View chart
Netflix Common Stock (NFLX)	0.0	$2.4M	-4%	34k	69.58	View chart
Edwards Lifescience Corp Common Stock (EW)	0.0	$2.4M		27k	86.32	View chart
Alpha Architect Equity Mutual F (AAEQ)	0.0	$2.4M		43k	54.87	View chart
Booking Holdings Common Stock (BKNG)	0.0	$2.3M	-2%	14k	162.91	View chart
Tesla Motors Common Stock (TSLA)	0.0	$2.3M		6.5k	354.81	View chart
Valmont Industries Common Stock (VMI)	0.0	$2.3M		4.9k	462.98	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$2.2M	-25%	3.00	747005.00	View chart
Ge Vernova Common Stock (GEV)	0.0	$2.2M		2.3k	950.49	View chart
Nextpower Inc Cl A Common Stock (NXT)	0.0	$2.1M	+5400%	28k	77.93	View chart
Ishares Equity Mutual F (IWO)	0.0	$2.1M		6.0k	356.90	View chart
Ishares Equity Mutual F (IWF)	0.0	$2.0M	-4%	16k	125.26	View chart
Amphenol Corp Common Stock (APH)	0.0	$1.9M	+209%	22k	84.30	View chart
Vanguard Equity Mutual F (VEU)	0.0	$1.9M	+81%	23k	82.97	View chart
Texas Instruments Common Stock (TXN)	0.0	$1.8M		6.6k	280.09	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.8M		8.7k	206.95	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$1.7M		3.3k	522.81	View chart
Emerson Electric Common Stock (EMR)	0.0	$1.7M		11k	155.10	View chart
American Express Common Stock (AXP)	0.0	$1.7M		5.6k	304.10	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$1.7M	-14%	3.4k	509.25	View chart
Novartis Foreign Stock (NVS)	0.0	$1.7M		12k	142.57	View chart
Transdigm Group Common Stock (TDG)	0.0	$1.7M	-4%	1.6k	1082.60	View chart
Linde Foreign Stock (LIN)	0.0	$1.7M		3.5k	474.65	View chart
Sysco Corp Common Stock (SYY)	0.0	$1.6M	-2%	20k	77.96	View chart
Pfizer Common Stock (PFE)	0.0	$1.6M	-2%	55k	28.52	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$1.6M		32k	49.55	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$1.6M		3.9k	397.31	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.5M	-2%	16k	95.05	View chart
General Dynamics Corp Common Stock (GD)	0.0	$1.5M		4.4k	331.83	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$1.5M	-9%	10k	143.24	View chart
Blackrock Common Stock (BLK)	0.0	$1.4M	-4%	1.4k	1058.29	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$1.4M		46k	31.43	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.4M		16k	91.30	View chart
Citigroup Common Stock (C)	0.0	$1.4M		11k	129.48	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.4M		826.00	1728.53	View chart
Bank Ozk Common Stock (OZK)	0.0	$1.4M		31k	45.96	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.4M		6.2k	225.88	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.4M	-7%	5.5k	247.93	View chart
Vanguard Equity Mutual F (VEA)	0.0	$1.3M	+14%	19k	70.61	View chart
Altria Group Common Stock (MO)	0.0	$1.3M		20k	67.34	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$1.3M		8.1k	160.65	View chart
Gildan Activewear Foreign Stock (GIL)	0.0	$1.3M		30k	42.63	View chart
Aercap Holdings Nv Common Stock (AER)	0.0	$1.2M		8.4k	143.52	View chart
Caterpillar Common Stock (CAT)	0.0	$1.2M		1.5k	810.79	View chart
Ishares Equity Mutual F (EFV)	0.0	$1.2M	+2%	15k	79.14	View chart
Ishares Equity Mutual F (IVW)	0.0	$1.2M		8.1k	142.26	View chart
Mitsubishi Ufj Financial Group Foreign Stock (MUFG)	0.0	$1.2M		50k	23.07	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.1M		20k	57.82	View chart
Ishares Equity Mutual F (IWM)	0.0	$1.1M	+5%	4.1k	277.89	View chart
Eaton Corp Foreign Stock (ETN)	0.0	$1.1M		2.6k	429.71	View chart
Verizon Common Stock (VZ)	0.0	$1.1M		25k	45.87	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.1M		5.3k	209.44	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$1.1M		732.00	1510.95	View chart
Gilead Sciences Common Stock (GILD)	0.0	$1.1M		7.4k	149.05	View chart
Vanguard Equity Mutual F (VUG)	0.0	$1.1M		12k	90.11	View chart
Honeywell Intl Common Stock (HON)	0.0	$1.1M	-50%	5.1k	210.94	View chart
Fastenal Common Stock (FAST)	0.0	$1.1M		22k	49.53	View chart
Mckesson Corp Common Stock (MCK)	0.0	$1.1M	-5%	1.2k	853.81	View chart
Simon Properties Group Common Stock (SPG)	0.0	$1.1M		5.3k	200.76	View chart
Labcorp Holdings Common Stock (LH)	0.0	$1.0M		3.4k	308.11	View chart
Qnity Electronics Common Stock (Q)	0.0	$1.0M		8.2k	125.74	View chart
American Water Works Common Stock (AWK)	0.0	$1.0M		7.7k	129.47	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$949k	-3%	3.5k	268.85	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$942k		7.0k	135.53	View chart
State Street Equity Mutual F (XLK)	0.0	$922k		4.7k	195.75	View chart
The Blackstone Group Common Stock (BX)	0.0	$905k	-38%	8.1k	112.09	View chart
Zoetis Common Stock (ZTS)	0.0	$898k	+4%	13k	69.83	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$897k	-34%	24k	37.91	View chart
Xylem Common Stock (XYL)	0.0	$893k		8.8k	101.27	View chart
Fidelity National Financial Common Stock (FNF)	0.0	$879k		23k	38.65	View chart
Phillips 66 Common Stock (PSX)	0.0	$861k		3.4k	255.31	View chart
Enbridge Foreign Stock (ENB)	0.0	$860k		19k	46.49	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$856k		8.8k	97.74	View chart
Moodys Corp Common Stock (MCO)	0.0	$853k		1.9k	454.13	View chart
Baker Hughes Company Common Stock (BKR)	0.0	$846k		15k	54.90	View chart
Donaldson Common Stock (DCI)	0.0	$830k		9.5k	87.04	View chart
Agilent Technologies Common Stock (A)	0.0	$823k		4.8k	172.31	View chart
Factset Research Systems Common Stock (FDS)	0.0	$815k	-28%	3.0k	269.95	View chart
Hsbc Holdings Foreign Stock (HSBC)	0.0	$795k		8.0k	99.31	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$791k		2.2k	367.08	View chart
Astrazeneca Foreign Stock (AZN)	0.0	$781k		4.8k	161.47	View chart
Applied Materials Common Stock (AMAT)	0.0	$781k	-13%	1.5k	511.38	View chart
Te Foreign Stock (TEL)	0.0	$777k		3.7k	211.08	View chart
Marvell Technology Common Stock (MRVL)	0.0	$776k		2.9k	264.21	View chart
Rb Global Foreign Stock (RBA)	0.0	$759k		9.3k	81.39	View chart
Corteva Common Stock (CTVA)	0.0	$754k		9.7k	77.65	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$753k	-52%	4.9k	154.97	View chart
First Solar Common Stock (FSLR)	0.0	$752k		4.3k	175.16	View chart
Kla Corporation Common Stock (KLAC)	0.0	$749k	-4%	3.8k	194.93	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$745k		8.1k	92.36	View chart
Diamondback Common Stock (FANG)	0.0	$744k	-2%	4.1k	183.81	View chart
The Hershey Company Common Stock (HSY)	0.0	$744k	-36%	4.7k	157.61	View chart
Dupont De Nemours Common Stock (DD)	0.0	$741k		5.7k	129.89	View chart
Spotify Tech Common Stock (SPOT)	0.0	$739k		1.5k	487.38	View chart
SPDR Equity Mutual F (XBI)	0.0	$710k		4.5k	157.68	View chart
Ishares Equity Mutual F (IJR)	0.0	$702k	+10%	5.2k	136.04	View chart
Ishares Equity Mutual F (EFA)	0.0	$701k		6.7k	103.89	View chart
Dover Corp Common Stock (DOV)	0.0	$697k		3.7k	187.05	View chart
Invesco Equity Mutual F (RSP)	0.0	$671k		3.2k	208.02	View chart
Ishares Equity Mutual F (IBB)	0.0	$653k		3.1k	210.53	View chart
Invesco Equity Mutual F (PSCI)	0.0	$638k		4.0k	159.50	View chart
W P Carey Common Stock (WPC)	0.0	$631k		9.8k	64.63	View chart
Ball Corp Common Stock (BALL)	0.0	$619k	-26%	11k	56.03	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$616k		1.9k	330.19	View chart
Ishares Equity Mutual F (IEFA)	0.0	$612k	+2%	6.3k	96.88	View chart
Aflac Common Stock (AFL)	0.0	$607k		5.4k	111.78	View chart
T-mobile Us Common Stock (TMUS)	0.0	$602k	-18%	3.7k	163.08	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$595k		5.1k	116.60	View chart
Coca Cola Bottling Common Stock (COKE)	0.0	$591k		3.1k	189.27	View chart
SPDR Equity Mutual F (DIA)	0.0	$587k		1.2k	508.55	View chart
Ishares Equity Mutual F (IAU)	0.0	$586k		7.5k	78.10	View chart
Omnicom Group Common Stock (OMC)	0.0	$579k		7.9k	73.63	View chart
Boeing Common Stock (BA)	0.0	$569k		3.1k	186.05	View chart
Mccormick & Company Common Stock (MKC)	0.0	$550k	-6%	12k	46.40	View chart
Sherwin Williams Common Stock (SHW)	0.0	$544k		1.7k	323.27	View chart
Fortive Corp Common Stock (FTV)	0.0	$541k		9.9k	54.81	View chart
Atlassian Corp Class A Common Stock (TEAM)	0.0	$538k		3.0k	179.29	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$537k	-7%	10k	52.53	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$532k		6.0k	88.59	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$528k		8.5k	62.40	View chart
Hca Healthcare Common Stock (HCA)	0.0	$514k		1.2k	426.74	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$508k	-6%	23k	21.76	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$500k		915.00	546.17	View chart
Welltower Common Stock (WELL)	0.0	$491k		2.1k	230.24	View chart
BP Foreign Stock (BP)	0.0	$485k		11k	43.99	View chart
Watts Water Technologies Common Stock (WTS)	0.0	$473k		1.3k	354.18	View chart
Canadian Natural Resources Foreign Stock (CNQ)	0.0	$471k		10k	47.07	View chart
Ishares Equity Mutual F (EWJ)	0.0	$448k		4.6k	97.46	View chart
3m Company Common Stock (MMM)	0.0	$447k		2.7k	164.15	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$433k		5.0k	86.67	View chart
Cigna Corporation Common Stock (CI)	0.0	$426k		1.6k	271.83	View chart
Ishares Equity Mutual F (IWR)	0.0	$425k		4.0k	106.71	View chart
Williams Companies Common Stock (WMB)	0.0	$425k		6.2k	67.97	View chart
Progressive Corp Ohio Common Stock (PGR)	0.0	$419k	-3%	2.0k	207.31	View chart
Target Corp Common Stock (TGT)	0.0	$414k		2.6k	156.69	View chart
Allegion Foreign Stock (ALLE)	0.0	$406k		2.6k	153.77	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$405k		1.8k	222.26	View chart
Ishares Equity Mutual F (IVE)	0.0	$399k		1.7k	228.28	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 Q3 filed Oct. 23, 2026
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

View all past filings

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