FORBES J M & CO LLP

Position in INTU — Intuit Inc.

CIK 1067532 Boston, MA

Position in INTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$328,860

-$378,081 QoQ

Shares Held

1,260

-22.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,192

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FORBES J M & CO LLP holds $2,709,600 across 3 Software - Application names. INTU ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	9,533	$2,134,915
2	INTU	Intuit Inc. This page	1,260	$328,860
3	PAYX	Paychex Inc	2,500	$245,825

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,860	1,260	-22.9%	Shares	Sole	2026-07-20
2026-03-31	$706,941	1,635	0.0%	Shares	Sole	2026-04-16
2025-12-31	$1,083,056	1,635	0.0%	Shares	Sole	2026-01-21
2025-09-30	$1,116,557	1,635	-13.1%	Shares	Sole	2025-10-28
2025-06-30	$1,482,319	1,882	-8.6%	Shares	Sole	2025-07-18
2025-03-31	$1,264,819	2,060	-13.2%	Shares	Sole	2025-05-06
2024-12-31	$1,492,059	2,374	+28.5%	Shares	Sole	2025-01-28
2024-09-30	$1,147,608	1,848	+1.6%	Shares	Sole	2024-10-24
2024-06-30	$1,195,464	1,819	-6.4%	Shares	Sole	2024-07-30
2024-03-31	$1,262,950	1,943	-1.0%	Shares	Sole	2024-04-11
2023-12-31	$1,226,933	1,963	0.0%	Shares	Sole	2024-02-08
2023-09-30	$1,002,975	1,963	0.0%	Shares	Sole	2023-11-02
2023-06-30	$899,426	1,963	0.0%	Shares	Sole	2023-08-03
2023-03-31	$875,164	1,963	0.0%	Shares	Sole	2023-05-15
2022-12-31	$764,038	1,963	0.0%	Shares	Sole	2023-02-14
2022-09-30	$760,309	1,963	0.0%	Shares	Sole	2022-11-14
2022-06-30	$756,618	1,963	-2.3%	Shares	Sole	2022-07-22
2022-03-31	$966,488	2,010	0.0%	Shares	Sole	2022-05-09
2021-12-31	$1,292,872	2,010	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,084,415	2,010	-8.0%	Shares	Sole	2021-11-05
2021-06-30	$1,071,021	2,185	0.0%	Shares	Sole	2021-08-03
2021-03-31	$836,986	2,185	0.0%	Shares	Sole	2021-05-14
2020-12-31	$829,972	2,185	0.0%	Shares	Sole	2021-02-11
2020-09-30	$712,768	2,185	0.0%	Shares	Sole	2020-11-13
2020-06-30	$647,175	2,185	0.0%	Shares	Sole	2020-08-10
2020-03-31	$502,550	2,185	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.