Welch & Forbes LLC Sells in Q2 2025

Welch & Forbes LLC

  • $7.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
-367
- 1.93%
$126.84 - $145.22 $46.6K - $53.3K
18.7K $2.41M
LANC
Lancaster Colony Corp

Consumer Defensive
-529
- 0.69%
$159.67 - $192.9 $84.5K - $102K
76.4K $13.2M
CHKP
Check Point Software Technologies LTD

Technology
-100
- 0.29%
$204.26 - $233.47 $20.4K - $23.3K
34.2K $7.56M
LNT
Alliant Energy Corp

Utilities
-312
- 0.62%
$58.79 - $64.85 $18.3K - $20.2K
50.3K $3.04M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-50
- 0.53%
$90.21 - $112.66 $4.51K - $5.63K
9.44K $861K
NKE
Nike, Inc.

Consumer Cyclical
-4.68K
- 28.91%
$53.27 - $72.04 $249K - $337K
11.5K $817K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.41K
- 0.81%
$29.0 - $30.68 $157K - $166K
666K $20.4M
SYY
Sysco Corp

Consumer Defensive
-3.26K
- 4.55%
$68.0 - $75.91 $221K - $247K
68.3K $5.18M
VTV
Vanguard Value ETF

ETFs
-1.41K
- 9.04%
$153.67 - $176.74 $216K - $249K
14.2K $2.5M
DOW
Dow Inc.

Basic Materials
-1.5K
- 10.47%
$25.81 - $34.89 $38.7K - $52.3K
12.8K $339K
ITW
Illinois Tool Works Inc

Industrials
-425
- 1.88%
$218.41 - $252.43 $92.8K - $107K
22.2K $5.49M
HSY
Hershey CO

Consumer Defensive
-598
- 14.59%
$151.29 - $173.13 $90.5K - $104K
3.5K $580K
MKC
Mccormick & CO Inc

Consumer Defensive
-836
- 9.52%
$71.11 - $82.25 $59.4K - $68.8K
7.95K $602K
UNP
Union Pacific Corp

Industrials
-27
- 0.15%
$208.27 - $238.46 $5.62K - $6.44K
17.7K $4.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.53K
- 2.53%
$105.23 - $109.61 $160K - $167K
58.7K $6.44M
GM
General Motors CO

Consumer Cyclical
-2.96K
- 14.6%
$42.48 - $50.46 $126K - $150K
17.3K $853K
WAT
Waters Corp

Healthcare
-64
- 1.68%
$307.71 - $366.67 $19.7K - $23.5K
3.74K $1.3M
BP
Bp PLC

Energy
-1.55K
- 12.74%
$26.11 - $33.81 $40.5K - $52.4K
10.6K $317K
TGT
Target Corp

Consumer Defensive
-417
- 5.09%
$88.76 - $105.77 $37K - $44.1K
7.77K $766K
GILD
Gilead Sciences, Inc.

Healthcare
-500
- 1.82%
$96.91 - $113.0 $48.5K - $56.5K
26.9K $2.99M
VUG
Vanguard Growth ETF

ETFs
-372
- 31.45%
$329.49 - $438.4 $123K - $163K
811 $355K
MET
Metlife Inc

Financial Services
-1K
- 22.73%
$68.42 - $82.49 $68.4K - $82.5K
3.4K $273K
OKE
Oneok Inc

Energy
-50
- 1.23%
$78.71 - $100.37 $3.94K - $5.02K
4.02K $328K
DD
Du Pont De Nemours, Inc.

Basic Materials
-91
- 0.81%
$55.13 - $75.25 $5.02K - $6.85K
11.1K $763K
HPQ
Hp Inc

Technology
-1.5K
- 13.04%
$21.88 - $29.32 $32.8K - $44K
10K $244K
DEO
Diageo PLC

Consumer Defensive
-561
- 18.98%
$99.86 - $115.75 $56K - $64.9K
2.39K $241K
NOC
Northrop Grumman Corp

Industrials
-43
- 1.35%
$456.3 - $540.39 $19.6K - $23.2K
3.14K $1.57M
IT
Gartner Inc

Technology
-3
- 0.08%
$377.5 - $449.52 $1.13K - $1.35K
3.71K $1.5M
PLD
Prologis, Inc.

Real Estate
-260
- 5.63%
$89.76 - $112.34 $23.3K - $29.2K
4.36K $457K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-771
- 4.22%
$63.54 - $68.5 $49K - $52.8K
17.5K $1.18M
IEF
Ishares Barclays

ETFs
-597
- 18.88%
$93.15 - $96.56 $55.6K - $57.6K
2.57K $245K
GPC
Genuine Parts CO

Consumer Cyclical
-485
- 13.43%
$105.54 - $129.09 $51.2K - $62.6K
3.13K $379K
VHT
Vanguard Health Care ETF

ETFs
-45
- 1.88%
$236.71 - $261.92 $10.7K - $11.8K
2.35K $584K
MA
Mastercard Inc

Financial Services
-438
- 3.07%
$479.92 - $590.74 $210K - $259K
13.8K $7.77M
AON
Aon PLC

Financial Services
-2
- 0.25%
$335.85 - $398.81 $672 - $798
813 $290K
CRM
Salesforce, Inc.

Technology
-273
- 2.87%
$236.26 - $291.15 $64.5K - $79.5K
9.25K $2.52M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.3K
- 0.12%
$33.62 - $37.89 $43.8K - $49.3K
1.06M $39.9M
SO
Southern CO

Utilities
-287
- 4.52%
$84.91 - $92.56 $24.4K - $26.6K
6.06K $556K
ICE
Intercontinental Exchange, Inc.

Financial Services
-282
- 10.76%
$151.62 - $183.47 $42.8K - $51.7K
2.34K $429K
MORN
Morningstar, Inc.

Financial Services
-135
- 8.95%
$255.31 - $313.93 $34.5K - $42.4K
1.37K $431K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-225
- 4.83%
N/A
4.43K $380K
IEFA
Ishares Tr

ETFs
-1.54K
- 10.71%
$67.83 - $84.09 $104K - $129K
12.8K $1.07M
PRU
Prudential Financial Inc

Financial Services
-25
- 1.16%
$95.12 - $112.71 $2.38K - $2.82K
2.13K $229K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-200
- 1.89%
$50.1 - $51.02 $10K - $10.2K
10.4K $530K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-159
- 0.44%
$59.8 - $60.07 $9.51K - $9.55K
36.4K $2.18M
IBB
Ishares Biotechnology ETF

ETFs
-50
- 2.37%
$112.02 - $129.0 $5.6K - $6.45K
2.06K $260K
NSC
Norfolk Southern Corp

Industrials
-115
- 9.32%
$206.34 - $257.46 $23.7K - $29.6K
1.12K $286K
ES
Eversource Energy

Utilities
-250
- 3.49%
$54.25 - $65.89 $13.6K - $16.5K
6.91K $439K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.26K
- 6.07%
$22.82 - $26.29 $28.8K - $33.2K
19.6K $495K
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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