LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA MSFT holdings history
MICROSOFT CORP · CUSIP 594918104 · CIK 932974
As of 2026-06-30, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 1.85M MSFT (shares), valued at $689.15M, or 6.69% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 0.26%; reported value increased 0.84%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.69% | 1,847,490 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 6.85% | 1,842,719 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 8.02% | 1,841,271 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 8.46% | 1,851,757 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 8.28% | 1,882,972 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 6.95% | 1,907,520 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 7.14% | 1,910,178 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 7.30% | 1,924,943 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 7.83% | 1,892,162 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 7.65% | 1,918,608 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 7.65% | 1,942,435 | SEC filing ↗Filed Feb 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.65% | 1,942,435 | $772.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 7.65% | 1,918,608 | $769.28M | Shares decreased 1.23%; reported value decreased 0.39%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 7.83% | 1,892,162 | $850.56M | Shares decreased 1.38%; reported value increased 10.57%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 7.30% | 1,924,943 | $817.58M | Shares increased 1.73%; reported value decreased 3.88%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 7.14% | 1,910,178 | $830.09M | Shares decreased 0.77%; reported value increased 1.53%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 6.95% | 1,907,520 | $714.16M | Shares decreased 0.14%; reported value decreased 13.97%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 8.28% | 1,882,972 | $936.61M | Shares decreased 1.29%; reported value increased 31.15%, and weight changed +1.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 8.46% | 1,851,757 | $963.95M | Shares decreased 1.66%; reported value increased 2.92%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 8.02% | 1,841,271 | $884.88M | Shares decreased 0.57%; reported value decreased 8.20%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 6.85% | 1,842,719 | $683.41M | Shares increased 0.08%; reported value decreased 22.77%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 6.69% | 1,847,490 | $689.15M | Shares increased 0.26%; reported value increased 0.84%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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