Welch & Forbes LLC Reduced Holdings in Q3 2025

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMX
Carmax Inc

Consumer Cyclical
-40.3K
- 4.69%
$44.86 - $71.57 $1.81M - $2.88M
818K $36.7M
ROP
Roper Technologies Inc

Industrials
-795
- 0.4%
$495.03 - $573.0 $394K - $456K
200K $99.6M
DHR
Danaher Corp

Healthcare
-72.8K
- 10.48%
$181.46 - $212.2 $13.2M - $15.4M
622K $123M
SYK
Stryker Corp

Healthcare
-767
- 0.15%
$368.57 - $403.53 $283K - $310K
514K $190M
V
Visa Inc.

Financial Services
-5.14K
- 0.7%
$332.09 - $358.86 $1.71M - $1.84M
727K $248M
COST
Costco Wholesale Corp

Consumer Defensive
-1.07K
- 0.65%
$915.95 - $994.57 $975K - $1.06M
162K $150M
ACN
Accenture PLC

Technology
-10.9K
- 8.92%
$232.56 - $304.78 $2.54M - $3.33M
112K $27.5M
PEP
Pepsico Inc

Consumer Defensive
-92K
- 17.26%
$133.81 - $152.16 $12.3M - $14M
441K $61.9M
AMP
Ameriprise Financial Inc

Financial Services
-1.07K
- 0.61%
$486.13 - $544.55 $520K - $582K
175K $85.9M
PAYX
Paychex Inc

Industrials
-2.28K
- 0.61%
$126.69 - $147.99 $289K - $338K
372K $47.1M
ADP
Automatic Data Processing Inc

Industrials
-8.88K
- 3.74%
$288.69 - $310.94 $2.56M - $2.76M
229K $67.1M
CMCSA
Comcast Corp

Communication Services
-98.8K
- 20.81%
$31.41 - $36.33 $3.1M - $3.59M
376K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
-2.36K
- 0.3%
$150.47 - $161.22 $356K - $381K
788K $121M
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.8K
- 1.07%
$85.84 - $99.09 $412K - $475K
444K $38.9M
CB
Chubb LTD

Financial Services
-2.93K
- 0.73%
$265.99 - $289.59 $779K - $848K
398K $112M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.82K
- 0.62%
$284.17 - $319.49 $517K - $582K
293K $90.7M
CTAS
Cintas Corp

Industrials
-873
- 0.45%
$199.29 - $226.27 $174K - $198K
192K $39.5M
BALL
Ball Corp

Consumer Cyclical
-46.6K
- 28.99%
$48.47 - $59.71 $2.26M - $2.78M
114K $5.75M
DOV
Dover Corp

Industrials
-2.75K
- 1.74%
$165.59 - $190.9 $456K - $526K
156K $26M
OTIS
Otis Worldwide Corp

Industrials
-5.37K
- 2.09%
$84.93 - $101.07 $456K - $543K
252K $23M
IBM
International Business Machines Corp

Technology
-4.75K
- 8.02%
$234.77 - $292.47 $1.11M - $1.39M
54.4K $15.4M
CARR
Carrier Global Corp

Industrials
-731
- 0.51%
$58.75 - $80.73 $42.9K - $59K
143K $8.54M
ABT
Abbott Laboratories

Healthcare
-2.27K
- 0.36%
$120.51 - $136.62 $274K - $310K
632K $84.6M
KO
Coca Cola CO

Consumer Defensive
-4.34K
- 1.48%
$65.67 - $71.67 $285K - $311K
289K $19.2M
SBUX
Starbucks Corp

Consumer Cyclical
-8.72K
- 8.16%
$81.9 - $96.86 $714K - $845K
98.1K $8.3M
UPS
United Parcel Service Inc

Industrials
-7.23K
- 14.25%
$82.58 - $105.54 $597K - $763K
43.5K $3.64M
IRM
Iron Mountain Inc

Real Estate
-9.95K
- 1.49%
$89.46 - $104.46 $890K - $1.04M
659K $67.2M
BSX
Boston Scientific Corp

Healthcare
-1.5K
- 1.32%
$97.03 - $108.14 $146K - $162K
112K $10.9M
CSCO
Cisco Systems, Inc.

Technology
-5.27K
- 0.81%
$66.2 - $71.79 $349K - $379K
647K $44.3M
PGR
Progressive Corp

Financial Services
-960
- 2.56%
$238.61 - $264.3 $229K - $254K
36.5K $9.02M
ISRG
Intuitive Surgical Inc

Healthcare
-50
- 0.53%
$433.66 - $544.47 $21.7K - $27.2K
9.38K $4.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-40.5K
- 65.18%
$20.84 - $21.03 $845K - $853K
21.7K $453K
IT
Gartner Inc

Technology
-1.11K
- 29.96%
$225.98 - $406.7 $251K - $452K
2.6K $683K
BR
Broadridge Financial Solutions, Inc.

Technology
-2.93K
- 42.44%
$233.75 - $266.89 $685K - $782K
3.98K $946K
CL
Colgate Palmolive CO

Consumer Defensive
-1.3K
- 2.46%
$79.36 - $93.33 $103K - $121K
51.4K $4.11M
VZ
Verizon Communications Inc

Communication Services
-24.9K
- 3.42%
$40.84 - $45.06 $1.02M - $1.12M
702K $30.9M
CHKP
Check Point Software Technologies LTD

Technology
-291
- 0.85%
$180.73 - $231.23 $52.6K - $67.3K
33.9K $7.01M
DIS
Walt Disney CO

Communication Services
-1.32K
- 3.38%
$112.25 - $124.0 $148K - $164K
37.8K $4.33M
INTU
Intuit Inc

Technology
-13
- 0.27%
$646.03 - $807.39 $8.4K - $10.5K
4.85K $3.31M
PM
Philip Morris International Inc.

Consumer Defensive
-515
- 2.37%
$157.77 - $183.27 $81.3K - $94.4K
21.2K $3.44M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.24K
- 44.34%
$131.78 - $176.09 $295K - $394K
2.81K $377K
CI
Cigna Corp

Healthcare
-170
- 1.91%
$262.23 - $334.39 $44.6K - $56.8K
8.74K $2.52M
CRM
Salesforce, Inc.

Technology
-281
- 3.04%
$231.66 - $273.65 $65.1K - $76.9K
8.97K $2.13M
NVO
Novo Nordisk A S

Healthcare
-1.5K
- 6.51%
$45.38 - $71.7 $68.1K - $108K
21.5K $1.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
-150
- 0.44%
$265.78 - $299.3 $39.9K - $44.9K
33.9K $9.25M
EW
Edwards Lifesciences Corp

Healthcare
-3.19K
- 1.71%
$73.75 - $81.83 $235K - $261K
183K $14.2M
FTV
Fortive Corp

Technology
-1.96K
- 3.2%
$46.55 - $53.34 $91.4K - $105K
59.4K $2.91M
CVS
Cvs Health Corp

Healthcare
-5.7K
- 25.09%
$58.75 - $76.5 $335K - $436K
17K $1.28M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-700
- 1.63%
$58.33 - $68.56 $40.8K - $48K
42.3K $2.47M
Activity Summary
Buys All Purchases 83 New Holdings 16 Increased Positions 67 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Welch & Forbes LLC Portfolio

Follow Welch & Forbes LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email