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Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

AOS holding history

Smith A O Corp 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.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q2 2026)
532,209
Value
$33.4M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AOS by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026532,209$33.4M0.4%−47,571−8.2%ReducedHolders
Q1 2026579,780$38.2M0.5%−6,037−1.0%ReducedHolders
Q4 2025585,817$39.2M0.5%−9,492−1.6%ReducedHolders
Q3 2025595,309$43.7M0.5%−935−0.2%ReducedHolders
Q2 2025596,244$39.1M0.5%+3,263+0.6%AddedHolders
Q1 2025592,981$38.8M0.5%+24,368+4.3%AddedHolders
Q4 2024568,613$38.8M0.5%+2,210+0.4%AddedHolders
Q3 2024566,403$50.9M0.6%+8,381+1.5%AddedHolders
Q2 2024558,022$45.3M0.6%+1,216+0.2%AddedHolders
Q1 2024556,806$49.8M0.7%+6,656+1.2%AddedHolders
Q4 2023550,150$45.4M0.7%+1,913+0.3%AddedHolders
Q3 2023548,237$36.3M0.6%+5,868+1.1%AddedHolders
Q2 2023542,369$39.5M0.6%+4,009+0.7%AddedHolders
Q1 2023538,360$37.2M0.6%+14,589+2.8%AddedHolders
Q4 2022523,771$30.0M0.5%+10,644+2.1%AddedHolders
Q3 2022513,127$24.9M0.5%+58,611+12.9%AddedHolders
Q2 2022454,516$24.9M0.5%+128,402+39.4%AddedHolders
Q1 2022326,114$20.8M0.3%+34,040+11.7%AddedHolders
Q4 2021292,074$25.1M0.4%+15,698+5.7%AddedHolders
Q3 2021276,376$16.9M0.3%+28,754+11.6%AddedHolders
Q2 2021247,622$17.8M0.3%+19,716+8.7%AddedHolders
Q1 2021227,906$15.4M0.3%––Holders

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