Loring Wolcott & Coolidge Fiduciary Advisors LLP Reduced Holdings in Q2 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-22K
- 1.48%
$172.42 - $223.89 $3.8M - $4.93M
1.46M $300M
CHD
Church & Dwight CO Inc

Consumer Defensive
-21.3K
- 1.66%
$91.57 - $110.76 $1.95M - $2.36M
1.26M $121M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.94K
- 3.16%
$483.48 - $539.8 $3.35M - $3.75M
213K $103M
EOG
Eog Resources Inc

Energy
-1.03K
- 0.07%
$104.61 - $129.97 $108K - $134K
1.42M $169M
WEX
Wex Inc.

Technology
-25.6K
- 3.23%
$113.47 - $161.8 $2.91M - $4.15M
768K $113M
ROP
Roper Technologies Inc

Industrials
-6.39K
- 2.87%
$519.19 - $590.78 $3.32M - $3.77M
216K $122M
SBUX
Starbucks Corp

Consumer Cyclical
-6.34K
- 0.74%
$79.69 - $99.41 $505K - $630K
853K $78.2M
MRK
Merck & Co., Inc.

Healthcare
-14.6K
- 3.71%
$73.47 - $87.12 $1.07M - $1.27M
379K $30M
PGR
Progressive Corp

Financial Services
-18.3K
- 90.82%
$255.27 - $288.74 $4.68M - $5.29M
1.85K $493K
XOM
Exxon Mobil Corp

Energy
-4.16K
- 1.08%
$99.93 - $119.04 $415K - $495K
381K $41M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.87K
- 0.85%
$210.83 - $235.28 $604K - $674K
335K $74.2M
PEP
Pepsico Inc

Consumer Defensive
-1.37K
- 0.62%
$128.02 - $151.37 $175K - $207K
219K $29M
JNJ
Johnson & Johnson

Healthcare
-2.74K
- 1.0%
$146.36 - $159.82 $401K - $438K
270K $41.2M
AMAT
Applied Materials Inc

Technology
-27.6K
- 94.43%
$126.95 - $183.52 $3.5M - $5.06M
1.63K $297K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-4.74K
- 17.87%
$50.53 - $212.53 $239K - $1.01M
21.8K $1.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-52.5K
- 48.87%
$57.41 - $74.81 $3.01M - $3.92M
54.9K $4.08M
MA
Mastercard Inc

Financial Services
-40.8K
- 2.82%
$479.92 - $590.74 $19.6M - $24.1M
1.41M $790M
AMGN
Amgen Inc

Healthcare
-2.55K
- 4.08%
$262.28 - $309.85 $668K - $789K
59.9K $16.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-891
- 0.74%
$285.55 - $321.23 $254K - $286K
119K $34.8M
CBT
Cabot Corp

Basic Materials
-500
- 0.17%
$72.47 - $84.35 $36.2K - $42.2K
286K $21.5M
WSO
Watsco Inc

Industrials
-110
- 0.33%
$421.84 - $520.66 $46.4K - $57.3K
33.7K $14.9M
CVX
Chevron Corp

Energy
-293
- 0.4%
$133.73 - $168.51 $39.2K - $49.4K
72.3K $10.4M
UNP
Union Pacific Corp

Industrials
-989
- 0.41%
$208.27 - $238.46 $206K - $236K
242K $55.6M
ABBV
Abb Vie Inc.

Healthcare
-232
- 0.38%
$170.16 - $206.27 $39.5K - $47.9K
60.2K $11.2M
UNH
Unitedhealth Group Inc

Healthcare
-2.08K
- 71.32%
$274.35 - $599.47 $570K - $1.24M
835 $260K
V
Visa Inc.

Financial Services
-10.2K
- 1.79%
$308.27 - $373.31 $3.15M - $3.81M
559K $199M
COP
Conocophillips

Energy
-283
- 0.5%
$82.66 - $106.1 $23.4K - $30K
56.4K $5.06M
TJX
Tjx Companies Inc

Consumer Cyclical
-38.3K
- 1.67%
$119.13 - $135.03 $4.57M - $5.18M
2.26M $279M
BR
Broadridge Financial Solutions, Inc.

Technology
-3.11K
- 1.19%
$217.22 - $246.25 $676K - $766K
258K $62.8M
SEM
Select Medical Holdings Corp

Healthcare
-411
- 0.15%
$14.26 - $18.41 $5.86K - $7.57K
276K $4.18M
FDS
Factset Research Systems Inc

Financial Services
-128
- 0.3%
$398.85 - $473.32 $51.1K - $60.6K
43.1K $19.3M
HSY
Hershey CO

Consumer Defensive
-1.67K
- 9.53%
$151.29 - $173.13 $253K - $289K
15.8K $2.63M
BDX
Becton Dickinson & CO

Healthcare
-306
- 5.86%
$165.15 - $226.42 $50.5K - $69.3K
4.92K $847K
APD
Air Products & Chemicals, Inc.

Basic Materials
-178
- 0.83%
$248.61 - $294.96 $44.3K - $52.5K
21.2K $5.98M
ZTS
Zoetis Inc.

Healthcare
-345
- 1.15%
$144.41 - $170.3 $49.8K - $58.8K
29.6K $4.62M
PAYX
Paychex Inc

Industrials
-310
- 1.03%
$137.01 - $159.78 $42.5K - $49.5K
29.9K $4.34M
BALL
Ball Corp

Consumer Cyclical
-7.28K
- 20.85%
$44.94 - $56.99 $327K - $415K
27.6K $1.55M
CL
Colgate Palmolive CO

Consumer Defensive
-882
- 1.34%
$87.57 - $96.0 $77.2K - $84.7K
65.1K $5.92M
FTV
Fortive Corp

Technology
-50
- 0.42%
$52.13 - $74.29 $2.61K - $3.71K
11.8K $614K
NVO
Novo Nordisk A S

Healthcare
-2.79K
- 2.31%
$58.08 - $81.05 $162K - $226K
118K $8.16M
BMY
Bristol Myers Squibb CO

Healthcare
-355
- 2.51%
$44.12 - $59.6 $15.7K - $21.2K
13.8K $638K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.28K
- 5.87%
$55.13 - $75.25 $70.5K - $96.2K
20.5K $1.41M
TW
Tradeweb Markets Inc.

Financial Services
-1.2K
- 59.7%
$125.37 - $149.02 $150K - $179K
810 $118K
PFE
Pfizer Inc

Healthcare
-2.36K
- 2.34%
$21.59 - $24.84 $51K - $58.7K
98.6K $2.39M
TGT
Target Corp

Consumer Defensive
-1.08K
- 12.51%
$88.76 - $105.77 $95.7K - $114K
7.54K $743K
ITW
Illinois Tool Works Inc

Industrials
-510
- 1.4%
$218.41 - $252.43 $111K - $129K
35.9K $8.89M
TMUS
T Mobile Us, Inc.

Communication Services
-370
- 15.9%
$220.99 - $268.54 $81.8K - $99.4K
1.96K $466K
EW
Edwards Lifesciences Corp

Healthcare
-4.97K
- 11.85%
$67.07 - $78.22 $333K - $388K
36.9K $2.89M
VIG
Vanguard Dividend Appreciation

ETFs
-725
- 4.75%
N/A
14.5K $2.65M
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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