WELCH & FORBES LLC PG — PROCTER & GAMBLE CO

Ownership history in WELCH & FORBES LLC  ·  108 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported PROCTER & GAMBLE CO (PG) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.78% in 2024 Q1. The latest visible filing shows PG at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELCH & FORBES LLC's position in PROCTER & GAMBLE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PG was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PG stock page WELCH & FORBES LLC fund profile WELCH & FORBES LLC full holdings
How WELCH & FORBES LLC held PG — position size vs. price
% of Fund (quarterly)    PG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 768,228 -19,647 -2.5% 1.33% $110.1M 2026-02-14 (Est.) $158.87
2025 Q3 REDUCED — — — 787,875 -2,363 -0.3% 1.46% $121.1M 2025-11-04 $145.04
2025 Q2 REDUCED — — — 790,238 -5,379 -0.7% 1.57% $125.9M 2025-08-05 $147.30
2025 Q1 ADDED — — — 795,617 +1,336 +0.2% 1.77% $135.6M 2025-05-02 $156.03
2024 Q4 ADDED — — — 794,281 +506 +0.1% 1.71% $133.2M 2025-02-07 $162.26
2024 Q3 REDUCED — — — 793,775 -3,297 -0.4% 1.75% $137.5M 2024-11-04 $158.50
2024 Q2 REDUCED — — — 797,072 -1,874 -0.2% 1.76% $131.9M 2024-08-02 $162.35
2024 Q1 REDUCED — — — 798,946 -1,635 -0.2% 1.78% $129.6M 2024-05-03 $156.05
2023 Q4 REDUCED — — — 800,581 -5,396 -0.7% 1.77% $117.3M 2024-02-06 $149.86
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PG

As of 2026 Q1 — sorted by position size

Roberts Foundation 100.0% Formidable Asset Management, LLC 3Y 7Y 5.66% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 5.51% Stone House Investment Management, LLC 3Y 7Y 5.39% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 5.2% Cane Capital Partners, LLC 5.08% Slocum, Gordon & Co LLP 4.84% Crew Capital Management, Ltd 3Y 4.37% Sunbeam Capital Management, LLC 3.89% Hamlin Capital Management, LLC 3Y 7Y 3.72%

FAQ About WELCH & FORBES LLC and PG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELCH & FORBES LLC reported owning PG?

WELCH & FORBES LLC reported PG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PG position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for PG was 1.78% in 2024 Q1.

What is the latest reported PG position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 768,228 shares, equal to 1.33% of portfolio, with an estimated market value of $110.1M.

What does the chart on this PG ownership page compare?

The chart compares WELCH & FORBES LLC's quarterly PG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WELCH & FORBES LLC time their PG position?

Based on 13F filing dates vs. subsequent PG price moves, WELCH & FORBES LLC correctly timed 41 out of 107 reported position changes (38%). The annualised alpha on PG relative to SPY over the holding period was -9.8%.

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