Welch & Forbes’s Barrick Mining B Stock Holding History

Welch & Forbes’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	6,500	–	–	﹤0.01%	336
2025 Q4	$283K	Hold	6,500	–	–	﹤0.01%	329
2025 Q3	$213K	Buy	+6,500	New	+$165K	﹤0.01%	370
2025 Q1	–	Sell	-30,205	Closed	-$468K	–	375
2024 Q4	$468K	Buy	30,205 +1,800	+6%	+$32.7K	0.01%	285
2024 Q3	$565K	Sell	28,405 -120	-0.4%	-$2.29K	0.01%	276
2024 Q2	$493K	Sell	28,525 -500	-2%	-$8.49K	0.01%	286
2024 Q1	$483K	Hold	29,025	–	–	0.01%	293
2023 Q4	$525K	Hold	29,025	–	–	0.01%	277
2023 Q3	$422K	Sell	29,025 -232	-0.8%	-$3.8K	0.01%	297
2023 Q2	$495K	Buy	29,257 +32	+0.1%	+$583	0.01%	287
2023 Q1	$543K	Hold	29,225	–	–	0.01%	270
2022 Q4	$502K	Buy	29,225 +2,120	+8%	+$33.7K	0.01%	281
2022 Q3	$420K	Sell	27,105 -1,250	-4%	-$19.7K	0.01%	291
2022 Q2	$502K	Sell	28,355 -2,200	-7%	-$47.7K	0.01%	283
2022 Q1	$749K	Sell	30,555 -818	-3%	-$17.6K	0.01%	253
2021 Q4	$596K	Hold	31,373	–	–	0.01%	277
2021 Q3	$567K	Sell	31,373 -250	-0.8%	-$5.02K	0.01%	275
2021 Q2	$654K	Hold	31,623	–	–	0.01%	270
2021 Q1	$626K	Buy	31,623 +250	+0.8%	+$5.39K	0.01%	256
2020 Q4	$715K	Hold	31,373	–	–	0.01%	236
2020 Q3	$883K	Hold	31,373	–	–	0.02%	209
2020 Q2	$845K	Sell	31,373 -800	-2%	-$20K	0.02%	208
2020 Q1	$589K	Sell	32,173 -1,000	-3%	-$18.7K	0.02%	225
2019 Q4	$617K	Sell	33,173 -9,250	-22%	-$159K	0.01%	244
2019 Q3	$736K	Hold	42,423	–	–	0.02%	226
2019 Q2	$669K	Sell	42,423 -1,900	-4%	-$25.2K	0.02%	236
2019 Q1	$608K	Hold	44,323	–	–	0.02%	242
2018 Q4	$600K	Sell	44,323 -3,000	-6%	-$38.8K	0.02%	230
2018 Q3	$524K	Sell	47,323 -1,950	-4%	-$21.7K	0.01%	249
2018 Q2	$647K	Sell	49,273 -1,700	-3%	-$22.3K	0.02%	229
2018 Q1	$634K	Sell	50,973 -5,150	-9%	-$68.5K	0.02%	233
2017 Q4	$813K	Sell	56,123 -2,050	-4%	-$30.2K	0.02%	200
2017 Q3	$936K	Sell	58,173 -1,106	-2%	-$18.5K	0.02%	198
2017 Q2	$942K	Hold	59,279	–	–	0.03%	198
2017 Q1	$1.13M	Buy	59,279 +275	+0.5%	+$5.07K	0.03%	186
2016 Q4	$944K	Sell	59,004 -1,368	-2%	-$21.7K	0.03%	195
2016 Q3	$1.07M	Sell	60,372 -987	-2%	-$19.7K	0.04%	165
2016 Q2	$1.31M	Buy	61,359 +1,334	+2%	+$23.8K	0.04%	175
2016 Q1	$815K	Sell	60,025 -2,750	-4%	-$32K	0.03%	205
2015 Q4	$463K	Sell	62,775 -38,200	-38%	-$285K	0.01%	245
2015 Q3	$642K	Sell	100,975 -45,039	-31%	-$339K	0.02%	218
2015 Q2	$1.56M	Sell	146,014 -35,894	-20%	-$438K	0.05%	181
2015 Q1	$1.99M	Sell	181,908 -110,600	-38%	-$1.31M	0.06%	169
2014 Q4	$3.14M	Sell	292,508 -114,462	-28%	-$1.41M	0.09%	145
2014 Q3	$5.97M	Sell	406,970 -43,014	-10%	-$767K	0.18%	118
2014 Q2	$8.23M	Sell	449,984 -27,929	-6%	-$484K	0.26%	95
2014 Q1	$8.52M	Sell	477,913 -4,565	-0.9%	-$88.3K	0.27%	94
2013 Q4	$8.51M	Buy	482,478 +5,491	+1%	+$96.8K	0.27%	93
2013 Q3	$8.88M	Sell	476,987 -36,102	-7%	-$637K	0.3%	90
2013 Q2	$8.08M	Buy	+513,089	New	+$10.4M	0.29%	91

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Welch & Forbes's B Position: Q1 2026 in Review

Welch & Forbes held its Barrick Mining (B) position steady in Q1 2026 at 6,500 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Welch & Forbes first reported a position in B in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.88M in Q3 2013. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Welch & Forbes held 6,500 shares of Barrick Mining worth $265K as of Q1 2026.
Welch & Forbes left its Barrick Mining share count unchanged in Q1 2026.
Barrick Mining made up ﹤0.01% of Welch & Forbes's portfolio in Q1 2026, its #336 holding.
Welch & Forbes first reported a position in Barrick Mining in Q2 2013 and has held it in 50 quarters since.
Welch & Forbes's Barrick Mining position peaked at $8.88M in Q3 2013.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.