Welch & Forbes LLC

Position in IBM — International Business Machines Corp

CIK 105495 Boston, MA

Position in IBM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$19,590,775

+$6,636,242 QoQ

Shares Held

69,666

+30.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#400

of 3,615 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Technology · as of Jun 30, 2026

Welch & Forbes LLC holds $23,783,821 across 5 Information Technology Services names. IBM ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	69,666	$19,590,775
2	ACN	Accenture plc	22,108	$2,751,119
3	JKHY	Jack Henry & Associates Inc	4,164	$573,549
4	BR	Broadridge Financial Solutions, Inc.	3,880	$531,366
5	IT	Gartner Inc	2,600	$337,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,590,775	69,666	+30.4%	Shares	Sole	2026-07-30
2026-03-31	$12,954,533	53,445	-0.9%	Shares	Sole	2026-05-01
2025-12-31	$15,968,977	53,911	-0.9%	Shares	Sole	2026-02-10
2025-09-30	$15,353,172	54,413	-8.0%	Shares	Sole	2025-11-04
2025-06-30	$17,438,890	59,159	-1.4%	Shares	Sole	2025-08-05
2025-03-31	$14,921,589	60,008	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$13,516,467	61,486	-1.3%	Shares	Sole	2025-02-07
2024-09-30	$13,770,631	62,288	-2.1%	Shares	Sole	2024-11-04
2024-06-30	$10,998,755	63,595	-1.7%	Shares	Sole	2024-08-02
2024-03-31	$12,348,046	64,663	-5.4%	Shares	Sole	2024-05-03
2023-12-31	$11,180,441	68,361	-1.7%	Shares	Sole	2024-02-06
2023-09-30	$9,755,760	69,535	-2.9%	Shares	Sole	2023-11-03
2023-06-30	$9,585,077	71,632	-0.6%	Shares	Sole	2023-07-28
2023-03-31	$9,448,180	72,074	-4.4%	Shares	Sole	2023-04-14
2022-12-31	$10,621,697	75,390	-3.5%	Shares	Sole	2023-02-02
2022-09-30	$9,286,664	78,164	+1.2%	Shares	Sole	2022-10-31
2022-06-30	$10,905,656	77,241	+0.4%	Shares	Sole	2022-07-22
2022-03-31	$10,007,639	76,970	+2.1%	Shares	Other	2022-04-25
2021-12-31	$10,075,558	75,382	-0.3%	Shares	Other	2022-01-19
2021-09-30	$10,499,498	75,574	+0.1%	Shares	Other	2021-10-13
2021-06-30	$11,063,439	75,472	-1.1%	Shares	Sole	2021-07-22
2021-03-31	$10,173,332	76,342	-1.6%	Shares	Sole	2021-04-14
2020-12-31	$9,763,884	77,565	-3.3%	Shares	Other	2021-01-20
2020-09-30	$9,761,217	80,227	+1.5%	Shares	Other	2020-10-23
2020-06-30	$9,544,695	79,032	-3.4%	Shares	Sole	2020-07-15
2020-03-31	$9,079,173	81,846	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.