LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Top Portfolio Positions
475 positions ·
$9,810,163,802 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,888,321 | $830,565,585 | 8.47% | |
| MA |
Mastercard Inc
Financial Services
|
1,379,038 | $689,050,125 | 7.02% | |
| MSFT |
Microsoft Corp
Technology
|
1,842,719 | $682,119,290 | 6.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,244,798 | $467,524,078 | 4.77% | |
| INTU |
Intuit Inc.
Technology
|
1,013,921 | $438,399,160 | 4.47% | |
| SYK |
Stryker Corp
Healthcare
|
1,148,633 | $377,429,315 | 3.85% | |
| AAPL |
Apple Inc.
Technology
|
1,428,525 | $362,545,359 | 3.70% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
2,110,101 | $336,983,128 | 3.44% | |
| NVDA |
Nvidia Corp
Technology
|
1,816,826 | $316,854,453 | 3.23% | |
| DHR |
Danaher Corp /De/
Healthcare
|
1,659,664 | $314,672,293 | 3.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,406,833 | 375,110 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $60,786,073 | 408,015 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $74,894,013 | 475,427 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $112,846,478 | 768,238 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $124,651,424 | 793,857 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $154,894,342 | 883,495 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $190,851,992 | 909,989 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $161,950,244 | 914,250 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $205,717,131 | 866,068 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $168,550,921 | 866,363 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $158,653,538 | 843,498 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $148,475,353 | 815,485 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $133,416,239 | 725,522 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $94,148,171 | 575,302 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $54,055,621 | 425,836 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $60,263,476 | 387,397 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $64,499,503 | 361,443 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $47,074,591 | 335,313 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $74,290,567 | 421,770 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $86,792,741 | 447,616 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $93,165,246 | 445,298 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $93,869,662 | 461,208 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $78,603,098 | 565,612 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $111,177,301 | 673,761 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $118,964,307 | 1,137,870 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||