13F Insight
DOSSIER · 13F-HR · Q1 2026

WELCH & FORBES LLC

$7.7B in tracked AUM across 368 positions as of Q1 2026.

W&
CIK 0000105495 · last filed Mar 31, 2026
Total AUM
$7.7B
as of Q1 2026
Holdings
368
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WELCH & FORBES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$540M3.1M7.0%02
AAPL
APPLE INC
$426M1.7M5.5%03
GOOG
ALPHABET INC
$336M1.2M4.3%04
MSFT
MICROSOFT CORP
$326M882K4.2%05
ORLY
OREILLY AUTOMOTIVE INC
$261M2.8M3.4%06
V
VISA INC
$217M720K2.8%07
RTX
RTX CORPORATION
$211M1.1M2.7%08
JPM
JPMORGAN CHASE & CO
$192M653K2.5%09
SYK
STRYKER CORPORATION
$167M509K2.2%10
COST
COSTCO WHOLESALE CORPORATION
$161M161K2.1%

Filing history

2026Q1Mar 31
$7.7B▼ 6.3%
368 positionsView →2025Q4Dec 31
$8.3B▼ 0.6%
374 positionsView →2025Q3Sep 30
$8.3B▲ 3.7%
383 positionsView →2025Q2Jun 30
$8.0B▲ 4.8%
372 positionsLocked2025Q1Mar 31
$7.6B▼ 1.7%
370 positionsLocked2024Q4Dec 31
$7.8B▼ 1.0%
379 positionsLocked2024Q3Sep 30
$7.9B▲ 4.9%
373 positionsLocked2024Q2Jun 30
$7.5B▲ 2.9%
366 positionsLocked2024Q1Mar 31
$7.3B▲ 10.0%
378 positionsLocked2023Q4Dec 31
$6.6B▲ 9.5%
366 positionsLocked2023Q3Sep 30
$6.0B▼ 4.6%
367 positionsLocked2023Q2Jun 30
$6.3B▲ 7.4%
375 positionsLocked
Showing 12 of 78