LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

New 13F: Q3 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed its 13F for the quarter ended Sep 30, 2026 on Oct 23, 2026: $5.2B in AI and semiconductor stocks; $85.7M bought and $85.6M sold against its previous quarter, at the quarter's prices.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA declares $4.8B in 79 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 46.4% of its $10.3B 13F portfolio. Largest positions: Alphabet (0.02% of the company) and Microsoft (0.02% of the company). Over time: $4.8B in 79 of these companies for Q2 2026, against $2.0B in 60 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $106.2M and sold $102.0M of these stocks, at the quarter's prices: a net purchase of $4.2M; 2 new positions.

Performance of its AI picks

The AI-stock portfolio LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA declared for Q2 2026 (Form 13F), held unchanged, returned +9.2% in Q3 2026 (SMH -7.1%), ranked 164 of 1,785 active managers. Over the last 12 months, quarter after quarter: +5.4% (SMH +87.2%), ranked 1337 of 1,360 active managers. Over three years, quarter after quarter: +63.9% (SMH +325.8%), ranked 772 of 784 active managers. Over five years, quarter after quarter: +54.0% (SMH +389.8%), ranked 524 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Alphabet (GOOGL): $1.1B, 3.0M shares, 0.02% of the company, 10.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Microsoft (MSFT): $689.2M, 1.8M shares, 0.02% of the company, 6.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  3. Amazon (AMZN): $535.9M, 2.2M shares, 0.02% of the company, 5.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
  4. Apple (AAPL): $418.4M, 1.4M shares, 0.01% of the company, 4.1% of its portfolio (added this quarter); held since Q4 2019 or earlier
  5. NVIDIA (NVDA): $380.6M, 1.9M shares, 0.01% of the company, 3.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Intuit (INTU): $271.5M, 1.0M shares, 0.39% of the company, 2.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. NXP Semiconductors (NXPI): $267.6M, 952,055 shares, 0.38% of the company, 2.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. American Tower (AMT): $185.1M, 1.1M shares, 0.24% of the company, 1.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. ServiceNow (NOW): $173.4M, 1.7M shares, 0.17% of the company, 1.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Synopsys (SNPS): $156.8M, 351,492 shares, 0.18% of the company, 1.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
  11. Meta Platforms (META): $154.5M, 274,239 shares, 0.01% of the company, 1.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
  12. ASML (ASML): $129.2M, 64,926 shares, 0.02% of the company, 1.3% of its portfolio (added this quarter); held since Q2 2021
  13. Qualcomm (QCOM): $105.0M, 568,090 shares, 0.05% of the company, 1.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Analog Devices (ADI): $84.9M, 213,765 shares, 0.04% of the company, 0.82% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Adobe (ADBE): $34.8M, 169,554 shares, 0.04% of the company, 0.34% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

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