13F Insight
DOSSIER · 13F-HR · Q2 2026

WELCH & FORBES LLC

$8.2B in tracked AUM across 388 positions as of Q2 2026.

W&
CIK 0000105495 · last filed Jun 30, 2026
Total AUM
$8.2B
as of Q2 2026
Holdings
388
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WELCH & FORBES LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$609M3.0M7.4%02
AAPL
APPLE INC
$481M1.7M5.8%03
GOOG
ALPHABET INC
$407M1.2M5.0%04
MSFT
MICROSOFT CORP
$331M887K4.0%05
ORLY
OREILLY AUTOMOTIVE INC
$259M2.8M3.1%06
V
VISA INC
$242M705K2.9%07
JPM
JPMORGAN CHASE & CO
$211M645K2.6%08
LLY
ELI LILLY & CO
$207M173K2.5%09
RTX
RTX CORPORATION
$203M1.1M2.5%10
JNJ
JOHNSON & JOHNSON
$167M658K2.0%

Filing history

2026Q2Jun 30
$8.2B▲ 6.4%
388 positionsView →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 positionsLocked
Showing 12 of 79