Welch & Forbes LLC

CIK

105495

City

Boston

State / Country

Stock

AMP — Ameriprise Financial Inc

Top Portfolio Positions

294 positions · $7,085,827,624 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	3,096,403	$540,012,683	7.62%
AAPL	Apple Inc. Technology	1,679,909	$426,344,105	6.02%
MSFT	Microsoft Corp Technology	881,583	$326,335,579	4.61%
ORLY	O Reilly Automotive Inc Consumer Cyclical	2,832,170	$261,437,612	3.69%
V	Visa Inc. Financial Services	719,551	$217,477,094	3.07%
RTX	RTX Corp Industrials	1,094,594	$211,147,182	2.98%
JPM	Jpmorgan Chase & Co Financial Services	652,907	$192,059,123	2.71%
SYK	Stryker Corp Healthcare	509,055	$167,270,382	2.36%
COST	Costco Wholesale Corp /New Consumer Defensive	161,366	$160,789,923	2.27%
JNJ	Johnson & Johnson Healthcare	657,528	$160,726,144	2.27%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,086,068	173,461	-0.2%	Shares	Sole	2026-05-01
2025-12-31	$85,259,338	173,878	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$85,911,765	174,884	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$93,911,394	175,953	-1.4%	Shares	Sole	2025-08-05
2025-03-31	$86,428,642	178,531	-0.8%	Shares	Sole	2025-05-02
2024-12-31	$95,836,867	179,999	-1.6%	Shares	Sole	2025-02-07
2024-09-30	$85,944,222	182,934	+0.6%	Shares	Sole	2024-11-04
2024-06-30	$77,668,695	181,813	-1.3%	Shares	Sole	2024-08-02
2024-03-31	$80,800,107	184,290	-6.2%	Shares	Sole	2024-05-03
2023-12-31	$74,660,524	196,563	-1.0%	Shares	Sole	2024-02-06
2023-09-30	$65,466,865	198,577	-1.1%	Shares	Sole	2023-11-03
2023-06-30	$66,712,675	200,845	-0.6%	Shares	Sole	2023-07-28
2023-03-31	$61,950,086	202,121	-1.9%	Shares	Sole	2023-04-14
2022-12-31	$64,160,279	206,058	-1.9%	Shares	Sole	2023-02-02
2022-09-30	$52,940,237	210,122	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$49,854,806	209,756	-0.5%	Shares	Sole	2022-07-22
2022-03-31	$63,287,353	210,705	-0.3%	Shares	Sole	2022-04-25
2021-09-30	$55,844,476	211,436	+0.3%	Shares	Sole	2021-10-13
2021-06-30	$52,439,016	210,700	+0.4%	Shares	Sole	2021-07-22
2021-03-31	$48,775,913	209,834	+1.3%	Shares	Sole	2021-04-14
2020-12-31	$40,257,985	207,163	-1.8%	Shares	Sole	2021-01-20
2020-09-30	$32,511,970	210,966	+0.8%	Shares	Sole	2020-10-23
2020-06-30	$31,411,324	209,353	-1.7%	Shares	Sole	2020-07-15
2020-03-31	$21,828,137	212,999	—	Shares	Sole	2020-04-17
No 13F history on record for this holder in this stock.