Welch & Forbes LLC
CIK 105495
13F filing for Q2 2026・No. 650
- Holdings
- US$8.23B
- Quarter change
- +US$493.59M
- Entries
- 388
- Net bought (estimate)
- −US$82.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 10
- Cut 169
- Added 116
- Corporate actions 2
- Unchanged 73
Largest holdings
388 stocks worth US$8.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 3,041,196 | US$608.51M | 7.40% |
| AAPLAppleCOM | Cut | 1,662,845 | US$481.16M | 5.85% |
| GOOGALPHABET INCCAP STK CL C | Cut | 1,153,229 | US$407.47M | 4.95% |
| MSFTMicrosoftCOM | Added | 887,243 | US$330.96M | 4.02% |
| ORLYOREILLY AUTOMOTIVE INCCOM | Cut | 2,809,432 | US$258.72M | 3.14% |
| VVISA INCCOM CL A | Cut | 705,106 | US$241.91M | 2.94% |
| JPMJPMORGAN CHASE & COCOM | Cut | 645,494 | US$211.29M | 2.57% |
| LLYELI LILLY & COCOM | Added | 172,704 | US$207.15M | 2.52% |
| RTXRTX CORPORATIONCOM | Cut | 1,069,878 | US$202.99M | 2.47% |
| JNJJOHNSON & JOHNSONCOM | Added | 657,989 | US$167.11M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.