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Welch & Forbes LLC: MSFT position timeline

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

Welch & Forbes LLC held 887,243 MSFT 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 887,243 shares
    Change vs previous 13F +5,660 shares

    4.02% of the 13F portfolio, value $330,960,019.

    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 881,583 shares
    Change vs previous 13F -5,877 shares

    4.22% of the 13F portfolio, value $326,336,265.

    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 887,460 shares
    Change vs previous 13F -7,328 shares

    5.2% of the 13F portfolio, value $429,194,195.

    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 894,788 shares
    Change vs previous 13F -3,228 shares

    5.58% of the 13F portfolio, value $463,456,472.

    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 898,016 shares
    Change vs previous 13F -6,370 shares

    5.58% of the 13F portfolio, value $446,682,913.

    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 904,386 shares
    Change vs previous 13F -1,256 shares

    4.44% of the 13F portfolio, value $339,498,195.

    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 905,642 shares
    Change vs previous 13F -3,889 shares

    4.91% of the 13F portfolio, value $381,729,154.

    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 909,531 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $391,372,115.

    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).