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Welch & Forbes LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on AAPL, newest first. How the timeline and the estimate are built.

Welch & Forbes LLC held 1,662,845 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,662,845 shares
    Change vs previous 13F -17,064 shares

    5.85% of the 13F portfolio, value $481,160,795.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,679,909 shares
    Change vs previous 13F -22,288 shares

    5.51% of the 13F portfolio, value $426,344,238.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,702,197 shares
    Change vs previous 13F -20,093 shares

    5.61% of the 13F portfolio, value $462,759,410.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,722,290 shares
    Change vs previous 13F -13,277 shares

    5.28% of the 13F portfolio, value $438,546,822.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,735,567 shares
    Change vs previous 13F -7,098 shares

    4.45% of the 13F portfolio, value $356,086,399.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,742,665 shares
    Change vs previous 13F -15,513 shares

    5.06% of the 13F portfolio, value $387,098,276.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,758,178 shares
    Change vs previous 13F -14,378 shares

    5.66% of the 13F portfolio, value $440,283,055.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,772,556 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $413,005,528.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).