WELCH & FORBES LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$7.78B
Signature - Title
Todd Jundi - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by WELCH & FORBES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WELCH & FORBES LLC reported 379 stock holdings with total value $7.78B as of Q4 2024. Top holdings included NVDA, AAPL, MSFT, ORLY, and V.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 379 $7.78B +$91.5M -$102M -$10.6M NVDA, AAPL, MSFT, ORLY, V 13F-HR 2/6/2025, 08:27 PM
Q3 2024 373 $7.86B +$96.6M -$81.1M +$15.5M NVDA, AAPL, MSFT, ORLY, V 13F-HR 11/4/2024, 12:58 PM
Q2 2024 366 $7.49B +$558M -$90.3M +$468M NVDA, MSFT, AAPL, GOOG, ORLY 13F-HR 8/1/2024, 06:07 PM
Q1 2024 378 $7.28B +$142M -$194M -$52.3M NVDA, MSFT, AAPL, ORLY, V 13F-HR 5/2/2024, 09:20 PM
Q4 2023 366 $6.62B +$69.9M -$104M -$33.8M AAPL, MSFT, NVDA, ORLY, V 13F-HR 2/6/2024, 05:27 PM
Q3 2023 382 $6.05B +$64.8M -$78M -$13.2M AAPL, MSFT, NVDA, ORLY, V 13F-HR 11/2/2023, 09:12 PM
Q2 2023 375 $6.34B +$37.2M -$56M -$18.8M AAPL, MSFT, NVDA, ORLY, V 13F-HR 7/28/2023, 02:09 PM
Q1 2023 365 $5.91B +$71.3M -$74.8M -$3.5M AAPL, MSFT, ORLY, V, DHR 13F-HR 4/14/2023, 02:52 PM
Q4 2022 368 $5.58B +$70.7M -$119M -$48M AAPL, MSFT, ORLY, DHR, V 13F-HR 2/2/2023, 09:03 AM
Q3 2022 370 $5.12B +$189M -$37.4M +$151M AAPL, MSFT, DHR, ORLY, V 13F-HR 10/28/2022, 05:36 PM
Q2 2022 378 $5.46B +$129M -$52.1M +$76.8M AAPL, MSFT, DHR, V, ORLY 13F-HR 7/21/2022, 08:31 PM
Q1 2022 389 $6.35B +$162M -$45.3M +$116M AAPL, MSFT, DHR, V, GOOG 13F-HR 4/22/2022, 08:06 PM
Q4 2021 386 $6.68B +$70.3M -$56.9M +$13.5M AAPL, MSFT, DHR, HD, NVDA 13F-HR 1/18/2022, 05:42 PM
Q3 2021 386 $6.02B +$187M -$48.9M +$138M AAPL, MSFT, DHR, V, GOOG 13F-HR 10/12/2021, 09:49 PM
Q2 2021 388 $5.92B +$119M -$39M +$80M AAPL, MSFT, DHR, V, ANSS 13F-HR 7/21/2021, 08:21 PM
Q1 2021 386 $5.42B +$129M -$46.3M +$83.1M AAPL, MSFT, V, DHR, ANSS 13F-HR 4/14/2021, 01:04 PM
Q4 2020 386 $5.11B +$84.7M -$56.1M +$28.6M AAPL, MSFT, V, ANSS, DHR 13F-HR 1/19/2021, 08:18 PM
Q3 2020 353 $4.63B +$227M -$47.5M +$179M AAPL, MSFT, DHR, V, ANSS 13F-HR 10/23/2020, 05:08 PM
Q2 2020 345 $4.27B +$182M -$81M +$101M MSFT, AAPL, V, ANSS, DHR 13F-HR 7/15/2020, 04:57 PM
Q1 2020 329 $3.58B +$63.7M -$89.2M -$25.5M MSFT, AAPL, V, ANSS, DHR 13F-HR 4/17/2020, 10:55 AM
Q4 2019 351 $4.49B +$65.3M -$57.5M +$7.76M AAPL, MSFT, V, ANSS, SYK 13F-HR 1/16/2020, 05:36 PM
Q3 2019 348 $4.19B +$61.4M -$56.4M +$5.04M V, MSFT, AAPL, SYK, ANSS 13F-HR 10/11/2019, 10:11 AM
Q2 2019 345 $4.11B +$49M -$83.9M -$34.9M V, MSFT, SYK, AAPL, JNJ 13F-HR 7/12/2019, 05:09 PM
Q1 2019 347 $3.99B +$57.8M -$112M -$54.6M V, MSFT, AAPL, SYK, JNJ 13F-HR 4/29/2019, 05:00 PM
Q4 2018 339 $3.55B +$64.9M -$110M -$44.7M V, JNJ, MSFT, AAPL, SYK 13F-HR 2/5/2019, 05:59 AM
Q3 2018 360 $4.2B +$107M -$57.8M +$49.2M AAPL, V, UTX, JNJ, MSFT 13F-HR 10/17/2018, 09:36 AM
Q2 2018 359 $3.87B +$57.2M -$104M -$46.4M V, AAPL, SYK, UTX, JNJ 13F-HR 7/16/2018, 01:26 PM
Q1 2018 356 $3.88B +$342M -$53.9M +$288M AAPL, V, JNJ, UTX, SYK 13F-HR 4/12/2018, 04:09 PM
Q4 2017 338 $3.75B +$77.4M -$84.8M -$7.37M AAPL, JNJ, UTX, V, HD 13F-HR 1/26/2018, 12:13 PM
Q3 2017 332 $3.8B +$136M -$50.2M +$85.5M AAPL, JNJ, UTX, V, PG 13F-HR 11/13/2017, 07:59 AM
Q2 2017 344 $3.58B +$57.4M -$44.5M +$12.9M JNJ, UTX, AAPL, PG, V 13F-HR 7/31/2017, 10:03 AM
Q1 2017 347 $3.49B +$82.4M -$63.3M +$19.1M JNJ, AAPL, UTX, PG, ORLY Restatement 7/31/2017, 09:54 AM
Q4 2016 343 $3.34B +$495M -$52.2M +$443M ORLY, UTX, XOM, JNJ, PG 13F-HR 2/6/2017, 06:11 PM
Q3 2016 302 $2.89B +$108M -$83.3M +$24.6M ORLY, PG, JNJ, XOM, UTX 13F-HR 11/2/2016, 09:35 AM
Q2 2016 337 $3.28B +$61.6M -$29.4M +$32.2M ORLY, JNJ, XOM, PG, UTX 13F-HR 8/2/2016, 01:02 PM
Q1 2016 343 $3.21B +$110M -$57M +$52.8M ORLY, PG, JNJ, XOM, UTX 13F-HR 5/4/2016, 07:20 PM
Q4 2015 329 $3.12B +$135M -$50.6M +$84.4M ORLY, PG, JNJ, UTX, XOM 13F-HR 1/26/2016, 08:12 PM
Q3 2015 327 $3B +$83.2M -$67M +$16.3M ORLY, PG, XOM, UTX, JNJ 13F-HR 11/4/2015, 05:35 PM
Q2 2015 332 $3.21B +$68.5M -$87.6M -$19M UTX, ORLY, PG, XOM, AAPL 13F-HR 8/11/2015, 01:30 PM
Q1 2015 331 $3.33B +$146M -$116M +$30M UTX, PG, XOM, ORLY, KMX 13F-HR 4/29/2015, 06:38 PM
Q4 2014 344 $3.4B +$68.2M -$66.1M +$2.16M PG, UTX, XOM, JNJ, KMX 13F-HR 1/26/2015, 05:30 PM
Q3 2014 349 $3.28B +$209M -$41.8M +$168M PG, XOM, UTX, JNJ, SLB 13F-HR 10/24/2014, 06:13 PM
Q2 2014 330 $3.17B +$145M -$43.2M +$102M XOM, UTX, PG, JNJ, SLB 13F-HR 7/31/2014, 04:21 PM
Q1 2014 335 $3.16B +$108M -$73.8M +$33.9M XOM, UTX, PG, JNJ, ORLY 13F-HR 4/30/2014, 06:59 PM
Q4 2013 320 $3.16B XOM, PG, UTX, JNJ, GEXXXX 13F-HR 1/17/2014, 01:05 PM