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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK
932974
City
BOSTON
State / Country
MA

Top Portfolio Positions

475 positions · $9,810,163,802 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $41,077,868 252,818
2025-12-31 $56,905,448 254,987
2025-09-30 $60,517,329 254,093
2025-06-30 $62,812,317 258,455
2025-03-31 $63,419,291 261,566
2024-12-31 $60,381,855 267,070
2024-09-30 $57,886,075 269,200
2024-06-30 $54,036,706 274,298
2024-03-31 $56,357,395 275,102
2023-12-31 $58,555,009 284,593
2023-09-30 $53,153,140 296,862
2023-06-30 $48,479,403 292,697
2023-03-31 $41,467,730 282,921
2022-12-31 $34,641,486 258,268
2022-09-30 $38,050,544 263,654
2022-06-30 $33,864,605 237,563
2022-03-31 $37,661,421 241,869
2021-12-31 $46,352,182 253,540
2021-09-30 $43,389,889 260,381
2021-06-30 $38,628,445 239,141
2021-03-31 $37,339,712 243,891
2020-12-31 $32,732,712 213,660
2020-09-30 $32,279,016 244,538
2020-06-30 $29,180,554 231,243
2020-03-31 $21,912,557 231,072