Welch & Forbes LLC Reduced Holdings in Q1 2025

Welch & Forbes LLC

  • $7.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-340
- 1.41%
$121.76 - $142.99 $41.4K - $48.6K
23.8K $3.15M
WM
Waste Management Inc

Industrials
-12
- 0.19%
$200.54 - $233.78 $2.41K - $2.81K
6.47K $1.5M
DE
Deere & CO

Industrials
-2
- 0.03%
$408.57 - $509.27 $817 - $1.02K
5.84K $2.74M
CI
Cigna Corp

Healthcare
-610
- 6.4%
$274.49 - $329.0 $167K - $201K
8.91K $2.93M
BMY
Bristol Myers Squibb CO

Healthcare
-2.6K
- 2.46%
$53.9 - $63.11 $140K - $164K
103K $6.29M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.88K
- 0.37%
$112.81 - $126.16 $325K - $364K
784K $95.6M
SBUX
Starbucks Corp

Consumer Cyclical
-3.68K
- 3.22%
$91.75 - $115.81 $337K - $426K
110K $10.8M
CVS
Cvs Health Corp

Healthcare
-7.13K
- 17.75%
$44.22 - $68.64 $315K - $490K
33K $2.24M
AWK
American Water Works Company, Inc.

Utilities
-5.89K
- 10.25%
$121.01 - $149.31 $713K - $880K
51.6K $7.61M
HLN
Haleon PLC

Healthcare
-480
- 0.07%
$9.02 - $10.67 $4.33K - $5.12K
644K $6.63M
NVS
Novartis Ag

Healthcare
-1.78K
- 2.82%
$97.14 - $115.57 $173K - $206K
61.3K $6.83M
DUK
Duke Energy Corp

Utilities
-1.39K
- 2.22%
$105.87 - $121.97 $147K - $169K
61.1K $7.45M
EXPD
Expeditors International Of Washington Inc

Industrials
-1.77K
- 1.67%
$109.09 - $126.48 $193K - $223K
104K $12.5M
PM
Philip Morris International Inc.

Consumer Defensive
-243
- 1.11%
$117.15 - $158.79 $28.5K - $38.6K
21.6K $3.43M
IAU
Ishares Gold Trust

ETFs
-606
- 0.68%
$49.74 - $58.96 $30.1K - $35.7K
88.3K $5.21M
AMGN
Amgen Inc

Healthcare
-500
- 1.95%
$258.59 - $327.36 $129K - $164K
25.1K $7.83M
AFL
Aflac Inc

Financial Services
-14.2K
- 3.98%
$100.99 - $111.19 $1.43M - $1.57M
341K $38M
CHKP
Check Point Software Technologies LTD

Technology
-68
- 0.2%
$179.88 - $231.31 $12.2K - $15.7K
34.3K $7.81M
IBM
International Business Machines Corp

Technology
-1.48K
- 2.4%
$217.4 - $264.74 $321K - $391K
60K $14.9M
OTIS
Otis Worldwide Corp

Industrials
-13.6K
- 4.9%
$90.77 - $104.01 $1.24M - $1.42M
264K $27.2M
EMLP
First Tr Exchange Traded Iv

ETFs
-11.5K
- 1.07%
$35.79 - $38.28 $410K - $439K
1.06M $39.9M
PGR
Progressive Corp

Financial Services
-53
- 0.14%
$235.61 - $291.22 $12.5K - $15.4K
39K $11M
JPM
Jpmorgan Chase & CO

Financial Services
-8.64K
- 1.24%
$225.19 - $279.95 $1.94M - $2.42M
690K $169M
KO
Coca Cola CO

Consumer Defensive
-3.59K
- 1.2%
$60.81 - $72.32 $218K - $260K
296K $21.2M
ADP
Automatic Data Processing Inc

Industrials
-1.43K
- 0.59%
$286.85 - $318.64 $409K - $454K
241K $73.7M
COST
Costco Wholesale Corp

Consumer Defensive
-2.15K
- 1.28%
$890.62 - $1076.86 $1.91M - $2.31M
166K $157M
XOM
Exxon Mobil Corp

Energy
-5.17K
- 1.65%
$105.44 - $118.93 $545K - $615K
308K $36.7M
VZ
Verizon Communications Inc

Communication Services
-7.18K
- 0.98%
$37.81 - $46.49 $271K - $334K
726K $32.9M
CTAS
Cintas Corp

Industrials
-533
- 0.28%
$182.09 - $208.14 $97.1K - $111K
192K $39.6M
PAYX
Paychex Inc

Industrials
-5.92K
- 1.54%
$136.06 - $154.52 $806K - $915K
379K $58.4M
SYK
Stryker Corp

Healthcare
-559
- 0.11%
$355.18 - $399.9 $199K - $224K
517K $192M
WSO
Watsco Inc

Industrials
-2.02K
- 0.94%
$463.86 - $530.75 $939K - $1.07M
212K $108M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.58K
- 1.27%
$442.66 - $534.52 $700K - $846K
123K $65.4M
ABBV
Abb Vie Inc.

Healthcare
-8.92K
- 2.45%
$169.2 - $216.66 $1.51M - $1.93M
355K $74.3M
CB
Chubb LTD

Financial Services
-1.51K
- 0.37%
$257.71 - $301.99 $388K - $455K
404K $122M
ABT
Abbott Laboratories

Healthcare
-1.67K
- 0.26%
$111.1 - $140.22 $185K - $234K
635K $84.2M
ROP
Roper Technologies Inc

Industrials
-619
- 0.31%
$502.71 - $593.81 $311K - $368K
200K $118M
JNJ
Johnson & Johnson

Healthcare
-5.41K
- 0.78%
$142.06 - $167.7 $768K - $907K
687K $114M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.26K
- 0.75%
$275.89 - $345.24 $622K - $779K
298K $103M
RTX
Raytheon Technologies Corp

Industrials
-7.57K
- 0.65%
$114.1 - $135.66 $864K - $1.03M
1.16M $154M
V
Visa Inc.

Financial Services
-6.75K
- 0.91%
$306.92 - $362.71 $2.07M - $2.45M
738K $259M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2.02K
- 1.01%
$1187.71 - $1432.58 $2.4M - $2.9M
198K $284M
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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