Welch & Forbes LLC
- SEC CIK
- 0000105495
- Latest filing
- Jul 30, 2026
V holding history
Visa 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.
V overviewAll 13F holders of VFull Q2 2026 holdings
- Shares (Q2 2026)
- 705,106
- Value
- $241.9M
- % of portfolio
- 2.9%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 705,106 | $241.9M | 2.9% | −14,445−2.0% | Reduced | Holders |
| Q1 2026 | 719,551 | $217.5M | 2.8% | −6,171−0.9% | Reduced | Holders |
| Q4 2025 | 725,722 | $254.5M | 3.1% | −1,495−0.2% | Reduced | Holders |
| Q3 2025 | 727,217 | $248.3M | 3.0% | −5,136−0.7% | Reduced | Holders |
| Q2 2025 | 732,353 | $260.0M | 3.2% | −5,649−0.8% | Reduced | Holders |
| Q1 2025 | 738,002 | $258.6M | 3.4% | −6,748−0.9% | Reduced | Holders |
| Q4 2024 | 744,750 | $235.4M | 3.0% | −4,556−0.6% | Reduced | Holders |
| Q3 2024 | 749,306 | $206.0M | 2.6% | −2,320−0.3% | Reduced | Holders |
| Q2 2024 | 751,626 | $199.1M | 2.7% | −2,584−0.3% | Reduced | Holders |
| Q1 2024 | 754,210 | $210.5M | 2.9% | −3,462−0.5% | Reduced | Holders |
| Q4 2023 | 757,672 | $197.3M | 3.0% | −4,295−0.6% | Reduced | Holders |
| Q3 2023 | 761,967 | $175.3M | 2.9% | −5,401−0.7% | Reduced | Holders |
| Q2 2023 | 767,368 | $182.2M | 2.9% | −6,310−0.8% | Reduced | Holders |
| Q1 2023 | 773,678 | $174.4M | 3.0% | −1,778−0.2% | Reduced | Holders |
| Q4 2022 | 775,456 | $161.1M | 2.9% | −4,039−0.5% | Reduced | Holders |
| Q3 2022 | 779,495 | $138.5M | 2.7% | −1,299−0.2% | Reduced | Holders |
| Q2 2022 | 780,794 | $153.7M | 2.8% | −910−0.1% | Reduced | Holders |
| Q1 2022 | 781,704 | $173.4M | 2.7% | +6,932+0.9% | Added | Holders |
| Q4 2021 | 774,772 | $167.9M | 2.5% | +4,609+0.6% | Added | Holders |
| Q3 2021 | 770,163 | $171.6M | 2.9% | +2,176+0.3% | Added | Holders |
| Q2 2021 | 767,987 | $179.6M | 3.0% | +7,085+0.9% | Added | Holders |
| Q1 2021 | 760,902 | $161.1M | 3.0% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.