Welch & Forbes LLC

CIK

105495

City

Boston

State / Country

Stock

FISV — Fiserv Inc

Top Portfolio Positions

294 positions · $7,086,202,125 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

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,256,785	506,394	-9.1%	Shares	Sole	2026-05-01
2025-12-31	$37,439,483	557,384	-36.1%	Shares	Sole	2026-02-10
2025-09-30	$112,475,308	872,375	+0.8%	Shares	Sole	2025-11-04
2025-06-30	$149,275,853	865,819	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$189,802,501	859,496	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$179,693,404	874,761	-2.4%	Shares	Sole	2025-02-07
2024-09-30	$161,073,112	896,594	-0.9%	Shares	Sole	2024-11-04
2024-06-30	$134,865,103	904,892	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$145,316,015	909,248	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$121,224,337	912,559	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$102,662,340	908,838	-0.4%	Shares	Sole	2023-11-03
2023-06-30	$115,107,207	912,463	-0.6%	Shares	Sole	2023-07-28
2023-03-31	$103,805,395	918,388	-0.1%	Shares	Sole	2023-04-14
2022-12-31	$92,904,857	919,213	-0.9%	Shares	Sole	2023-02-02
2022-09-30	$86,808,350	927,737	+0.0%	Shares	Other	2022-10-31
2022-06-30	$82,508,286	927,372	+0.9%	Shares	Sole	2022-07-22
2022-03-31	$93,185,484	918,989	+2.3%	Shares	Sole	2022-04-25
2021-12-31	$93,253,861	898,486	+1.4%	Shares	Other	2022-01-19
2021-09-30	$96,100,945	885,723	+0.9%	Shares	Sole	2021-10-13
2021-06-30	$93,813,931	877,668	+1.7%	Shares	Other	2021-07-22
2021-03-31	$102,713,187	862,846	+1.9%	Shares	Other	2021-04-14
2020-12-31	$96,379,529	846,474	+0.7%	Shares	Sole	2021-01-20
2020-09-30	$86,598,582	840,355	+1.9%	Shares	Sole	2020-10-23
2020-06-30	$80,505,554	824,683	+0.2%	Shares	Sole	2020-07-15
2020-03-31	$78,144,472	822,660	—	Shares	Other	2020-04-17
No 13F history on record for this holder in this stock.