Welch & Forbes’s FormFactor FORM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$776K	Hold	8,000	–	–	0.01%	240
2025 Q4	$446K	Hold	8,000	–	–	0.01%	284
2025 Q3	$291K	Hold	8,000	–	–	﹤0.01%	336
2025 Q2	$275K	Hold	8,000	–	–	﹤0.01%	332
2025 Q1	$226K	Hold	8,000	–	–	﹤0.01%	348
2024 Q4	$352K	Hold	8,000	–	–	﹤0.01%	311
2024 Q3	$368K	Hold	8,000	–	–	﹤0.01%	317
2024 Q2	$484K	Hold	8,000	–	–	0.01%	288
2024 Q1	$365K	Hold	8,000	–	–	0.01%	317
2023 Q4	$334K	Hold	8,000	–	–	0.01%	324
2023 Q3	$280K	Hold	8,000	–	–	﹤0.01%	334
2023 Q2	$274K	Hold	8,000	–	–	﹤0.01%	341
2023 Q1	$255K	Buy	+8,000	New	+$229K	﹤0.01%	341
2022 Q4	–	Sell	-8,000	Closed	-$200K	–	374
2022 Q3	$200K	Hold	8,000	–	–	﹤0.01%	361
2022 Q2	$310K	Hold	8,000	–	–	0.01%	326
2022 Q1	$336K	Hold	8,000	–	–	0.01%	324
2021 Q4	$366K	Hold	8,000	–	–	0.01%	319
2021 Q3	$299K	Hold	8,000	–	–	0.01%	343
2021 Q2	$292K	Hold	8,000	–	–	﹤0.01%	351
2021 Q1	$361K	Hold	8,000	–	–	0.01%	319
2020 Q4	$344K	Sell	8,000 -2,000	-20%	-$72.2K	0.01%	319
2020 Q3	$249K	Hold	10,000	–	–	0.01%	320
2020 Q2	$293K	Hold	10,000	–	–	0.01%	304
2020 Q1	$201K	Hold	10,000	–	–	0.01%	318
2019 Q4	$260K	Hold	10,000	–	–	0.01%	321
2019 Q3	$186K	Hold	10,000	–	–	﹤0.01%	345
2019 Q2	$157K	Hold	10,000	–	–	﹤0.01%	342
2019 Q1	$161K	Hold	10,000	–	–	﹤0.01%	343
2018 Q4	$141K	Hold	10,000	–	–	﹤0.01%	332
2018 Q3	$138K	Hold	10,000	–	–	﹤0.01%	356
2018 Q2	$133K	Hold	10,000	–	–	﹤0.01%	356
2018 Q1	$137K	Hold	10,000	–	–	﹤0.01%	351
2017 Q4	$157K	Hold	10,000	–	–	﹤0.01%	334
2017 Q3	$169K	Hold	10,000	–	–	﹤0.01%	329
2017 Q2	$124K	Hold	10,000	–	–	﹤0.01%	339
2017 Q1	$119K	Hold	10,000	–	–	﹤0.01%	342
2016 Q4	$112K	Hold	10,000	–	–	﹤0.01%	339
2016 Q3	$109K	Hold	10,000	–	–	﹤0.01%	298
2016 Q2	$90K	Hold	10,000	–	–	﹤0.01%	331
2016 Q1	$73K	Hold	10,000	–	–	﹤0.01%	340
2015 Q4	$90K	Hold	10,000	–	–	﹤0.01%	328
2015 Q3	$68K	Buy	+10,000	New	+$69.8K	﹤0.01%	326

Other funds holding FORM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return