Welch & Forbes LLC
Top Portfolio Positions
294 positions ·
$7,086,202,125 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KMX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,747,716 | 426,833 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,255,580 | 446,573 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,713,531 | 818,220 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $57,697,835 | 858,471 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $68,083,612 | 873,763 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $71,159,243 | 870,343 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $68,875,086 | 890,089 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $65,386,130 | 891,548 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $78,466,945 | 900,780 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $68,064,312 | 886,947 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $64,686,545 | 914,556 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $77,292,597 | 923,448 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $60,341,371 | 938,727 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $58,323,790 | 957,855 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $67,277,152 | 1,019,042 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $92,618,042 | 1,023,630 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $99,035,369 | 1,026,486 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $132,445,993 | 1,017,016 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $131,375,508 | 1,026,692 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $132,876,364 | 1,028,853 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $136,829,370 | 1,031,429 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $97,618,931 | 1,033,442 | Shares | Other | 2021-01-20 | |
| 2020-09-30 | $94,227,786 | 1,025,218 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $92,091,429 | 1,028,380 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $55,366,738 | 1,028,548 | Shares | Other | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||