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Disclosery

Welch & Forbes LLC: WMT position timeline

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

Welch & Forbes LLC held 526,233 WMT 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 526,233 shares
    Change vs previous 13F +3,135 shares

    0.72% of the 13F portfolio, value $59,601,270.

    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 523,098 shares
    Change vs previous 13F -12,131 shares

    0.84% of the 13F portfolio, value $65,010,610.

    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 535,229 shares
    Change vs previous 13F +5,858 shares

    0.72% of the 13F portfolio, value $59,629,949.

    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 529,371 shares
    Change vs previous 13F +2,881 shares

    0.66% of the 13F portfolio, value $54,557,083.

    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 526,490 shares
    Change vs previous 13F +6,127 shares

    0.64% of the 13F portfolio, value $51,480,294.

    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 520,363 shares
    Change vs previous 13F +7,816 shares

    0.6% of the 13F portfolio, value $45,682,742.

    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 512,547 shares
    Change vs previous 13F +3,074 shares

    0.6% of the 13F portfolio, value $46,308,730.

    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 509,473 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $41,140,077.

    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).