LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Filed: 1/28/2026ACC: 0000932974-26-000001

📋 What this filing means

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed this quarterly 13F‑HR report disclosing 534 equity positions with a total reported market value of $11.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

534

Positions

$11.03B

Total AUM (reported)

48.57M

Total Shares

Allocation by class

COMMON STOCK$10.47B94.9%

FOREIGN STOCK$496.67M4.5%

EQUITY MUTUAL F$62.01M0.6%

BOND MUTUAL FUN$2.28M0.0%

OPTIONS$20.5K0.0%

Portfolio Concentration

Top 3$2.60B23.6%

4–10$2.88B26.1%

11–25$2.86B25.9%

Rest$2.69B24.4%

Top 3 weight

23.6%

Top 10 weight

49.7%

Voting Authority Distribution

Total shares with voting rights: 48.57M

Sole

Full voting authority

46.87M

% of voting shares96.5%

Shared

Joint voting authority

301.01K

% of voting shares0.6%

None

No voting authority

1.40M

% of voting shares2.9%

Investment Discretion (by position count)

Sole534

Shared0

Other0

Dominant voting typeSole · 96.5% of voting shares

Institutional Holdings534

Rows:

ALPHABET INC

SOLE

COMMON STOCK

Shares2.97M

TypeSH

Market value$994.76M

9.01%

Sole

2.87M

Shared

20.84K

None

87.11K

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.84M

TypeSH

Market value$884.88M

8.02%

Sole

1.78M

Shared

12.67K

None

47.90K

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.38M

TypeSH

Market value$719.70M

6.52%

Sole

1.34M

Shared

10.77K

None

34.56K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.20M

TypeSH

Market value$537.75M

4.87%

Sole

2.12M

Shared

8.64K

None

66.16K

INTUIT

SOLE

COMMON STOCK

Shares942.71K

TypeSH

Market value$514.15M

4.66%

Sole

910.30K

Shared

6.57K

None

25.84K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.15M

TypeSH

Market value$409.09M

3.71%

Sole

1.11M

Shared

8.76K

None

31.27K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.66M

TypeSH

Market value$391.12M

3.54%

Sole

1.60M

Shared

12.99K

None

47.55K

APPLE INC

SOLE

COMMON STOCK

Shares1.42M

TypeSH

Market value$366.20M

3.32%

Sole

1.38M

Shared

0.00

None

34.71K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares539.62K

TypeSH

Market value$336.68M

3.05%

Sole

520.48K

Shared

1.24K

None

17.90K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.74M

TypeSH

Market value$328.08M

2.97%

Sole

1.66M

Shared

4.41K

None

76.18K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.16M

TypeSH

Market value$320.12M

2.90%

Sole

2.08M

Shared

25.13K

None

61.91K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares243.72K

TypeSH

Market value$236.48M

2.14%

Sole

234.46K

Shared

0.00

None

9.26K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.29M

TypeSH

Market value$232.06M

2.10%

Sole

1.25M

Shared

9.26K

None

31.08K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares967K

TypeSH

Market value$221.85M

2.01%

Sole

928.09K

Shared

11.43K

None

27.48K

SERVICENOW INC

SOLE

COMMON STOCK

Shares1.59M

TypeSH

Market value$209.52M

1.90%

Sole

1.53M

Shared

6.65K

None

55.45K

PARKER-HANNIFIN CORP

SOLE

COMMON STOCK

Shares207.10K

TypeSH

Market value$191.77M

1.74%

Sole

197.82K

Shared

0.00

None

9.28K

VISA INC

SOLE

COMMON STOCK

Shares585K

TypeSH

Market value$190.28M

1.72%

Sole

569.37K

Shared

0.00

None

15.63K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.65M

TypeSH

Market value$178.30M

1.62%

Sole

1.59M

Shared

7.80K

None

53.06K

FISERV INC

SOLE

COMMON STOCK

Shares2.63M

TypeSH

Market value$174.50M

1.58%

Sole

2.55M

Shared

18.38K

None

61.90K

META PLATFORMS INC CL A

SOLE

COMMON STOCK

Shares253.69K

TypeSH

Market value$170.73M

1.55%

Sole

241.41K

Shared

2.23K

None

10.05K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares622.80K

TypeSH

Market value$158.51M

1.44%

Sole

600.45K

Shared

7.01K

None

15.35K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.40M

TypeSH

Market value$151.92M

1.38%

Sole

1.33M

Shared

12.25K

None

52.06K

SYNOPSYS INC

SOLE

COMMON STOCK

Shares294.46K

TypeSH

Market value$148.03M

1.34%

Sole

284.07K

Shared

0.00

None

10.39K

VEEVA SYSTEMS INC

SOLE

COMMON STOCK

Shares665.44K

TypeSH

Market value$144.98M

1.31%

Sole

639.75K

Shared

4.83K

None

20.86K

CANADIAN NATIONAL RAILWAY

SOLE

FOREIGN STOCK

Shares1.31M

TypeSH

Market value$131.17M

1.19%

Sole

1.26M

Shared

10.54K

None

34.39K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ALPHABET INCSOLE	COMMON STOCK	2.97M	SH	$994.76M 9.01%	2.87M	20.84K	87.11K
MICROSOFT CORPSOLE	COMMON STOCK	1.84M	SH	$884.88M 8.02%	1.78M	12.67K	47.90K
MASTERCARD INCSOLE	COMMON STOCK	1.38M	SH	$719.70M 6.52%	1.34M	10.77K	34.56K
AMAZON.COMSOLE	COMMON STOCK	2.20M	SH	$537.75M 4.87%	2.12M	8.64K	66.16K
INTUITSOLE	COMMON STOCK	942.71K	SH	$514.15M 4.66%	910.30K	6.57K	25.84K
STRYKER CORPSOLE	COMMON STOCK	1.15M	SH	$409.09M 3.71%	1.11M	8.76K	31.27K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.66M	SH	$391.12M 3.54%	1.60M	12.99K	47.55K
APPLE INCSOLE	COMMON STOCK	1.42M	SH	$366.20M 3.32%	1.38M	0.00	34.71K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	539.62K	SH	$336.68M 3.05%	520.48K	1.24K	17.90K
NVIDIA CORPSOLE	COMMON STOCK	1.74M	SH	$328.08M 2.97%	1.66M	4.41K	76.18K
TJX COMPANIES INCSOLE	COMMON STOCK	2.16M	SH	$320.12M 2.90%	2.08M	25.13K	61.91K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	243.72K	SH	$236.48M 2.14%	234.46K	0.00	9.26K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.29M	SH	$232.06M 2.10%	1.25M	9.26K	31.08K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	967K	SH	$221.85M 2.01%	928.09K	11.43K	27.48K
SERVICENOW INCSOLE	COMMON STOCK	1.59M	SH	$209.52M 1.90%	1.53M	6.65K	55.45K
PARKER-HANNIFIN CORPSOLE	COMMON STOCK	207.10K	SH	$191.77M 1.74%	197.82K	0.00	9.28K
VISA INCSOLE	COMMON STOCK	585K	SH	$190.28M 1.72%	569.37K	0.00	15.63K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.65M	SH	$178.30M 1.62%	1.59M	7.80K	53.06K
FISERV INCSOLE	COMMON STOCK	2.63M	SH	$174.50M 1.58%	2.55M	18.38K	61.90K
META PLATFORMS INC CL ASOLE	COMMON STOCK	253.69K	SH	$170.73M 1.55%	241.41K	2.23K	10.05K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	622.80K	SH	$158.51M 1.44%	600.45K	7.01K	15.35K
EOG RESOURCESSOLE	COMMON STOCK	1.40M	SH	$151.92M 1.38%	1.33M	12.25K	52.06K
SYNOPSYS INCSOLE	COMMON STOCK	294.46K	SH	$148.03M 1.34%	284.07K	0.00	10.39K
VEEVA SYSTEMS INCSOLE	COMMON STOCK	665.44K	SH	$144.98M 1.31%	639.75K	4.83K	20.86K
CANADIAN NATIONAL RAILWAYSOLE	FOREIGN STOCK	1.31M	SH	$131.17M 1.19%	1.26M	10.54K	34.39K

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