Welch & Forbes LLC

Position in IT — Gartner Inc

CIK 105495 Boston, MA

Position in IT

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

Position Value

$337,012

-$74,672 QoQ

Shares Held

2,600

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#379

of 647 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Welch & Forbes LLC holds $23,783,821 across 5 Information Technology Services names. IT ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	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 This page	2,600	$337,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,012	2,600	0.0%	Shares	Sole	2026-07-30
2026-03-31	$411,684	2,600	0.0%	Shares	Sole	2026-05-01
2025-12-31	$655,928	2,600	0.0%	Shares	Sole	2026-02-10
2025-09-30	$683,462	2,600	-30.0%	Shares	Sole	2025-11-04
2025-06-30	$1,500,464	3,712	-0.1%	Shares	Sole	2025-08-05
2025-03-31	$1,559,334	3,715	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,799,806	3,715	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$1,881,093	3,712	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,666,910	3,712	-32.9%	Shares	Sole	2024-08-02
2024-03-31	$2,638,368	5,535	-13.3%	Shares	Sole	2024-05-03
2023-12-31	$2,879,886	6,384	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$2,255,456	6,564	-1.5%	Shares	Sole	2023-11-03
2023-06-30	$2,334,465	6,664	+0.2%	Shares	Sole	2023-07-28
2023-03-31	$2,167,022	6,652	0.0%	Shares	Sole	2023-04-14
2022-12-31	$2,236,003	6,652	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$1,872,361	6,767	-0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,636,947	6,769	-2.6%	Shares	Sole	2022-07-22
2022-03-31	$2,067,941	6,952	0.0%	Shares	Sole	2022-04-25
2021-12-31	$2,324,192	6,952	0.0%	Shares	Sole	2022-01-19
2021-09-30	$2,112,573	6,952	-2.4%	Shares	Sole	2021-10-13
2021-06-30	$1,724,948	7,122	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,300,121	7,122	0.0%	Shares	Sole	2021-04-14
2020-12-31	$1,140,873	7,122	0.0%	Shares	Sole	2021-01-20
2020-09-30	$889,893	7,122	0.0%	Shares	Sole	2020-10-23
2020-06-30	$864,112	7,122	0.0%	Shares	Sole	2020-07-15
2020-03-31	$709,137	7,122	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.