Loring Wolcott & Coolidge Fiduciary Advisors’s Baxter International BAX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BAX Stock Details BAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.1K	Hold	1,225	–	–	﹤0.01%	476
2026 Q1	$21K	Hold	1,225	–	–	﹤0.01%	487
2025 Q4	$24K	Hold	1,225	–	–	﹤0.01%	463
2025 Q3	$28.2K	Hold	1,225	–	–	﹤0.01%	461
2025 Q2	$37.1K	Hold	1,225	–	–	﹤0.01%	408
2025 Q1	$36.3K	Hold	1,225	–	–	﹤0.01%	407
2024 Q4	$41K	Hold	1,225	–	–	﹤0.01%	412
2024 Q3	$45K	Hold	1,225	–	–	﹤0.01%	393
2024 Q2	$43.5K	Hold	1,225	–	–	﹤0.01%	400
2024 Q1	$49.5K	Hold	1,225	–	–	﹤0.01%	397
2023 Q4	$47.4K	Hold	1,225	–	–	﹤0.01%	409
2023 Q3	$42K	Hold	1,225	–	–	﹤0.01%	434
2023 Q2	$55.8K	Hold	1,225	–	–	﹤0.01%	415
2023 Q1	$49.7K	Sell	1,225 -830	-40%	-$35.2K	﹤0.01%	406
2022 Q4	$105K	Hold	2,055	–	–	﹤0.01%	337
2022 Q3	$111K	Hold	2,055	–	–	﹤0.01%	342
2022 Q2	$132K	Sell	2,055 -1,040	-34%	-$75.5K	﹤0.01%	331
2022 Q1	$240K	Sell	3,095 -635	-17%	-$53.2K	﹤0.01%	283
2021 Q4	$320K	Hold	3,730	–	–	﹤0.01%	257
2021 Q3	$300K	Sell	3,730 -1,063	-22%	-$84K	﹤0.01%	257
2021 Q2	$386K	Buy	+4,793	New	+$402K	﹤0.01%	250
2021 Q1	–	Sell	-1,225	Closed	-$98K	–	343
2020 Q4	$98K	Hold	1,225	–	–	﹤0.01%	354
2020 Q3	$99K	Hold	1,225	–	–	﹤0.01%	324
2020 Q2	$105K	Hold	1,225	–	–	﹤0.01%	297
2020 Q1	$99K	Sell	1,225 -50	-4%	-$4.32K	﹤0.01%	294
2019 Q4	$107K	Buy	1,275 +50	+4%	+$4.14K	﹤0.01%	338
2019 Q3	$107K	Hold	1,225	–	–	﹤0.01%	329
2019 Q2	$100K	Sell	1,225 -33	-3%	-$2.56K	﹤0.01%	334
2019 Q1	$102K	Hold	1,258	–	–	﹤0.01%	320
2018 Q4	$83K	Sell	1,258 -242	-16%	-$16.3K	﹤0.01%	343
2018 Q3	$116K	Hold	1,500	–	–	﹤0.01%	334
2018 Q2	$111K	Hold	1,500	–	–	﹤0.01%	340
2018 Q1	$98K	Sell	1,500 -200	-12%	-$13.5K	﹤0.01%	367
2017 Q4	$110K	Sell	1,700 -111	-6%	-$7.13K	﹤0.01%	354
2017 Q3	$114K	Buy	1,811 +111	+7%	+$6.86K	﹤0.01%	341
2017 Q2	$103K	Hold	1,700	–	–	﹤0.01%	350
2017 Q1	$88K	Buy	1,700 +200	+13%	+$9.84K	﹤0.01%	366
2016 Q4	$67K	Hold	1,500	–	–	﹤0.01%	370
2016 Q3	$71K	Sell	1,500 -213	-12%	-$10K	﹤0.01%	367
2016 Q2	$77K	Buy	1,713 +213	+14%	+$9.34K	﹤0.01%	347
2016 Q1	$62K	Hold	1,500	–	–	﹤0.01%	366
2015 Q4	$57K	Sell	1,500 -7,025	-82%	-$257K	﹤0.01%	406
2015 Q3	$596K	Sell	8,525 -7,170	-46%	-$271K	0.02%	188
2015 Q2	$596K	Sell	15,695 -2,393	-13%	-$89.4K	0.02%	188
2015 Q1	$673K	Sell	18,088 -276	-2%	-$10.5K	0.02%	184
2014 Q4	$731K	Buy	18,364 +12,059	+191%	+$470K	0.02%	164
2014 Q3	$246K	Hold	6,305	–	–	0.01%	246
2014 Q2	$248K	Buy	6,305 +2,297	+57%	+$91.9K	0.01%	248
2014 Q1	$160K	Hold	4,008	–	–	﹤0.01%	285
2013 Q4	$151K	Buy	4,008 +1,200	+43%	+$43.5K	﹤0.01%	282
2013 Q3	$100K	Hold	2,808	–	–	﹤0.01%	309
2013 Q2	$106K	Buy	+2,808	New	+$108K	﹤0.01%	316

Other funds holding BAX

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

GHC

Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BAX Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Baxter International (BAX) position steady in Q2 2026 at 1,225 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BAX in Q2 2013 and has held it in 52 quarters since. The position peaked at $731K in Q4 2014. 315 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,225 shares of Baxter International worth $26.1K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Baxter International share count unchanged in Q2 2026.
Baxter International made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #476 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Baxter International in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Baxter International position peaked at $731K in Q4 2014.
315 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.