Welch & Forbes LLC

SEC CIK: 0000105495
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AMP holding history

Ameriprise Financial Inc in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overview All 13F holders of AMP Full Q2 2026 holdings

Shares (Q2 2026): 171,132
Value: $78.5M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of AMP by Welch & Forbes LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	171,132	$78.5M	1.0%	−2,329−1.3%	Reduced	Holders
Q1 2026	173,461	$77.1M	1.0%	−417−0.2%	Reduced	Holders
Q4 2025	173,878	$85.3M	1.0%	−1,006−0.6%	Reduced	Holders
Q3 2025	174,884	$85.9M	1.0%	−1,069−0.6%	Reduced	Holders
Q2 2025	175,953	$93.9M	1.2%	−2,578−1.4%	Reduced	Holders
Q1 2025	178,531	$86.4M	1.1%	−1,468−0.8%	Reduced	Holders
Q4 2024	179,999	$95.8M	1.2%	−2,935−1.6%	Reduced	Holders
Q3 2024	182,934	$85.9M	1.1%	+1,121+0.6%	Added	Holders
Q2 2024	181,813	$78.4M	1.0%	−2,477−1.3%	Reduced	Holders
Q1 2024	184,290	$80.8M	1.1%	−12,273−6.2%	Reduced	Holders
Q4 2023	196,563	$74.7M	1.1%	−2,014−1.0%	Reduced	Holders
Q3 2023	198,577	$65.5M	1.1%	−2,268−1.1%	Reduced	Holders
Q2 2023	200,845	$66.7M	1.1%	−1,276−0.6%	Reduced	Holders
Q1 2023	202,121	$62.0M	1.0%	−3,937−1.9%	Reduced	Holders
Q4 2022	206,058	$64.2M	1.1%	−4,064−1.9%	Reduced	Holders
Q3 2022	210,122	$52.9M	1.0%	+366+0.2%	Added	Holders
Q2 2022	209,756	$49.9M	0.9%	−949−0.5%	Reduced	Holders
Q1 2022	210,705	$63.3M	1.0%	−151−0.1%	Reduced	Holders
Q4 2021	210,856	$63.6M	1.0%	−580−0.3%	Reduced	Holders
Q3 2021	211,436	$55.8M	0.9%	+736+0.3%	Added	Holders
Q2 2021	210,700	$52.4M	0.9%	+866+0.4%	Added	Holders
Q1 2021	209,834	$48.8M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.