LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK 0000932974 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 565 positions worth $10.30B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: GOOGL (9.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.30B
2026 Q2
Positions
565
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.6%
Est. Net Flow (Q)
2026 Q2
10 / 565 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INCSH$1.01B9.78%2,820,758
2MAMASTERCARD INCSH$708.6M6.88%1,379,579
3MSFTMICROSOFT CORPSH$689.2M6.69%1,847,490
4AMZNAMAZON.COMSH$535.9M5.20%2,248,322
5AAPLAPPLE INCSH$418.4M4.06%1,446,076
6NVDANVIDIA CORPSH$380.6M3.69%1,901,921
7SYKSTRYKER CORPSH$363.6M3.53%1,154,957
8DHRDANAHER CORP SHS BEN INTSH$319.5M3.10%1,677,392
9TJXTJX COMPANIES INCSH$310.6M3.02%2,050,213
10INTUINTUITSH$271.5M2.63%1,040,089

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA hold as of Q2 2026?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 565 positions worth $10.30B in its Q2 2026 13F filing. Largest positions: GOOGL (9.8%), MA (6.9%), MSFT (6.7%), AMZN (5.2%) and AAPL (4.1%).

What did LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.