WELCH & FORBES LLC

CIK 0000105495 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

WELCH & FORBES LLC reported 388 positions worth $8.23B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: NVDA (7.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.23B
2026 Q2
Positions
388
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.9%
Est. Net Flow (Q)
2026 Q2
10 / 388 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$608.5M7.40%3,041,196
2AAPLAPPLE INCSH$481.2M5.85%1,662,845
3GOOGALPHABET INCSH$407.5M4.95%1,153,229
4MSFTMICROSOFT CORPSH$331.0M4.02%887,243
5ORLYOREILLY AUTOMOTIVE INCSH$258.7M3.14%2,809,432
6VVISA INCSH$241.9M2.94%705,106
7JPMJPMORGAN CHASE & COSH$211.3M2.57%645,494
8LLYELI LILLY & COSH$207.1M2.52%172,704
9RTXRTX CORPORATIONSH$203.0M2.47%1,069,878
10JNJJOHNSON & JOHNSONSH$167.1M2.03%657,989

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WELCH & FORBES LLC hold as of Q2 2026?

WELCH & FORBES LLC reported 388 positions worth $8.23B in its Q2 2026 13F filing. Largest positions: NVDA (7.4%), AAPL (5.8%), GOOG (5.0%), MSFT (4.0%) and ORLY (3.1%).

What did WELCH & FORBES LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WELCH & FORBES LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.