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Latest LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Stock Portfolio

$10.84Billion | No. of Holdings #563

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Performance

2026 Q3+6.03%
YTD-0.67%
2025-2.04%

About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M and 13F Hedge Fund Stock Holdings

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is a hedge fund based in Boston, MA. On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported an equity portfolio of $10.8 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA are GOOG, MSFT, MA. The fund has invested 8.9% of it's portfolio in ALPHABET INC and 8.7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), VANGUARD (VB) and VALARIS LTD (VAL) stocks. They significantly reduced their stock positions in MAGNUM ICE CREAM CO NV, TRACTOR SUPPLY CO (TSCO) and MAKEMYTRIP LTD (MMYT). LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA opened new stock positions in EXXON MOBIL HOLDINGS CORPORATION, SPDR (BIL) and ISHARES (AGT). The fund showed a lot of confidence in some stocks as they added substantially to NEXTPOWER INC CL A, TAIWAN SEMICONDUCTER ADR (TSM) and ISHARES (SLV).
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$10.84Billion
  as of Oct 23, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Annual Return Estimates Vs S&P 500

Our best estimate is that LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA made a return of 6.03% in the last quarter. In trailing 12 months, it's portfolio return was -2.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil holdings corporation60,258,700
oneok inc114,518
mobility global inc50,579
spdr31,371
ishares30,606
ishares25,620
invesco19,392
New stocks bought by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Additions

Ticker% Inc.
nextpower inc cl a5,400
taiwan semiconducter adr421
ishares329
intuitive surgical inc235
amphenol corp209
caseys general store inc190
broadcom inc173
ishares152
Additions to existing portfolio by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Reductions

Ticker% Reduced
tractor supply co-91.58
makemytrip ltd-79.67
ishares-79.41
roper industries inc-67.25
broadridge financial solutions-61.58
trade desk inc-59.83
kenvue inc-53.06
honeywell aerospace inc-52.71
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M reduced stake in above stock

Sold off

None of the stocks were completely sold off by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Sector Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 30.1% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Others
  • Industrials
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Technology30.1
Healthcare16.4
Communication Services11.3
Consumer Cyclical11
Financial Services9.7
Others7.2
Industrials5.3
Consumer Defensive4.7
Energy2.1
Real Estate1.7

Market Cap. Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 91.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP53.2
LARGE-CAP38
UNALLOCATED7.2
MID-CAP1.6

Stocks belong to which Index?

About 88.8% of the stocks held by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50088.8
Others11
Top 5 Winners (%)%
TEAM
atlassian corp class a
130.5 %
VSTM
verastem inc
110.7 %
ASGN
asgn inc
84.1 %
CHPT
chargepoint holdings inc
70.7 %
AMLX
amylyx pharmaceuticals inc
62.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
257.4 M
VEEV
veeva systems inc
84.1 M
TMO
thermo fisher scientific inc
82.1 M
AAPL
apple inc
62.8 M
NOW
servicenow inc
60.7 M
Top 5 Losers (%)%
MNST
monster beverage corp
-49.5 %
SEDG
solaredge technologies inc
-45.5 %
APP
applovin corp
-43.6 %
APH
amphenol corp
-41.9 %
RUN
sunrun inc
-41.9 %
Top 5 Losers ($)$
SYK
stryker corp
-45.6 M
NXPI
nxp semiconductors
-41.7 M
TJX
tjx companies inc
-39.2 M
GOOG
alphabet inc
-37.3 M
DKS
dicks sporting goods inc
-21.6 M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has 563 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. SYK proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA last quarter.

$10.84BTotal Value
500Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0.01%14,734
$1.17M
0.01%
increased 2.61 percentadded
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%2,402
$351.1K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%1,236
$148.1K
0%
increased 65.02 percentadded
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%1,271
$65.1K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%499
$42.1K
0%
increased 116.96 percentadded
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%160
$25.4K
0%
unchanged 0 percentunchanged
ACSG
Xtrackers

Xtrackers

ACSG
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Xtrackers over time
0%5,105
$595.2K
0%
unchanged 0 percentunchanged
ACSG
Xtrackers

Xtrackers

ACSG
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Xtrackers over time
0%3,600
$192.3K
0%
unchanged 0 percentunchanged