VRTX VERTEX PHARMACEUTICALS

Ownership history in WELCH & FORBES LLC  ·  107 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported VERTEX PHARMACEUTICALS (VRTX) in 107 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.32% in 2025 Q1. The latest visible filing shows VRTX at 1.20% 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 VRTX 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 VERTEX PHARMACEUTICALS, 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

VRTX was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2025 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.

How WELCH & FORBES LLC held VRTX — position size vs. price
% of Fund (quarterly)    VRTX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 218,198 -2,148 -1.0% 1.20% $98.9M 2026-02-14 (Est.) $491.47
2025 Q3 ADDED 220,346 +3,102 +1.4% 1.04% $86.3M 2025-11-04 $421.67
2025 Q2 ADDED 217,244 +9,605 +4.6% 1.21% $96.7M 2025-08-05 $374.98
2025 Q1 ADDED 207,639 +9,858 +5.0% 1.32% $100.7M 2025-05-02 $501.15
2024 Q4 ADDED 197,781 +1,162 +0.6% 1.02% $79.6M 2025-02-07 $469.32
2024 Q3 ADDED 196,619 +1,722 +0.9% 1.16% $91.4M 2024-11-04 $472.80
2024 Q2 ADDED 194,897 +1,956 +1.0% 1.26% $94.3M 2024-08-02 $494.46
2024 Q1 ADDED 192,941 +4,554 +2.4% 1.11% $80.7M 2024-05-03 $401.08
2023 Q4 ADDED 188,387 +3,317 +1.8% 1.16% $76.7M 2024-02-06 $416.13
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES LLC and VRTX

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 VRTX?

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

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

The largest reported portfolio weight for VRTX was 1.32% in 2025 Q1.

What is the latest reported VRTX position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 218,198 shares, equal to 1.20% of portfolio, with an estimated market value of $98.9M.

What does the chart on this VRTX ownership page compare?

The chart compares WELCH & FORBES LLC's quarterly VRTX 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.

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