Welch & Forbes LLC
Top Portfolio Positions
294 positions ·
$7,085,827,624 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 WSO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,324,960 | 209,805 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $71,001,430 | 210,718 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $86,209,293 | 213,231 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $93,707,347 | 212,190 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $107,890,233 | 212,257 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $101,545,623 | 214,281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $105,706,487 | 214,903 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $100,511,035 | 216,974 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $94,988,907 | 219,897 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $91,559,325 | 213,689 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $80,226,217 | 212,396 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $81,013,928 | 212,373 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $68,357,948 | 214,854 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $53,463,628 | 214,369 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $56,235,443 | 218,424 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $51,504,160 | 215,661 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $64,471,267 | 211,631 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $64,372,556 | 205,742 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $53,092,827 | 200,638 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $57,114,739 | 199,256 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $52,277,767 | 200,490 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $43,728,227 | 193,018 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $44,310,116 | 190,262 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $33,178,900 | 186,713 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $25,573,046 | 161,824 | Shares | Other | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||