Notify me when Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 527 | $11.4B | +$175M | -$260M | -$84.6M | MSFT, MA, GOOGL, INTU, AMZN | 13F-HR | 24 Oct 2025 |
| Q2 2025 | 518 | $11.3B | +$154M | -$133M | +$21.2M | MSFT, MA, INTU, GOOGL, AMZN | 13F-HR | 30 Jul 2025 |
| Q1 2025 | 560 | $10.3B | +$88.2M | -$182M | -$94.2M | MA, MSFT, FI, INTU, GOOGL | 13F-HR | 24 Apr 2025 |
| Q4 2024 | 560 | $11.6B | +$65.4M | -$150M | -$84.4M | MSFT, MA, FI, GOOGL, INTU | 13F-HR | 28 Jan 2025 |
| Q3 2024 | 571 | $11.2B | +$283M | -$139M | +$143M | MSFT, MA, FI, INTU, GOOGL | 13F-HR | 25 Oct 2024 |
| Q2 2024 | 551 | $10.8B | +$281M | -$127M | +$153M | MSFT, MA, INTU, GOOGL, FI | 13F-HR | 17 Jul 2024 |
| Q1 2024 | 543 | $10.1B | +$65.8M | -$195M | -$130M | MSFT, MA, INTU, GOOGL, FI | 13F-HR | 23 Apr 2024 |
| Q4 2023 | 536 | $10B | +$58.9M | -$175M | -$116M | MSFT, MA, INTU, GOOGL, FI | 13F-HR | 01 Feb 2024 |
| Q3 2023 | 651 | $8.41B | +$146M | -$189M | -$43.7M | MSFT, MA, INTU, GOOGL, FI | 13F-HR | 03 Nov 2023 |
| Q2 2023 | 631 | $9.36B | +$123M | -$125M | -$2.21M | MSFT, MA, INTU, DHR, SYK | 13F-HR | 01 Aug 2023 |
| Q1 2023 | 595 | $8.73B | +$116M | -$126M | -$9.76M | MA, MSFT, INTU, DHR, SYK | 13F-HR | 02 May 2023 |
| Q4 2022 | 575 | $8.08B | +$46.7M | -$150M | -$104M | MA, MSFT, DHR, INTU, SYK | Restatement | 02 Mar 2023 |
| Q3 2022 | 590 | $7.69B | +$343M | -$104M | +$239M | MSFT, MA, DHR, INTU, AMT | 13F-HR | 25 Oct 2022 |
| Q2 2022 | 617 | $8.14B | +$279M | -$99.3M | +$180M | MSFT, MA, DHR, AMT, INTU | 13F-HR | 26 Jul 2022 |
| Q1 2022 | 623 | $9.75B | +$110M | -$156M | -$46.6M | MSFT, MA, DHR, INTU, GOOGL | 13F-HR | 13 Apr 2022 |
| Q4 2021 | 708 | $10.9B | +$150M | -$144M | +$5.74M | MSFT, INTU, MA, DHR, AMT | 13F-HR | 14 Feb 2022 |
| Q3 2021 | 738 | $10.1B | +$167M | -$170M | -$2.8M | MSFT, MA, INTU, DHR, AMT | 13F-HR | 12 Nov 2021 |
| Q2 2021 | 934 | $9.87B | +$371M | -$202M | +$169M | MA, MSFT, INTU, DHR, AMT | 13F-HR | 13 Aug 2021 |
| Q1 2021 | 298 | $9.04B | +$246M | -$251M | -$5.32M | MA, MSFT, DHR, INTU, FI | 13F-HR | 14 Apr 2021 |
| Q4 2020 | 753 | $8.93B | +$200M | -$149M | +$50.8M | MA, MSFT, DHR, INTU, PAYC | 13F-HR | 14 Jan 2021 |
| Q3 2020 | 578 | $7.97B | +$367M | -$156M | +$211M | MA, MSFT, DHR, AMT, INTU | 13F-HR | 15 Oct 2020 |
| Q2 2020 | 572 | $7.25B | +$144M | -$186M | -$42.1M | MA, MSFT, AMT, DHR, INTU | 13F-HR | 30 Jul 2020 |
| Q1 2020 | 631 | $5.97B | +$102M | -$175M | -$73.7M | MA, MSFT, AMT, FI, DHR | 13F-HR | 15 Apr 2020 |
| Q4 2019 | 660 | $7.41B | +$168M | -$141M | +$26.8M | MA, AMT, MSFT, FI, DHR | 13F-HR | 22 Jan 2020 |
| Q3 2019 | 654 | $6.89B | +$156M | -$150M | +$5.3M | MA, AMT, MSFT, FI, INTU | 13F-HR | 05 Nov 2019 |
| Q2 2019 | 686 | $6.87B | +$187M | -$200M | -$12.4M | MA, AMT, MSFT, INTU, DHR | 13F-HR | 09 Aug 2019 |
| Q1 2019 | 676 | $6.58B | +$211M | -$228M | -$16.5M | MA, AMT, INTU, SYK, DHR | 13F-HR | 08 Apr 2019 |
| Q4 2018 | 660 | $5.52B | +$278M | -$111M | +$167M | MA, AMT, INTU, FI, TJX | 13F-HR | 13 Feb 2019 |
| Q3 2018 | 628 | $6.31B | +$136M | -$129M | +$7.45M | MA, TJX, INTU, FI, SYK | 13F-HR | 31 Oct 2018 |
| Q2 2018 | 646 | $5.76B | +$142M | -$182M | -$39.9M | MA, INTU, TJX, SYK, FI | 13F-HR | 07 Aug 2018 |
| Q1 2018 | 696 | $5.5B | +$259M | -$147M | +$113M | MA, FI, AMT, SYK, INTU | 13F-HR | 20 Apr 2018 |
| Q4 2017 | 692 | $5.45B | +$84M | -$80M | +$4.03M | MA, SYK, AMT, FI, TJX | 13F-HR | 08 Feb 2018 |
| Q3 2017 | 721 | $5.18B | +$111M | -$41M | +$69.8M | MA, FI, TJX, AMT, SYK | Restatement | 02 Nov 2017 |
| Q2 2017 | 617 | $5.03B | +$127M | -$176M | -$48.8M | MA, FI, SYK, AMT, TJX | 13F-HR | 07 Aug 2017 |
| Q1 2017 | 606 | $4.78B | +$117M | -$104M | +$13.5M | MA, TJX, FI, SYK, AMT | 13F-HR | 12 May 2017 |
| Q4 2016 | 588 | $4.49B | +$145M | -$68M | +$76.8M | MA, TJX, FI, SYK, ADP | 13F-HR | 02 Feb 2017 |
| Q3 2016 | 602 | $4.37B | +$233M | -$60.3M | +$173M | MA, TJX, FI, SYK, CNI | 13F-HR | 01 Nov 2016 |
| Q2 2016 | 627 | $4.35B | +$102M | -$68.8M | +$33.4M | TJX, MA, FI, SYK, DHR | 13F-HR | 11 Jul 2016 |
| Q1 2016 | 609 | $4.24B | +$113M | -$50.1M | +$63.2M | MA, TJX, FI, SYK, DHR | 13F-HR | 26 Apr 2016 |
| Q4 2015 | 631 | $4.04B | MA, TJX, FI, DHR, INTU | 13F-HR | 27 Jan 2016 | |||
| Q3 2015 | 410 | $3.21B | MA, TJX, FI, INTU, SYK | 13F-HR | 06 Nov 2015 | |||
| Q2 2015 | 606 | $3.92B | +$129M | -$104M | +$25.7M | MA, TJX, FI, INTU, SYK | 13F-HR | 03 Aug 2015 |
| Q1 2015 | 614 | $3.96B | +$133M | -$91.2M | +$41.8M | MA, TJX, FI, CNI, ADP | 13F-HR | 06 May 2015 |
| Q4 2014 | 621 | $3.9B | +$138M | -$71.3M | +$66.3M | MA, TJX, CNI, FI, ADP | Restatement | 12 Feb 2015 |
| Q3 2014 | 586 | $3.7B | +$155M | -$100M | +$55.4M | MA, TJX, CNI, ADP, QCOM | 13F-HR | 07 Nov 2014 |
| Q2 2014 | 616 | $3.7B | +$229M | -$143M | +$86.6M | MA, TJX, QCOM, CNI, ADP | 13F-HR | 12 Aug 2014 |
| Q1 2014 | 612 | $3.66B | +$330M | -$63.1M | +$267M | MA, TJX, QCOM, ADP, CNI | 13F-HR | 28 Apr 2014 |
| Q4 2013 | 591 | $3.63B | MA, TJX, ADP, QCOM, CNI | 13F-HR | 11 Feb 2014 |