Welch & Forbes LLC Sells in Q3 2025

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-132
- 11.8%
$259.49 - $300.41 $34.3K - $39.7K
987 $296K
EBAY
Ebay Inc

Consumer Cyclical
-825
- 15.35%
$75.33 - $100.77 $62.1K - $83.1K
4.55K $413K
HPE
Hewlett Packard Enterprise CO

Technology
-1.5K
- 12.3%
$19.81 - $25.24 $29.7K - $37.9K
10.7K $262K
TFC
Truist Financial Corp

Financial Services
-1.15K
- 4.69%
$42.83 - $47.07 $49.1K - $53.9K
23.3K $1.07M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-222
- 2.97%
$42.26 - $47.16 $9.38K - $10.5K
7.26K $336K
ES
Eversource Energy

Utilities
-480
- 6.95%
$62.86 - $71.14 $30.2K - $34.1K
6.43K $457K
USB
Us Bancorp \De\

Financial Services
-1.2K
- 4.71%
$43.94 - $50.41 $52.7K - $60.5K
24.3K $1.17M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-852
- 0.58%
$18.93 - $19.47 $16.1K - $16.6K
146K $2.82M
AEP
American Electric Power CO Inc

Utilities
-19
- 0.42%
$103.26 - $115.0 $1.96K - $2.19K
4.46K $501K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-20
- 0.24%
$91.28 - $97.59 $1.83K - $1.95K
8.4K $805K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-800
- 9.3%
$35.24 - $44.04 $28.2K - $35.2K
7.8K $340K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-200
- 2.12%
$90.62 - $107.71 $18.1K - $21.5K
9.24K $910K
GPC
Genuine Parts CO

Consumer Cyclical
-25
- 0.8%
$122.23 - $142.77 $3.06K - $3.57K
3.1K $429K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-466
- 0.79%
$107.66 - $112.36 $50.2K - $52.4K
58.3K $6.5M
EEM
Ishares Msci Emerging Markets

ETFs
-395
- 2.53%
$48.07 - $53.4 $19K - $21.1K
15.2K $813K
IWN
Ishares Russell2000 Val ETF

ETFs
-61
- 1.61%
$157.1 - $178.94 $9.58K - $10.9K
3.73K $658K
UNH
Unitedhealth Group Inc

Healthcare
-134
- 3.99%
$237.77 - $353.61 $31.9K - $47.4K
3.23K $1.11M
DVY
Ishares Tr

ETFs
-225
- 2.05%
$133.88 - $142.57 $30.1K - $32.1K
10.8K $1.53M
UNP
Union Pacific Corp

Industrials
-147
- 0.83%
$214.91 - $237.16 $31.6K - $34.9K
17.6K $4.16M
WFC
Wells Fargo & Company

Financial Services
-1.11K
- 2.43%
$77.05 - $85.16 $85.4K - $94.4K
44.4K $3.72M
AMD
Advanced Micro Devices Inc

Technology
-250
- 4.26%
$134.8 - $184.42 $33.7K - $46.1K
5.62K $908K
ALL
Allstate Corp

Financial Services
-19
- 0.29%
$192.0 - $214.65 $3.65K - $4.08K
6.44K $1.38M
AMAT
Applied Materials Inc

Technology
-200
- 2.87%
$156.25 - $204.95 $31.3K - $41K
6.77K $1.39M
WTS
Watts Water Technologies Inc

Industrials
-200
- 3.65%
$247.02 - $285.86 $49.4K - $57.2K
5.28K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.34K
- 2.02%
$62.09 - $66.51 $83.3K - $89.3K
65.2K $4.25M
MDT
Medtronic PLC

Healthcare
-2.25K
- 4.8%
$87.67 - $95.74 $197K - $215K
44.5K $4.24M
TD
Toronto Dominion Bank

Financial Services
-1.78K
- 3.78%
$72.55 - $79.95 $129K - $142K
45.2K $3.62M
GD
General Dynamics Corp

Industrials
-105
- 2.46%
$293.92 - $341.0 $30.9K - $35.8K
4.16K $1.42M
PFE
Pfizer Inc

Healthcare
-10.2K
- 2.72%
$23.29 - $25.88 $238K - $264K
366K $9.32M
NOC
Northrop Grumman Corp

Industrials
-175
- 5.57%
$498.9 - $609.32 $87.3K - $107K
2.97K $1.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-61
- 0.11%
$49.43 - $54.52 $3.02K - $3.33K
54.1K $2.93M
SYY
Sysco Corp

Consumer Defensive
-2.23K
- 3.27%
$76.33 - $82.51 $170K - $184K
66.1K $5.44M
LANC
Lancaster Colony Corp

Consumer Defensive
-2.08K
- 2.72%
$171.5 - $183.37 $357K - $382K
74.4K $13.5M
BDX
Becton Dickinson & CO

Healthcare
-2.28K
- 4.56%
$172.41 - $199.66 $392K - $454K
47.6K $8.91M
NVS
Novartis Ag

Healthcare
-663
- 1.07%
$113.5 - $129.73 $75.3K - $86K
61.1K $7.84M
LOW
Lowes Companies Inc

Consumer Cyclical
-105
- 0.73%
$215.01 - $273.02 $22.6K - $28.7K
14.3K $3.59M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-233
- 1.64%
$284.45 - $324.95 $66.3K - $75.7K
14K $4.48M
INTC
Intel Corp

Technology
-54.3K
- 27.02%
$19.31 - $35.5 $1.05M - $1.93M
147K $4.92M
EMLP
First Tr Exchange Traded Iv

ETFs
-9.38K
- 0.88%
$36.99 - $38.38 $347K - $360K
1.05M $40.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-356
- 6.77%
$293.94 - $444.72 $105K - $158K
4.9K $2.18M
RPM
Rpm International Inc

Basic Materials
-172
- 0.26%
$110.07 - $128.23 $18.9K - $22.1K
66.7K $7.87M
ICLR
Icon PLC

Healthcare
-5
- 0.03%
$139.63 - $195.01 $698 - $975
18.7K $3.28M
QCOM
Qualcomm Inc

Technology
-2.48K
- 1.73%
$145.84 - $173.55 $362K - $431K
141K $23.4M
VLO
Valero Energy Corp

Energy
-150
- 0.64%
$131.77 - $175.63 $19.8K - $26.3K
23.3K $3.98M
AXP
American Express CO

Financial Services
-1.03K
- 1.16%
$294.27 - $342.31 $304K - $354K
87.8K $29.2M
EXPD
Expeditors International Of Washington Inc

Industrials
-34
- 0.03%
$111.37 - $124.95 $3.79K - $4.25K
103K $12.6M
MRK
Merck & Co., Inc.

Healthcare
-4.86K
- 1.46%
$77.6 - $87.37 $377K - $424K
327K $27.4M
AFL
Aflac Inc

Financial Services
-6.67K
- 2.0%
$98.09 - $111.7 $654K - $745K
327K $36.5M
CAT
Caterpillar Inc

Industrials
-313
- 1.58%
$390.92 - $477.15 $122K - $149K
19.4K $9.28M
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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