LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in MSFT — Microsoft Corp
CIK 932974
BOSTON, MA
Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$689,150,719
+$7,031,429 QoQ
Shares Held
1,847,490
+0.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
6.76%
of 13F equity value
Holder Rank
#257
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 1%
None 3%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $900,632,652 across 16 Software - Infrastructure names. MSFT ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,847,490 | $689,150,719 | |
| 2 | SNPS |
Synopsys Inc
|
351,492 | $156,790,035 | |
| 3 | WEX |
WEX Inc.
|
367,338 | $51,827,718 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,931 | $1,340,549 | |
| 5 | ORCL |
Oracle Corp
|
3,347 | $490,502 | |
| 6 | TWLO |
Twilio Inc
|
1,295 | $267,197 | |
| 7 | MDB |
MongoDB, Inc.
|
380 | $127,642 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
970 | $127,487 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,150,719 | 1,847,490 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $682,119,290 | 1,842,719 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $890,475,480 | 1,841,271 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $959,117,537 | 1,851,757 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $936,609,101 | 1,882,972 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $716,063,931 | 1,907,520 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $805,140,026 | 1,910,178 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $828,302,972 | 1,924,943 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $845,701,805 | 1,892,162 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $807,196,756 | 1,918,608 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $730,433,257 | 1,942,435 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $624,194,491 | 1,976,863 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $683,183,514 | 2,006,177 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $585,392,572 | 2,030,498 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $490,925,448 | 2,047,058 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $481,803,489 | 2,068,714 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $533,061,707 | 2,075,543 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $642,777,634 | 2,084,842 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $705,960,229 | 2,099,073 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $596,915,417 | 2,117,322 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $576,773,731 | 2,129,102 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $502,759,954 | 2,132,417 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $475,757,269 | 2,139,004 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $443,204,640 | 2,107,187 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $428,823,857 | 2,107,139 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $332,821,721 | 2,110,340 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||