Welch & Forbes LLC

SEC CIK: 0000105495
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service 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.

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

Shares (Q2 2026): 39,102
Value: $4.20M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Welch & Forbes LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,102	$4.20M	0.1%	−2,149−5.2%	Reduced	Holders
Q1 2026	41,251	$4.06M	0.1%	−599−1.4%	Reduced	Holders
Q4 2025	41,850	$4.15M	0.1%	−1,670−3.8%	Reduced	Holders
Q3 2025	43,520	$3.64M	<0.1%	−7,232−14.2%	Reduced	Holders
Q2 2025	50,752	$5.12M	0.1%	−2,659−5.0%	Reduced	Holders
Q1 2025	53,411	$5.87M	0.1%	−2,438−4.4%	Reduced	Holders
Q4 2024	55,849	$7.04M	0.1%	−5,247−8.6%	Reduced	Holders
Q3 2024	61,096	$8.33M	0.1%	−2,173−3.4%	Reduced	Holders
Q2 2024	63,269	$8.51M	0.1%	−4,670−6.9%	Reduced	Holders
Q1 2024	67,939	$10.1M	0.1%	−1,834−2.6%	Reduced	Holders
Q4 2023	69,773	$11.0M	0.2%	−723−1.0%	Reduced	Holders
Q3 2023	70,496	$11.0M	0.2%	−711−1.0%	Reduced	Holders
Q2 2023	71,207	$12.8M	0.2%	−1,173−1.6%	Reduced	Holders
Q1 2023	72,380	$14.0M	0.2%	−1,419−1.9%	Reduced	Holders
Q4 2022	73,799	$12.8M	0.2%	+1,502+2.1%	Added	Holders
Q3 2022	72,297	$11.7M	0.2%	+666+0.9%	Added	Holders
Q2 2022	71,631	$13.1M	0.2%	+2,977+4.3%	Added	Holders
Q1 2022	68,654	$14.7M	0.2%	+2,867+4.4%	Added	Holders
Q4 2021	65,787	$14.1M	0.2%	−856−1.3%	Reduced	Holders
Q3 2021	66,643	$12.1M	0.2%	−553−0.8%	Reduced	Holders
Q2 2021	67,196	$14.0M	0.2%	−42−0.1%	Reduced	Holders
Q1 2021	67,238	$11.4M	0.2%	–	–	Holders

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