Welch & Forbes LLC Reduced Holdings in Q2 2025

Welch & Forbes LLC

  • $7.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.1K
- 0.41%
$172.42 - $223.89 $1.22M - $1.59M
1.74M $356M
WSO
Watsco Inc

Industrials
-67
- 0.03%
$421.84 - $520.66 $28.3K - $34.9K
212K $93.7M
PEP
Pepsico Inc

Consumer Defensive
-23.5K
- 4.22%
$128.02 - $151.37 $3M - $3.55M
533K $70.3M
CMCSA
Comcast Corp

Communication Services
-314K
- 39.78%
$32.84 - $36.72 $10.3M - $11.5M
475K $16.9M
KMX
Carmax Inc

Consumer Cyclical
-15.3K
- 1.75%
$62.27 - $82.77 $952K - $1.27M
858K $57.7M
PG
Procter & Gamble CO

Consumer Defensive
-5.38K
- 0.68%
$157.66 - $172.39 $848K - $927K
790K $126M
ABBV
Abb Vie Inc.

Healthcare
-4.71K
- 1.33%
$170.16 - $206.27 $802K - $972K
350K $65M
JNJ
Johnson & Johnson

Healthcare
-55
- 0.01%
$146.36 - $159.82 $8.05K - $8.79K
687K $105M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-655
- 0.71%
$390.26 - $489.06 $256K - $320K
91.1K $36.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
-3.3K
- 1.11%
$310.86 - $348.77 $1.02M - $1.15M
295K $94.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.66K
- 1.35%
$483.48 - $539.8 $803K - $896K
121K $58.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.03K
- 0.23%
$91.57 - $110.76 $94.4K - $114K
448K $43.1M
CB
Chubb LTD

Financial Services
-2.99K
- 0.74%
$274.32 - $302.46 $820K - $905K
401K $116M
STZ
Constellation Brands, Inc.

Consumer Defensive
-28.5K
- 84.96%
$160.0 - $195.62 $4.56M - $5.57M
5.04K $820K
ADBE
Adobe Inc.

Technology
-14.6K
- 12.34%
$340.0 - $420.68 $4.96M - $6.14M
104K $40.1M
BDX
Becton Dickinson & CO

Healthcare
-6.43K
- 11.41%
$165.15 - $226.42 $1.06M - $1.45M
49.9K $8.59M
PAYX
Paychex Inc

Industrials
-4.88K
- 1.29%
$137.01 - $159.78 $669K - $780K
374K $54.4M
MRK
Merck & Co., Inc.

Healthcare
-5.95K
- 1.76%
$73.47 - $87.12 $437K - $518K
332K $26.3M
XOM
Exxon Mobil Corp

Energy
-1.4K
- 0.46%
$99.93 - $119.04 $140K - $167K
307K $33.1M
OMC
Omnicom Group Inc.

Communication Services
-8K
- 2.94%
$69.22 - $79.77 $554K - $638K
264K $19M
BALL
Ball Corp

Consumer Cyclical
-76.5K
- 32.26%
$44.94 - $56.99 $3.44M - $4.36M
161K $9.01M
AFL
Aflac Inc

Financial Services
-8.12K
- 2.38%
$99.77 - $112.45 $810K - $913K
333K $35.2M
FTV
Fortive Corp

Technology
-14.4K
- 18.96%
$52.13 - $74.29 $748K - $1.07M
61.3K $3.2M
OTIS
Otis Worldwide Corp

Industrials
-6.63K
- 2.51%
$90.88 - $104.3 $603K - $692K
257K $25.5M
ACN
Accenture PLC

Technology
-242
- 0.2%
$279.23 - $323.21 $67.6K - $78.2K
123K $36.6M
BMY
Bristol Myers Squibb CO

Healthcare
-2.63K
- 2.55%
$44.12 - $59.6 $116K - $156K
101K $4.65M
PFE
Pfizer Inc

Healthcare
-41.2K
- 9.89%
$21.59 - $24.84 $890K - $1.02M
376K $9.11M
MTD
Mettler Toledo International Inc

Healthcare
-699
- 1.15%
$970.15 - $1216.57 $678K - $850K
60.3K $70.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.63K
- 45.6%
$456.74 - $568.03 $1.2M - $1.49M
3.14K $1.78M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.45K
- 6.71%
$248.61 - $294.96 $609K - $723K
34.1K $9.61M
SBUX
Starbucks Corp

Consumer Cyclical
-3.6K
- 3.26%
$79.69 - $99.41 $287K - $358K
107K $9.79M
PGR
Progressive Corp

Financial Services
-1.51K
- 3.87%
$255.27 - $288.74 $385K - $436K
37.5K $10M
EW
Edwards Lifesciences Corp

Healthcare
-27.4K
- 12.87%
$67.07 - $78.22 $1.84M - $2.15M
186K $14.5M
HD
Home Depot, Inc.

Consumer Cyclical
-2.64K
- 0.61%
$335.24 - $380.78 $885K - $1.01M
428K $157M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-40.7K
- 39.54%
$20.12 - $21.0 $818K - $854K
62.2K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
-200
- 5.61%
$274.35 - $599.47 $54.9K - $120K
3.36K $1.05M
UPS
United Parcel Service Inc

Industrials
-2.66K
- 4.98%
$91.92 - $110.2 $244K - $293K
50.8K $5.12M
INTC
Intel Corp

Technology
-29.4K
- 12.77%
$18.13 - $22.69 $534K - $668K
201K $4.5M
EXPD
Expeditors International Of Washington Inc

Industrials
-625
- 0.6%
$102.84 - $122.24 $64.3K - $76.4K
103K $11.8M
WST
West Pharmaceutical Services Inc

Healthcare
-2.99K
- 41.88%
$190.39 - $227.7 $569K - $680K
4.15K $907K
CVS
Cvs Health Corp

Healthcare
-10.3K
- 31.2%
$60.04 - $70.18 $619K - $724K
22.7K $1.57M
GIS
General Mills Inc

Consumer Defensive
-338
- 0.41%
$50.37 - $60.97 $17K - $20.6K
81.3K $4.21M
ICLR
Icon PLC

Healthcare
-540
- 2.8%
$126.62 - $168.7 $68.4K - $91.1K
18.7K $2.73M
RPM
Rpm International Inc

Basic Materials
-951
- 1.4%
$96.97 - $117.58 $92.2K - $112K
66.9K $7.35M
AWK
American Water Works Company, Inc.

Utilities
-463
- 0.9%
$133.82 - $151.96 $62K - $70.4K
51.1K $7.11M
KO
Coca Cola CO

Consumer Defensive
-2.88K
- 0.97%
$68.37 - $73.9 $197K - $213K
293K $20.7M
ADP
Automatic Data Processing Inc

Industrials
-3.71K
- 1.54%
$276.76 - $326.81 $1.03M - $1.21M
237K $73.2M
SHW
Sherwin Williams CO

Basic Materials
-774
- 2.73%
$313.51 - $363.51 $243K - $281K
27.6K $9.47M
CPRT
Copart Inc

Consumer Cyclical
-2.49K
- 7.11%
$47.72 - $63.84 $119K - $159K
32.5K $1.59M
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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