Welch & Forbes LLC Incresed Positions in Q1 2025

Welch & Forbes LLC

  • $7.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
48
+ 0.66%
$26.72 - $32.74 $1.28K - $1.57K
7.34K $226K
Ge Vernova Inc
80
+ 0.69%
N/A
11.6K $0
CDNS
Cadence Design Systems Inc

Technology
123
+ 18.14%
$233.96 - $324.52 $28.8K - $39.9K
801 $203K
Solventum Corp
408
+ 11.42%
N/A
3.98K $0
Blackrock Inc
64
+ 3.49%
N/A
1.9K $0
Ge Healthcare Technologies I
515
+ 5.71%
N/A
9.54K $0
Kenvue Inc
206
+ 0.85%
N/A
24.6K $0
Linde PLC
2.18K
+ 2.17%
N/A
102K $0
MTB
M&T Bank Corp

Financial Services
2
+ 0.1%
$170.47 - $201.98 $341 - $404
2.05K $365K
AOS
Smith A O Corp

Industrials
24.4K
+ 4.29%
$65.16 - $72.69 $1.59M - $1.77M
593K $38.8M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 0.92%
$524.81 - $672.19 $6.82K - $8.74K
1.43K $781K
CEG
Constellation Energy Corp

Utilities
12
+ 0.8%
$201.63 - $347.44 $2.42K - $4.17K
1.52K $305K
ABNB
Airbnb, Inc.

Consumer Cyclical
75
+ 2.18%
$119.38 - $161.42 $8.95K - $12.1K
3.52K $419K
CSX
Csx Corp

Industrials
66
+ 0.29%
$29.11 - $33.67 $1.92K - $2.22K
23.1K $679K
MCO
Moodys Corp

Financial Services
606
+ 1.26%
$437.8 - $527.48 $265K - $320K
48.9K $22.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
34
+ 0.39%
$168.84 - $202.89 $5.74K - $6.9K
8.85K $1.55M
BX
Blackstone Inc.

Financial Services
1.9K
+ 14.61%
$136.53 - $186.74 $259K - $354K
14.9K $2.08M
ETN
Eaton Corp PLC

Industrials
192
+ 5.38%
$271.83 - $371.23 $52.2K - $71.3K
3.76K $1.02M
PANW
Palo Alto Networks Inc

Technology
50
+ 0.27%
$167.82 - $208.28 $8.39K - $10.4K
18.8K $3.21M
MDB
Mongo Db, Inc.

Technology
6.63K
+ 27.26%
$175.4 - $298.52 $1.16M - $1.98M
30.9K $5.43M
TGT
Target Corp

Consumer Defensive
10
+ 0.12%
$103.65 - $142.5 $1.04K - $1.43K
8.19K $854K
LMT
Lockheed Martin Corp

Industrials
9
+ 0.12%
$423.19 - $506.29 $3.81K - $4.56K
7.34K $3.28M
NVO
Novo Nordisk A S

Healthcare
370
+ 1.75%
$69.3 - $90.95 $25.6K - $33.7K
21.5K $1.5M
CRM
Salesforce, Inc.

Technology
131
+ 1.39%
$268.36 - $359.95 $35.2K - $47.2K
9.53K $2.56M
WMT
Walmart Inc.

Consumer Defensive
7.82K
+ 1.52%
$84.5 - $105.05 $660K - $821K
520K $45.7M
TSLA
Tesla, Inc.

Consumer Cyclical
218
+ 4.41%
$222.15 - $428.22 $48.4K - $93.4K
5.16K $1.34M
RMD
Resmed Inc

Healthcare
2.12K
+ 0.65%
$219.7 - $257.65 $466K - $547K
330K $73.8M
EQIX
Equinix Inc

Real Estate
1.14K
+ 6.31%
$803.0 - $959.97 $911K - $1.09M
19.1K $15.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
738
+ 0.81%
$497.6 - $606.74 $367K - $448K
91.8K $45.7M
CGNX
Cognex Corp

Technology
5.08K
+ 1.56%
$29.83 - $41.02 $151K - $208K
330K $9.85M
ORCL
Oracle Corp

Technology
419
+ 0.37%
$139.81 - $186.47 $58.6K - $78.1K
114K $16M
KMX
Carmax Inc

Consumer Cyclical
3.42K
+ 0.39%
$69.25 - $89.19 $237K - $305K
874K $68.1M
AVGO
Broadcom Inc.

Technology
32.7K
+ 23.1%
$167.43 - $244.7 $5.47M - $8M
174K $29.2M
ACN
Accenture PLC

Technology
1.33K
+ 1.1%
$300.91 - $398.25 $401K - $531K
123K $38.3M
ADBE
Adobe Inc.

Technology
1.34K
+ 1.15%
$377.84 - $464.11 $508K - $624K
118K $45.4M
HD
Home Depot, Inc.

Consumer Cyclical
320
+ 0.07%
$347.25 - $424.87 $111K - $136K
431K $158M
AMZN
Amazon Com Inc

Consumer Cyclical
11.3K
+ 2.16%
$190.26 - $242.06 $2.14M - $2.72M
533K $101M
DHR
Danaher Corp

Healthcare
5.75K
+ 0.84%
$201.62 - $250.59 $1.16M - $1.44M
691K $142M
GOOG
Alphabet Inc.

Communication Services
8.62K
+ 0.72%
$156.06 - $207.71 $1.34M - $1.79M
1.21M $189M
Activity Summary
Buys All Purchases 100 New Holdings 10 Increased Positions 90 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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