Welch & Forbes LLC Sells in Q3 2025

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
-109
- 0.99%
$207.7 - $240.4 $22.6K - $26.2K
10.9K $2.3M
AMT
American Tower Corp

Real Estate
-182
- 2.22%
$192.32 - $232.35 $35K - $42.3K
8.01K $1.54M
EMR
Emerson Electric CO

Industrials
-94
- 0.08%
$128.6 - $149.63 $12.1K - $14.1K
117K $15.4M
BMY
Bristol Myers Squibb CO

Healthcare
-3.03K
- 3.01%
$43.31 - $48.98 $131K - $148K
97.5K $4.4M
XOM
Exxon Mobil Corp

Energy
-15.7K
- 5.1%
$105.83 - $117.22 $1.66M - $1.84M
291K $32.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.87K
- 7.63%
$52.39 - $53.11 $255K - $259K
58.9K $3.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-475
- 6.41%
$196.15 - $217.83 $93.2K - $103K
6.94K $1.4M
FTSL
First Trust Senior Ln Fund

ETFs
-3.97K
- 0.58%
$45.81 - $46.18 $182K - $183K
678K $31.1M
TGT
Target Corp

Consumer Defensive
-1.55K
- 19.99%
$86.56 - $107.43 $134K - $167K
6.22K $557K
T
At&T Inc.

Communication Services
-3.9K
- 2.83%
$26.94 - $29.62 $105K - $116K
134K $3.78M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.2K
- 25.45%
$118.3 - $142.16 $142K - $171K
3.52K $426K
GS
Goldman Sachs Group Inc

Financial Services
-400
- 21.99%
$696.56 - $806.32 $279K - $323K
1.42K $1.13M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.75K
- 26.44%
$50.82 - $51.09 $140K - $140K
7.65K $390K
GIS
General Mills Inc

Consumer Defensive
-323
- 0.4%
$48.44 - $53.83 $15.6K - $17.4K
81K $4.08M
SLB
Schlumberger Limited

Energy
-3.95K
- 33.25%
$32.37 - $37.31 $128K - $147K
7.93K $272K
MKC
Mccormick & CO Inc

Consumer Defensive
-725
- 9.12%
$64.3 - $77.17 $46.6K - $55.9K
7.22K $483K
WST
West Pharmaceutical Services Inc

Healthcare
-1.14K
- 27.47%
$210.08 - $279.1 $239K - $318K
3.01K $788K
NKE
Nike, Inc.

Consumer Cyclical
-1.4K
- 12.15%
$69.24 - $79.24 $96.8K - $111K
10.1K $704K
KMB
Kimberly Clark Corp

Consumer Defensive
-209
- 1.12%
$121.72 - $136.77 $25.4K - $28.6K
18.5K $2.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-150
- 0.86%
$60.9 - $70.75 $9.14K - $10.6K
17.4K $1.08M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.7K
- 13.93%
$69.62 - $73.99 $118K - $126K
10.5K $757K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.5K
- 35.09%
$72.65 - $78.68 $109K - $118K
2.78K $217K
SHW
Sherwin Williams CO

Basic Materials
-501
- 1.82%
$330.88 - $375.23 $166K - $188K
27.1K $9.38M
ETN
Eaton Corp PLC

Industrials
-400
- 10.65%
$342.99 - $392.76 $137K - $157K
3.36K $1.26M
COF
Capital One Financial Corp

Financial Services
-370
- 5.31%
$207.29 - $229.74 $76.7K - $85K
6.6K $1.4M
TYL
Tyler Technologies Inc

Technology
-11
- 1.09%
$522.22 - $611.76 $5.74K - $6.73K
1K $523K
AON
Aon PLC

Financial Services
-200
- 24.6%
$350.91 - $375.27 $70.2K - $75.1K
613 $218K
PPG
Ppg Industries Inc

Basic Materials
-379
- 10.36%
$103.65 - $119.07 $39.3K - $45.1K
3.28K $344K
ZTS
Zoetis Inc.

Healthcare
-275
- 12.52%
$141.13 - $159.19 $38.8K - $43.8K
1.92K $281K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-478
- 13.03%
$65.64 - $78.22 $31.4K - $37.4K
3.19K $213K
WMB
Williams Companies, Inc.

Energy
-934
- 12.44%
$56.52 - $64.01 $52.8K - $59.8K
6.58K $416K
DOW
Dow Inc.

Basic Materials
-213
- 1.66%
$20.87 - $30.37 $4.45K - $6.47K
12.6K $289K
KMI
Kinder Morgan, Inc.

Energy
-1.14K
- 9.69%
$26.23 - $28.5 $30K - $32.6K
10.7K $301K
OKE
Oneok Inc

Energy
-131
- 3.26%
$71.36 - $83.47 $9.35K - $10.9K
3.89K $283K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-700
- 5.07%
$72.57 - $74.72 $50.8K - $52.3K
13.1K $975K
TDG
Trans Digm Group Inc

Industrials
-4
- 2.25%
$1271.04 - $1620.83 $5.08K - $6.48K
174 $229K
PFF
Ishares Trust Ishares Pfd And

ETFs
-20.8K
- 3.13%
$30.67 - $32.13 $639K - $669K
645K $20.4M
CCI
Crown Castle International Corp

Real Estate
-167
- 6.71%
$92.96 - $113.91 $15.5K - $19K
2.32K $223K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.54K
- 5.39%
$87.29 - $93.61 $134K - $144K
27K $2.52M
EPD
Enterprise Products Partners L.P.

Energy
-830
- 2.77%
$30.74 - $32.14 $25.5K - $26.7K
29.1K $910K
TXN
Texas Instruments Inc

Technology
-77
- 0.28%
N/A
27.8K $5.4M
BA
Boeing CO

Industrials
-70
- 4.55%
$209.79 - $237.38 $14.7K - $16.6K
1.47K $317K
MET
Metlife Inc

Financial Services
-122
- 3.59%
$73.82 - $82.37 $9.01K - $10K
3.28K $270K
AMGN
Amgen Inc

Healthcare
-278
- 1.09%
$271.18 - $309.22 $75.4K - $86K
25.2K $7.1M
Veralto Corp
-262
- 1.79%
N/A
14.4K $0
Gsk PLC
-768
- 0.15%
N/A
519K $0
Ge Vernova Inc
-48
- 0.42%
N/A
11.3K $0
Ge Healthcare Technologies I
-65
- 0.61%
N/A
10.6K $0
VHT
Vanguard Health Care ETF

ETFs
-80
- 3.4%
$239.12 - $259.95 $19.1K - $20.8K
2.27K $589K
Activity Summary
Buys All Purchases 83 New Holdings 16 Increased Positions 67 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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