Institutions / Forbes J M & Co LLP / Activity
Activity — Forbes J M & Co LLP
61 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 00287y109 Common stock | $220.1K | +1K +7.53% | 14,444 0.27% of portfolio | low |
| Q1 2026 as of | Add | 78463x509 Common stock | $223.3K | +5K +1.66% | 291,873 1.16% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $224.2K | +917 +0.79% | 117,624 2.43% of portfolio | low |
| Q1 2026 as of | Add | g54950103 Common stock | $227.6K | +459 +1.19% | 39,025 1.64% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $249.2K | +520 +4.20% | 12,893 0.52% of portfolio | low |
| Q1 2026 as of | Add | 46625h100 Common stock | $307.7K | +1K +1.06% | 99,612 2.48% of portfolio | low |
| Q1 2026 as of | Add | Cincinnati Financial Corp Common stock | $312.7K | +2K +99.55% | 3,983 0.05% of portfolio | low |
| Q1 2026 as of | Add | 02079k305 Common stock | $341.6K | +1K +0.52% | 228,733 5.56% of portfolio | low |
| Q1 2026 as of | Add | 67066g104 Common stock | $452.2K | +3K +0.63% | 414,919 6.12% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $550.3K | +3K +2.91% | 90,424 1.64% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $564.7K | +2K +0.90% | 248,512 5.33% of portfolio | low |