LW
Loring Wolcott & Coolidge Fiduciary Advisors LLP
13F filer · CIK 0000932974Reported Jul 30, 2026
Net seller this quarter
13F portfolio value$10.3BU.S. long equity reported on 13F
Positions48322 new · 25 closed
Net flow last quarter-$19.9MBuys minus sells
Top 10 positions weight48.6%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 30, 2026483 positions | |||||
| $1.01B | 9.78% | 0.02% | -2.3% | Q4 2015 | |
| $709M | 6.88% | 0.11% | 0.0% | Q4 2013 | |
| $689M | 6.69% | 0.02% | +0.3% | Q4 2013 | |
| $536M | 5.20% | 0.02% | +0.2% | Q4 2013 | |
| $418M | 4.06% | 0.01% | +1.2% | Q4 2013 | |
| $381M | 3.69% | 0.01% | +4.7% | Q3 2017 | |
| $364M | 3.53% | 0.30% | +0.6% | Q4 2013 | |
| $320M | 3.10% | 0.24% | +1.1% | Q4 2013 | |
| $311M | 3.01% | 0.19% | -2.8% | Q4 2013 | |
| $271M | 2.63% | 0.38% | +2.6% | Q4 2013 | |
| $268M | 2.60% | 0.38% | -1.6% | Q4 2013 | |
| $246M | 2.39% | 0.13% | -7.5% | Q4 2013 | |
| $219M | 2.12% | 0.05% | -1.8% | Q4 2013 | |
| $208M | 2.02% | 0.03% | +1.9% | Q4 2013 | |
| $200M | 1.95% | 0.16% | 0.0% | Q4 2013 | |
| $185M | 1.80% | 0.24% | -7.0% | Q4 2013 | |
| $182M | 1.76% | 0.26% | +0.8% | Q4 2013 | |
| $173M | 1.68% | 0.17% | +3.7% | Q4 2013 | |
| $157M | 1.52% | 0.18% | +8.7% | Q3 2017 | |
| $154M | 1.50% | Not reported | +3.7% | Q4 2013 | |
| $149M | 1.45% | 0.20% | -1.6% | Q4 2013 | |
| $142M | 1.38% | 0.09% | -3.0% | Q4 2013 | |
| $141M | 1.37% | 0.49% | +8.0% | Q4 2017 | |
| $135M | 1.31% | 0.15% | -0.8% | Q4 2013 | |
| $129M | 1.25% | 0.02% | +19.5% | Q2 2016 | |
| $120M | 1.17% | Not reported | +3.1% | Q4 2013 | |
| $113M | 1.10% | 0.43% | -7.8% | Q4 2013 | |
| $105M | 1.02% | 0.05% | -14.4% | Q4 2013 | |
| $102M | 0.99% | 0.44% | -4.3% | Q4 2013 | |
| $91.3M | 0.89% | 1.64% | -5.6% | Q1 2015 | |
| $86.5M | 0.84% | 0.02% | -0.1% | Q4 2013 | |
| $85.6M | 0.83% | 0.03% | -0.1% | Q4 2013 | |
| $84.9M | 0.82% | 0.04% | +6.0% | Q4 2013 | |
| $80.6M | 0.78% | 0.07% | -7.0% | Q4 2013 | |
| $71.7M | 0.70% | 0.01% | +52.6% | Q4 2013 | |
| $67.5M | 0.66% | 0.05% | -2.2% | Q4 2013 | |
| $66.1M | 0.64% | 0.04% | +7.4% | Q4 2013 | |
| $64.7M | 0.63% | 0.45% | +34.8% | Q3 2017 | |
| $64.6M | 0.63% | 0.09% | -3.2% | Q4 2013 | |
| $64.2M | 0.62% | 0.01% | -1.4% | Q4 2013 | |
| $61.7M | 0.60% | 0.15% | -4.2% | Q4 2013 | |
| $61.2M | 0.59% | 0.02% | +0.7% | Q4 2013 | |
| $59.6M | 0.58% | Not reported | -6.3% | Q4 2015 | |
| $52.1M | 0.51% | Not reported | New | Q2 2026 | |
| $51.8M | 0.50% | 1.07% | -2.1% | Q4 2013 | |
| $50.9M | 0.49% | 0.01% | +0.5% | Q4 2013 | |
| $43M | 0.42% | 0.20% | +3.7% | Q4 2013 | |
| $42.8M | 0.41% | 0.01% | -1.3% | Q4 2013 | |
| $41.1M | 0.40% | 0.07% | -9.1% | Q4 2014 | |
| $37.8M | 0.37% | 0.17% | -1.5% | Q3 2023 | |
| Q1 2026Reported Apr 13, 2026484 positions | |||||
| $916M | 9.18% | 0.02% | -2.9% | Q4 2015 | |
| $688M | 6.89% | 0.11% | -0.3% | Q4 2013 | |
| $683M | 6.85% | 0.02% | +0.1% | Q4 2013 | |
| $535M | 5.36% | 0.02% | +2.1% | Q4 2013 | |
| $390M | 3.90% | 0.30% | -0.4% | Q4 2013 | |
| $372M | 3.73% | 0.01% | +0.8% | Q4 2013 | |
| $356M | 3.57% | 0.37% | +7.6% | Q4 2013 | |
| $343M | 3.43% | 0.01% | +4.4% | Q3 2017 | |
| $341M | 3.42% | 0.19% | -2.4% | Q4 2013 | |
| $315M | 3.15% | 0.23% | 0.0% | Q4 2013 | |
| $264M | 2.64% | 0.14% | -1.6% | Q4 2013 | |
| $238M | 2.39% | 0.05% | -2.2% | Q4 2013 | |
| $218M | 2.19% | 0.26% | -5.6% | Q4 2013 | |
| $202M | 2.02% | 0.16% | -1.0% | Q4 2013 | |
| $198M | 1.98% | 0.38% | +0.1% | Q4 2013 | |
| $189M | 1.90% | 0.26% | -0.7% | Q4 2013 | |
| $181M | 1.82% | 0.03% | +1.7% | Q4 2013 | |
| $167M | 1.67% | Not reported | +4.3% | Q4 2013 | |
| $162M | 1.62% | 0.09% | -2.0% | Q4 2013 | |
| $140M | 1.40% | 0.21% | -2.6% | Q4 2013 | |
| $140M | 1.40% | 0.47% | -5.2% | Q4 2013 | |
| $140M | 1.40% | 0.16% | +5.9% | Q4 2013 | |
| $127M | 1.27% | 0.17% | +9.9% | Q3 2017 | |
| $114M | 1.15% | 0.15% | -2.7% | Q4 2013 | |
| $112M | 1.12% | Not reported | +6.8% | Q4 2013 | |
| $111M | 1.11% | 0.45% | +10.4% | Q4 2017 | |
| $105M | 1.05% | 0.46% | -4.1% | Q4 2013 | |
| $87.4M | 0.88% | 1.65% | -10.7% | Q1 2015 | |
| $85M | 0.85% | 0.06% | +3.6% | Q4 2013 | |
| $82.8M | 0.83% | 0.02% | -1.9% | Q4 2013 | |
| $81.9M | 0.82% | 0.07% | -3.0% | Q4 2013 | |
| $80.3M | 0.80% | 0.01% | +2.0% | Q2 2016 | |
| $76.4M | 0.77% | 0.06% | -1.5% | Q4 2013 | |
| $76.1M | 0.76% | 0.03% | -2.5% | Q4 2013 | |
| $70.6M | 0.71% | 0.04% | +2.1% | Q4 2013 | |
| $68.9M | 0.69% | 0.15% | -1.4% | Q4 2013 | |
| $67.4M | 0.68% | 0.09% | -0.6% | Q4 2013 | |
| $61.5M | 0.62% | 0.07% | -37.9% | Q4 2013 | |
| $61.1M | 0.61% | 0.01% | -2.3% | Q4 2013 | |
| $60.2M | 0.60% | 0.02% | -0.7% | Q4 2013 | |
| $59.8M | 0.60% | 1.08% | -8.1% | Q4 2013 | |
| $56.8M | 0.57% | Not reported | -2.3% | Q4 2015 | |
| $56.7M | 0.57% | 0.04% | -2.6% | Q4 2013 | |
| $56.5M | 0.57% | 0.01% | +0.4% | Q4 2013 | |
| $54.2M | 0.54% | 0.08% | -16.7% | Q4 2014 | |
| $46.2M | 0.46% | 0.33% | +30.8% | Q3 2017 | |
| $40.9M | 0.41% | 0.01% | -2.3% | Q4 2013 | |
| $38.8M | 0.39% | 0.20% | +17.4% | Q4 2013 | |
| $38.7M | 0.39% | 0.17% | -2.0% | Q3 2023 | |
| $38.2M | 0.38% | 0.22% | -0.9% | Q4 2015 | |
| Q4 2025Reported Jan 28, 2026457 positions | |||||
| $995M | 9.01% | 0.02% | -1.3% | Q4 2015 | |
| $885M | 8.02% | 0.02% | -0.6% | Q4 2013 | |
| $720M | 6.52% | 0.11% | -0.2% | Q4 2013 | |
| $538M | 4.87% | 0.02% | -0.2% | Q4 2013 | |
| $514M | 4.66% | 0.34% | +1.7% | Q4 2013 | |
| $409M | 3.71% | 0.30% | -0.4% | Q4 2013 | |
| $391M | 3.54% | 0.23% | -0.6% | Q4 2013 | |
| $366M | 3.32% | 0.01% | -0.8% | Q4 2013 | |
| $337M | 3.05% | 0.14% | -0.6% | Q4 2013 | |
| $328M | 2.97% | 0.01% | -1.4% | Q3 2017 | |
| $320M | 2.90% | 0.19% | -2.7% | Q4 2013 | |
| $236M | 2.14% | 0.05% | +0.9% | Q4 2013 | |
| $232M | 2.10% | 0.28% | -6.5% | Q4 2013 | |
| $222M | 2.01% | 0.38% | -0.5% | Q4 2013 | |
| $210M | 1.90% | 0.15% | +1.5% | Q4 2013 | |
| $192M | 1.74% | 0.16% | -0.4% | Q4 2013 | |
| $190M | 1.72% | 0.03% | +1.9% | Q4 2013 | |
| $178M | 1.62% | 0.09% | -1.4% | Q4 2013 | |
| $175M | 1.58% | 0.49% | -9.9% | Q4 2013 | |
| $171M | 1.55% | Not reported | +14.6% | Q4 2013 | |
| $159M | 1.44% | 0.15% | -1.2% | Q4 2013 | |
| $152M | 1.38% | 0.26% | -1.2% | Q4 2013 | |
| $148M | 1.34% | 0.15% | -3.1% | Q3 2017 | |
| $145M | 1.31% | 0.40% | +3.6% | Q4 2017 | |
| $131M | 1.19% | 0.21% | -6.3% | Q4 2013 | |
| $131M | 1.18% | 0.11% | -14.2% | Q4 2013 | |
| $122M | 1.11% | 1.57% | -9.3% | Q1 2015 | |
| $106M | 0.96% | 0.48% | -6.2% | Q4 2013 | |
| $104M | 0.94% | Not reported | +2.6% | Q4 2013 | |
| $98.1M | 0.89% | 0.06% | +158.2% | Q4 2013 | |
| $95.2M | 0.86% | 0.03% | -2.5% | Q4 2013 | |
| $87M | 0.79% | 0.06% | -3.7% | Q4 2013 | |
| $87M | 0.79% | 0.03% | -0.4% | Q4 2013 | |
| $86.2M | 0.78% | 0.16% | -2.4% | Q4 2013 | |
| $83.7M | 0.76% | 0.08% | -0.3% | Q4 2013 | |
| $77.5M | 0.70% | 0.01% | +0.4% | Q2 2016 | |
| $73.3M | 0.66% | 0.09% | -0.3% | Q4 2013 | |
| $67.1M | 0.61% | 0.09% | -5.2% | Q4 2014 | |
| $63.9M | 0.58% | 1.19% | -14.2% | Q4 2013 | |
| $61.9M | 0.56% | 0.02% | +4.2% | Q4 2013 | |
| $61.7M | 0.56% | Not reported | -0.9% | Q4 2015 | |
| $60M | 0.54% | 0.04% | +2.0% | Q4 2013 | |
| $58.8M | 0.53% | 0.01% | -1.5% | Q4 2013 | |
| $54M | 0.49% | 0.04% | -2.5% | Q4 2013 | |
| $52.6M | 0.48% | 0.22% | +0.4% | Q4 2015 | |
| $50.5M | 0.46% | 0.01% | -2.2% | Q4 2013 | |
| $45.8M | 0.41% | 0.04% | -1.3% | Q4 2013 | |
| $44.4M | 0.40% | 0.18% | -1.5% | Q3 2023 | |
| $43.7M | 0.40% | 0.11% | -44.4% | Q4 2013 | |
| $38.6M | 0.35% | Not reported | -15.9% | Q4 2017 | |
| Q3 2025Reported Oct 24, 2025449 positions | |||||
| $964M | 8.46% | 0.02% | -1.7% | Q4 2013 | |
| $795M | 6.98% | 0.11% | -1.5% | Q4 2013 | |
| $762M | 6.69% | 0.02% | -1.2% | Q4 2015 | |
| $629M | 5.51% | 0.33% | +0.4% | Q4 2013 | |
| $487M | 4.27% | 0.02% | -0.6% | Q4 2013 | |
| $444M | 3.89% | 0.30% | -0.7% | Q4 2013 | |
| $372M | 3.26% | 0.24% | -0.3% | Q4 2013 | |
| $371M | 3.25% | 0.01% | -2.4% | Q4 2013 | |
| $362M | 3.18% | 0.54% | +3.9% | Q4 2013 | |
| $322M | 2.82% | 0.01% | +3.4% | Q3 2017 | |
| $316M | 2.78% | 0.20% | -1.8% | Q4 2013 | |
| $310M | 2.72% | 0.14% | -0.5% | Q4 2013 | |
| $294M | 2.58% | 0.15% | +4.0% | Q4 2013 | |
| $262M | 2.30% | 0.29% | -1.0% | Q4 2013 | |
| $228M | 2.00% | 0.05% | +0.4% | Q4 2013 | |
| $215M | 1.88% | 0.39% | +0.1% | Q4 2013 | |
| $211M | 1.85% | 0.10% | -0.9% | Q4 2013 | |
| $199M | 1.74% | 0.03% | +2.6% | Q4 2013 | |
| $190M | 1.67% | 1.72% | -1.2% | Q1 2015 | |
| $187M | 1.64% | 0.39% | +5.5% | Q4 2017 | |
| $181M | 1.59% | 0.12% | -12.4% | Q4 2013 | |
| $178M | 1.56% | 0.16% | -1.2% | Q4 2013 | |
| $162M | 1.43% | Not reported | +0.4% | Q4 2013 | |
| $159M | 1.40% | 0.16% | -0.5% | Q4 2013 | |
| $153M | 1.34% | 0.26% | 0.0% | Q4 2013 | |
| $139M | 1.22% | 0.16% | +36.6% | Q3 2017 | |
| $134M | 1.17% | 0.22% | -2.3% | Q4 2013 | |
| $106M | 0.93% | 0.50% | -3.0% | Q4 2013 | |
| $104M | 0.91% | Not reported | -0.2% | Q4 2013 | |
| $102M | 0.90% | 0.20% | -1.3% | Q4 2013 | |
| $98.8M | 0.87% | 0.03% | -0.5% | Q4 2013 | |
| $81.2M | 0.71% | 0.16% | -3.5% | Q4 2013 | |
| $80.5M | 0.71% | 0.06% | -1.4% | Q4 2013 | |
| $77.2M | 0.68% | Not reported | +9.2% | Q4 2017 | |
| $77M | 0.68% | 0.03% | -0.1% | Q4 2013 | |
| $76.1M | 0.67% | 1.39% | -38.1% | Q4 2013 | |
| $75M | 0.66% | 0.08% | +2.8% | Q4 2013 | |
| $71.8M | 0.63% | 0.09% | -1.1% | Q4 2013 | |
| $60.9M | 0.53% | 0.02% | -1.4% | Q4 2013 | |
| $59M | 0.52% | 0.22% | -1.7% | Q4 2015 | |
| $55M | 0.48% | 0.01% | +6.2% | Q2 2016 | |
| $52.8M | 0.46% | 0.10% | -8.2% | Q4 2014 | |
| $52.4M | 0.46% | 0.04% | -1.3% | Q4 2013 | |
| $52.1M | 0.46% | 0.02% | -35.8% | Q4 2013 | |
| $51.2M | 0.45% | 0.01% | -1.3% | Q4 2013 | |
| $51.2M | 0.45% | 0.04% | -2.1% | Q4 2013 | |
| $47.1M | 0.41% | Not reported | +0.6% | Q4 2015 | |
| $47.1M | 0.41% | 0.04% | +1.4% | Q4 2013 | |
| $47M | 0.41% | 0.18% | -5.4% | Q3 2023 | |
| $43.8M | 0.38% | 0.01% | -0.8% | Q4 2013 | |
Premium opens every quarter this fund has filed