Q3 2026 13F · SEC CIK 932974

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.8B
Reported positions: 563
Top holdings a year, 3 yrs: +6.4%
Average holding period: 11.6 yrs

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma is a wealth manager that reported 563 positions worth $10.8B in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Alphabet Inc (GOOGL, 8.9%), Microsoft Corp (MSFT, 8.7%), Mastercard Incorporated (MA, 7.0%). A portfolio copying its top holdings returned 6.4% a year over the last 3 years, against 20.4% for the S&P 500.

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma holdings largest 50 of 563 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	8.9%	9.8%	2,791,376	-1.0%	$960.5M
MSFTMicrosoft Corp	8.7%	6.7%	1,832,766	-0.8%	$940.0M
MAMastercard Incorporated	7.0%	6.9%	1,371,231	-0.6%	$756.2M
AMZNAmazon Com Inc	5.1%	5.2%	2,230,027	-0.8%	$555.6M
AAPLApple Inc	4.4%	4.1%	1,430,390	-1.1%	$476.3M
NVDANvidia Corporation	4.0%	3.7%	1,911,475	+0.5%	$436.5M
DHRDanaher Corp Del	3.4%	3.1%	1,671,318	-0.4%	$370.3M
SYKStryker Corporation	2.9%	3.5%	1,157,166	+0.2%	$318.7M
TMOThermo Fisher Scientific Inc	2.8%	2.4%	454,341	-7.6%	$306.7M
INTUIntuit	2.6%	2.6%	1,020,622	-1.9%	$281.4M
TJXTjx Cos Inc New	2.5%	3.0%	2,037,185	-0.6%	$269.5M
NOWServicenow Inc	2.2%	1.7%	1,747,393	+0.0%	$234.2M
NXPINxp Semiconductors N V	2.1%	2.6%	966,564	+1.5%	$229.6M
VVisa Inc	2.1%	2.0%	625,694	+3.2%	$224.8M
VEEVVeeva Sys Inc	2.0%	1.4%	764,479	-3.6%	$218.2M
COSTCostco Wholesale Corporation	2.0%	2.1%	234,304	+0.1%	$213.3M
METAMeta Platforms Inc	1.9%	1.5%	277,550	+1.2%	$201.3M
PHParker-Hannifin Corp	1.8%	1.9%	204,004	-0.4%	$194.9M
EOGEog Res Inc	1.8%	1.8%	1,401,875	+0.1%	$193.1M
AMTAmerican Tower Corp	1.6%	1.8%	1,065,661	-5.8%	$174.4M
ADPAutomatic Data Processing in	1.4%	1.3%	597,277	-0.6%	$154.1M
SNPSSynopsys Inc	1.4%	1.5%	353,913	+0.7%	$153.9M
ABTAbbott Laboratories	1.4%	1.4%	1,530,620	-2.3%	$151.3M
CNICanadian Natl Ry Co	1.4%	1.4%	1,246,556	-0.4%	$148.2M
ASMLAsml Hldg NV	1.2%	1.3%	74,046	+14.0%	$134.1M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	239,952	-0.2%	$119.5M
CHDChurch & Dwight Co Inc	0.9%	1.0%	1,018,691	-2.9%	$96.0M
FISVFiserv Inc	0.9%	1.1%	2,047,041	-11.1%	$92.5M
ADIAnalog Devices Inc	0.8%	0.8%	230,612	+7.9%	$91.5M
PMPhilip Morris Intl Inc	0.8%	0.8%	463,128	-2.2%	$88.4M
LLYEli Lilly & Co	0.8%	0.7%	75,984	+27.1%	$87.9M
PAYCPaycom Software Inc	0.8%	0.9%	400,139	-44.9%	$87.1M
QCOMQualcomm Inc	0.8%	1.0%	447,344	-21.3%	$82.3M
SBUXStarbucks Corp	0.7%	0.8%	763,502	-3.2%	$71.7M
HDHome Depot Inc	0.6%	0.8%	243,324	-0.8%	$69.2M
CSLCarlisle Cos Inc	0.6%	0.6%	212,610	+19.2%	$68.5M
AVGOBroadcom Inc	0.6%	—	194,833	—	$68.4M
UNPUnion Pac Corp	0.6%	0.6%	248,382	+2.2%	$67.6M
JNJJohnson & Johnson	0.6%	0.6%	249,622	-1.2%	$66.1M
PGProcter & Gamble Co	0.6%	0.6%	415,006	-0.5%	$60.3M
XOMExxonmobil Holdings Corp	0.6%	—	370,253	—	$60.3M
IDXXIdexx Labs Inc	0.6%	0.6%	114,834	-2.0%	$60.0M
ORLYOreilly Automotive Inc	0.5%	0.6%	687,861	-1.9%	$58.8M
ISRGIntuitive Surgical Inc	0.5%	—	138,050	—	$56.1M
GOOGAlphabet Inc	0.5%	0.6%	162,049	-3.9%	$55.2M
WPLCFWise Group PLC	0.5%	0.5%	4,771,451	+9.0%	$54.3M
WEXWex Inc	0.5%	0.5%	320,476	-12.8%	$54.1M
LOWLowes Cos Inc	0.5%	0.7%	271,044	-11.5%	$50.0M
MRKMerck & Co Inc	0.4%	0.4%	329,146	-1.1%	$47.8M
VLTOVeralto Corp	0.4%	0.4%	421,506	-1.2%	$39.8M

What Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

LLY Eli Lilly & Co+27.1% shares
CSL Carlisle Cos Inc+19.2% shares
ASML Asml Hldg NV+14.0% shares
WPLCF Wise Group PLC+9.0% shares
ADI Analog Devices Inc+7.9% shares

Reduced

PAYC Paycom Software Inc-44.9% shares
QCOM Qualcomm Inc-21.3% shares
WEX Wex Inc-12.8% shares
LOW Lowes Cos Inc-11.5% shares
FISV Fiserv Inc-11.1% shares
TMO Thermo Fisher Scientific Inc-7.6% shares
AMT American Tower Corp-5.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -4.3% /yr; S&P 500 +20.1%
3 years: +6.4% /yr; S&P 500 +20.4%
5 years: +2.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$10.8B	563
Q2 2026	$10.3B	564
Q1 2026	$10.0B	559
Q4 2025	$11.0B	533
Q3 2025	$11.4B	526
Q2 2025	$11.3B	517
Q1 2025	$10.3B	559
Q4 2024	$11.6B	559
Q3 2024	$11.2B	570
Q2 2024	$10.9B	550
Q1 2024	$10.1B	562
Q4 2023	$10.1B	553

Questions about Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's portfolio

What stocks does Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma own?

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 563 positions worth $10.8B. The largest are Alphabet Inc (GOOGL) at 8.9%, Microsoft Corp (MSFT) at 8.7%, Mastercard Incorporated (MA) at 7.0%, Amazon Com Inc (AMZN) at 5.1% and Apple Inc (AAPL) at 4.4%.

What did Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma buy last quarter?

In Q3 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma added Eli Lilly & Co (LLY) (+27.1% shares), Carlisle Cos Inc (CSL) (+19.2% shares) and Asml Hldg NV (ASML) (+14.0% shares), compared with its Q2 2026 filing.

What did Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma sell last quarter?

In Q3 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dicks Sporting Goods Inc (DKS), cut from its top 50 Regeneron Pharmaceuticals (REGN), Paycom Software Inc (PAYC) (-44.9% shares), Qualcomm Inc (QCOM) (-21.3% shares) and Wex Inc (WEX) (-12.8% shares), compared with its Q2 2026 filing.

How has Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's portfolio performed?

A portfolio copying Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -4.3% against +20.1%. Over 5 years: +2.1% a year against +11.6%.

When is Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's next 13F filing due?

13F filings are due 45 days after each quarter ends. Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.