Welch & Forbes LLC

SEC CIK: 0000105495
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

OTIS holding history

Otis Worldwide 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.

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

Shares (Q2 2026): 238,066
Value: $17.0M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of OTIS by Welch & Forbes LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	238,066	$17.0M	0.2%	−7,612−3.1%	Reduced	Holders
Q1 2026	245,678	$18.9M	0.2%	−902−0.4%	Reduced	Holders
Q4 2025	246,580	$21.5M	0.3%	−5,358−2.1%	Reduced	Holders
Q3 2025	251,938	$23.0M	0.3%	−5,374−2.1%	Reduced	Holders
Q2 2025	257,312	$25.5M	0.3%	−6,631−2.5%	Reduced	Holders
Q1 2025	263,943	$27.2M	0.4%	−13,607−4.9%	Reduced	Holders
Q4 2024	277,550	$25.7M	0.3%	−9,965−3.5%	Reduced	Holders
Q3 2024	287,515	$29.9M	0.4%	−5,524−1.9%	Reduced	Holders
Q2 2024	293,039	$28.2M	0.4%	−2,853−1.0%	Reduced	Holders
Q1 2024	295,892	$29.4M	0.4%	−6,142−2.0%	Reduced	Holders
Q4 2023	302,034	$27.0M	0.4%	−3,785−1.2%	Reduced	Holders
Q3 2023	305,819	$24.6M	0.4%	+2,143+0.7%	Added	Holders
Q2 2023	303,676	$27.0M	0.4%	−1,824−0.6%	Reduced	Holders
Q1 2023	305,500	$25.8M	0.4%	−4,717−1.5%	Reduced	Holders
Q4 2022	310,217	$24.3M	0.4%	−3,455−1.1%	Reduced	Holders
Q3 2022	313,672	$20.0M	0.4%	−1,302−0.4%	Reduced	Holders
Q2 2022	314,974	$22.3M	0.4%	−1,910−0.6%	Reduced	Holders
Q1 2022	316,884	$24.4M	0.4%	−3,684−1.1%	Reduced	Holders
Q4 2021	320,568	$27.9M	0.4%	−18,227−5.4%	Reduced	Holders
Q3 2021	338,795	$27.9M	0.5%	−6,724−1.9%	Reduced	Holders
Q2 2021	345,519	$28.3M	0.5%	−6,093−1.7%	Reduced	Holders
Q1 2021	351,612	$24.1M	0.4%	–	–	Holders

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