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 | Apple Inc. Common stock | $564.7K | +2K +0.90% | 248,512 5.33% 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 | 67066g104 Common stock | $452.2K | +3K +0.63% | 414,919 6.12% 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 | Cincinnati Financial Corp Common stock | $312.7K | +2K +99.55% | 3,983 0.05% 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 | Warren E. Buffett Common stock | $249.2K | +520 +4.20% | 12,893 0.52% 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 | Johnson & Johnson Common stock | $224.2K | +917 +0.79% | 117,624 2.43% 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 | 00287y109 Common stock | $220.1K | +1K +7.53% | 14,444 0.27% of portfolio | low |
| Q1 2026 as of | Add | 46432f834 Common stock | $218.9K | +3K +2.06% | 125,474 0.92% of portfolio | low |
| Q1 2026 as of | Add | Emerson Electric Co Common stock | $217.4K | +2K +1.73% | 97,470 1.08% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $216.1K | +1K +1.26% | 120,440 1.47% of portfolio | low |
| Q1 2026 as of | Add | 78462f103 Common stock | $197.7K | +304 +36.45% | 1,138 0.06% of portfolio | low |
| Q1 2026 as of | Add | 02079k107 Common stock | $196.5K | +685 +4.28% | 16,694 0.41% of portfolio | low |
| Q1 2026 as of | Add | 81369y506 Common stock | $191.7K | +3K +0.41% | 769,522 3.99% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $187.9K | +902 +0.47% | 191,131 3.37% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $172.0K | +2K +1.20% | 141,209 1.23% of portfolio | low |
| Q1 2026 as of | Add | 45866f104 Common stock | $167.8K | +1K +1.32% | 82,014 1.09% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $163.2K | +2K +0.86% | 250,717 1.61% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $155.1K | +2K +1.06% | 219,143 1.25% of portfolio | low |
| Q1 2026 as of | Add | g29183103 Common stock | $152.7K | +427 +1.06% | 40,570 1.23% of portfolio | low |
| Q1 2026 as of | Add | 464288570 Common stock | $140.2K | +1K +4.11% | 29,299 0.30% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $134.9K | +3K +0.60% | 466,961 1.93% of portfolio | low |
| Q1 2026 as of | Add | 92343v104 Common stock | $127.9K | +3K +1.27% | 203,801 0.87% of portfolio | low |
| Q1 2026 as of | Add | 17275r102 Common stock | $121.5K | +2K +1.28% | 123,841 0.81% of portfolio | low |
| Q1 2026 as of | Add | 09260d107 Common stock | $115.0K | +1K +24.49% | 5,084 0.05% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $111.5K | +339 +1.34% | 25,567 0.71% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $107.6K | +866 +0.47% | 186,185 1.96% of portfolio | low |
| Q1 2026 as of | Add | 767204100 Common stock | $106.6K | +1K +1.18% | 98,121 0.77% of portfolio | low |
| Q1 2026 as of | Add | Progressive CORP/OH Common stock | $100.1K | +505 +1.03% | 49,720 0.83% of portfolio | low |
| Q1 2026 as of | Add | 58933y105 Common stock | $94.3K | +784 +0.46% | 171,751 1.75% of portfolio | low |
| Q1 2026 as of | Add | 65339f101 Common stock | $86.3K | +929 +0.43% | 219,492 1.72% of portfolio | low |
| Q1 2026 as of | Add | 92826c839 Common stock | $75.9K | +251 +0.38% | 67,169 1.72% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $75.7K | +2K +23.53% | 10,500 0.03% of portfolio | low |
| Q1 2026 as of | Add | 98419m100 Common stock | $71.8K | +601 +0.69% | 87,217 0.88% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $66.5K | +542 +0.75% | 72,789 0.76% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $64.4K | +402 +1.04% | 39,039 0.53% of portfolio | low |
| Q1 2026 as of | Add | Becton Dickinson & Co Common stock | $63.5K | +404 +1.12% | 36,418 0.48% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $62.2K | +200 +2.73% | 7,513 0.20% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $59.8K | +65 +0.55% | 11,812 0.92% of portfolio | low |
| Q1 2026 as of | Add | 74340w103 Common stock | $57.2K | +433 +0.71% | 61,109 0.68% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $56.3K | +395 +0.70% | 56,510 0.68% of portfolio | low |
| Q1 2026 as of | Add | 57636q104 Common stock | $56.0K | +112 +3.05% | 3,783 0.16% of portfolio | low |
| Q1 2026 as of | Add | 98978v103 Common stock | $55.7K | +471 +0.85% | 55,889 0.56% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $50.2K | +207 +0.37% | 56,110 1.15% of portfolio | low |
| Q1 2026 as of | Add | 67103h107 Common stock | $48.8K | +529 +0.71% | 74,888 0.58% of portfolio | low |
| Q1 2026 as of | Add | Ecolab Inc. Common stock | $46.8K | +176 +0.52% | 34,212 0.77% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $41.8K | +262 +0.21% | 125,603 1.70% of portfolio | low |