Welch & Forbes LLC

SEC CIK: 0000105495
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co 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.

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

Shares (Q2 2026): 81,174
Value: $27.5M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Welch & Forbes LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	81,174	$27.5M	0.3%	−590−0.7%	Reduced	Holders
Q1 2026	81,764	$24.7M	0.3%	−5,482−6.3%	Reduced	Holders
Q4 2025	87,246	$32.3M	0.4%	−513−0.6%	Reduced	Holders
Q3 2025	87,759	$29.2M	0.4%	−1,034−1.2%	Reduced	Holders
Q2 2025	88,793	$28.3M	0.4%	−861−1.0%	Reduced	Holders
Q1 2025	89,654	$24.1M	0.3%	−218−0.2%	Reduced	Holders
Q4 2024	89,872	$26.7M	0.3%	+98+0.1%	Added	Holders
Q3 2024	89,774	$24.3M	0.3%	+390+0.4%	Added	Holders
Q2 2024	89,384	$21.2M	0.3%	+321+0.4%	Added	Holders
Q1 2024	89,063	$20.3M	0.3%	−827−0.9%	Reduced	Holders
Q4 2023	89,890	$16.8M	0.3%	−502−0.6%	Reduced	Holders
Q3 2023	90,392	$13.5M	0.2%	−770−0.8%	Reduced	Holders
Q2 2023	91,162	$15.9M	0.3%	+929+1.0%	Added	Holders
Q1 2023	90,233	$14.9M	0.3%	−398−0.4%	Reduced	Holders
Q4 2022	90,631	$13.4M	0.2%	+243+0.3%	Added	Holders
Q3 2022	90,388	$12.2M	0.2%	−189−0.2%	Reduced	Holders
Q2 2022	90,577	$12.6M	0.2%	+350.0%	Added	Holders
Q1 2022	90,542	$16.9M	0.3%	−72−0.1%	Reduced	Holders
Q4 2021	90,614	$14.8M	0.2%	−998−1.1%	Reduced	Holders
Q3 2021	91,612	$15.3M	0.3%	−538−0.6%	Reduced	Holders
Q2 2021	92,150	$15.2M	0.3%	−751−0.8%	Reduced	Holders
Q1 2021	92,901	$13.1M	0.2%	–	–	Holders

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