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Welch & Forbes LLC: IBM position timeline

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

Welch & Forbes LLC held 69,666 IBM 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 69,666 shares
    Change vs previous 13F +16,221 shares

    0.24% of the 13F portfolio, value $19,590,857.

    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 53,445 shares
    Change vs previous 13F -466 shares

    0.17% of the 13F portfolio, value $12,954,603.

    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 53,911 shares
    Change vs previous 13F -502 shares

    0.19% of the 13F portfolio, value $15,969,056.

    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 54,413 shares
    Change vs previous 13F -4,746 shares

    0.18% of the 13F portfolio, value $15,353,241.

    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 59,159 shares
    Change vs previous 13F -849 shares

    0.22% of the 13F portfolio, value $17,438,970.

    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 60,008 shares
    Change vs previous 13F -1,478 shares

    0.2% of the 13F portfolio, value $14,921,654.

    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 61,486 shares
    Change vs previous 13F -802 shares

    0.17% of the 13F portfolio, value $13,516,534.

    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 62,288 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,770,692.

    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).