SEC 13F Intelligence

Welch & Forbes LLC / V

Welch & Forbes LLC’s Visa Inc Position

Does Welch & Forbes LLC own Visa Inc (V)? Yes — 719.6K shares worth $217M (+2.81% of its 13F portfolio) as of Q1 2026, down from 725.7K shares the prior filed quarter.

Position Value
$217M
Q1 2026
Shares
719.6K
% of Portfolio
+2.81%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $108MQ4 ’18Q1 ’19: $124MQ2 ’19: $135MQ3 ’19: $132MQ4 ’19: $143MQ4 ’19Q1 ’20: $122MQ2 ’20: $145MQ3 ’20: $150MQ4 ’20: $163MQ4 ’20Q1 ’21: $161MQ2 ’21: $180MQ3 ’21: $172MQ4 ’21: $168MQ4 ’21Q1 ’22: $173MQ2 ’22: $154MQ3 ’22: $138MQ4 ’22: $161MQ4 ’22Q1 ’23: $174MQ2 ’23: $182MQ3 ’23: $175MQ4 ’23: $197MQ4 ’23Q1 ’24: $210MQ2 ’24: $199MQ3 ’24: $206MQ4 ’24: $235MQ4 ’24Q1 ’25: $259MQ2 ’25: $260MQ3 ’25: $248MQ4 ’25: $255MQ4 ’25Q1 ’26: $217Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026719.6K$217M+2.81%
Q4 2025725.7K$255M+3.08%
Q3 2025727.2K$248M+2.99%
Q2 2025732.4K$260M+3.25%
Q1 2025738.0K$259M+3.38%
Q4 2024744.8K$235M+3.03%
Q3 2024749.3K$206M+2.62%
Q2 2024751.6K$199M+2.66%
Q1 2024754.2K$210M+2.89%
Q4 2023757.7K$197M+2.98%
Q3 2023762.0K$175M+2.90%
Q2 2023767.4K$182M+2.87%
Q1 2023773.7K$174M+2.95%
Q4 2022775.5K$161M+2.89%
Q3 2022779.5K$138M+2.70%
Q2 2022780.8K$154M+2.81%
Q1 2022781.7K$173M+2.73%
Q4 2021774.8K$168M+2.51%
Q3 2021770.2K$172M+2.85%
Q2 2021768.0K$180M+3.03%
Q1 2021760.9K$161M+2.98%
Q4 2020744.0K$163M+3.18%
Q3 2020749.9K$150M+3.24%
Q2 2020750.2K$145M+3.39%
Q1 2020756.4K$122M+3.40%
Q4 2019762.5K$143M+3.19%
Q3 2019768.6K$132M+3.16%
Q2 2019777.2K$135M+3.28%
Q1 2019794.1K$124M+3.11%
Q4 2018815.2K$108M+3.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Welch & Forbes LLC’s full portfolio or all institutional holders of V.