LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
CIK 932974 · Holdings on Jun 30, 2024 · First reported Jul 17, 2024
Top ten holdings
Q2 2024- MSFT7.83%
- MA6.06%
- INTU5.75%
- GOOGL5.07%
- FISV4.20%
- DHR3.89%
- AMZN3.74%
- SYK3.69%
- AAPL3.29%
- ADBE3.01%
Share classes counted separately46.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MAWeight decreased · -0.78 pp6.84% → 6.06%Shares -22.86K (-1.52%)
- AAPLWeight increased · +0.72 pp2.57% → 3.29%Shares -37.70K (-2.42%)
- NVDAWeight increased · +0.48 pp0.97% → 1.45%Shares +1.13M (+919.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $850.56M | 7.83% | 1.89M shares | 7.65% → 7.83%+0.18 pp -26.45K (-1.38%) | Reduced | ↗▾ |
| 02 | MAMASTERCARD INC - ACOMMON STOCK View history and evidence | $658.61M | 6.06% | 1.48M shares | 6.84% → 6.06%-0.78 pp -22.86K (-1.52%) | Reduced | ↗▾ |
| 03 | INTUINTUIT INCCOMMON STOCK View history and evidence | $624.81M | 5.75% | 937.94K shares | 5.77% → 5.75%-0.02 pp -14.59K (-1.53%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACOMMON STOCK View history and evidence | $550.38M | 5.07% | 2.99M shares | 4.65% → 5.07%+0.42 pp +717 (+0.02%) | Added | ↗▾ |
| 05 | FISVFISERV INCCOMMON STOCK View history and evidence | $456.41M | 4.20% | 2.90M shares | 4.30% → 4.20%-0.10 pp -5.76K (-0.20%) | Reduced | ↗▾ |
| 06 | DHRDANAHER CORPCOMMON STOCK View history and evidence | $422.57M | 3.89% | 1.68M shares | 3.94% → 3.89%-0.05 pp -2.13K (-0.13%) | Reduced | ↗▾ |
| 07 | AMZNAMAZON.COM INCCOMMON STOCK View history and evidence | $405.84M | 3.74% | 2.10M shares | 3.67% → 3.74%+0.07 pp +16.37K (+0.78%) | Added | ↗▾ |
| 08 | SYKSTRYKER CORPCOMMON STOCK View history and evidence | $400.69M | 3.69% | 1.20M shares | 3.96% → 3.69%-0.27 pp -15.16K (-1.25%) | Reduced | ↗▾ |
| 09 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $357.61M | 3.29% | 1.52M shares | 2.57% → 3.29%+0.72 pp -37.70K (-2.42%) | Reduced | ↗▾ |
| 10 | ADBEADOBE INCCOMMON STOCK View history and evidence | $327.28M | 3.01% | 577.68K shares | 2.66% → 3.01%+0.35 pp +4.59K (+0.80%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 42
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | -3,703 | -$1.01M | SEC filing ↗ | SEC filing ↗ |
| LNG CHENIERE ENERGY INC | Non-derivative | -4,510 | -$723.60K | SEC filing ↗ | SEC filing ↗ |
| CRBN ISH LOW CAR OPT MS AC ETF-US | Non-derivative | -1,750 | -$299.68K | SEC filing ↗ | SEC filing ↗ |
3 / 42 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 932974 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 10859490593
}Research all 551 reported holdings.
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