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Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

DIS holding history

Walt Disney 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
31,601
Value
$3.04M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,601$3.04M<0.1%−2,527−7.4%ReducedHolders
Q1 202634,128$3.29M<0.1%−299−0.9%ReducedHolders
Q4 202534,427$3.92M<0.1%−3,348−8.9%ReducedHolders
Q3 202537,775$4.33M0.1%−1,321−3.4%ReducedHolders
Q2 202539,096$4.85M0.1%−212−0.5%ReducedHolders
Q1 202539,308$3.88M0.1%−1,795−4.4%ReducedHolders
Q4 202441,103$4.58M0.1%−182−0.4%ReducedHolders
Q3 202441,285$3.97M0.1%−3,112−7.0%ReducedHolders
Q2 202444,397$4.33M0.1%−1,903−4.1%ReducedHolders
Q1 202446,300$5.67M0.1%−5,959−11.4%ReducedHolders
Q4 202352,259$4.72M0.1%−2,415−4.4%ReducedHolders
Q3 202354,674$4.43M0.1%−1,616−2.9%ReducedHolders
Q2 202356,290$5.03M0.1%−1,640−2.8%ReducedHolders
Q1 202357,930$5.80M0.1%−3,126−5.1%ReducedHolders
Q4 202261,056$5.30M0.1%−4,658−7.1%ReducedHolders
Q3 202265,714$6.20M0.1%−120−0.2%ReducedHolders
Q2 202265,834$6.21M0.1%−19,087−22.5%ReducedHolders
Q1 202284,921$11.6M0.2%+1,712+2.1%AddedHolders
Q4 202183,209$12.9M0.2%+1,246+1.5%AddedHolders
Q3 202181,963$13.9M0.2%+3,851+4.9%AddedHolders
Q2 202178,112$13.7M0.2%+4,361+5.9%AddedHolders
Q1 202173,751$13.6M0.3%––Holders

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