Institutions / Forbes J M & Co LLP / Activity
Activity — Forbes J M & Co LLP
105 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Trim | 79466l302 Common stock | $-87.4K | -468 -8.35% | 5,140 0.08% 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 | Trim | 37611x209 Common stock | $-73.9K | -12K -1.16% | 1,028,391 0.53% 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 | Trim | Honeywell International Inc Common stock | $-56.1K | -248 -3.18% | 7,556 0.14% 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 | Trim | 641069406 Common stock | $-50.8K | -513 -8.25% | 5,706 0.05% 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 |
| Q1 2026 as of | Add | 11135f101 Common stock | $41.5K | +134 +0.11% | 118,803 3.11% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $40.7K | +262 +0.29% | 91,913 1.21% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $40.4K | +199 +2.11% | 9,646 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 14448c104 Common stock | $-28.2K | -500 -8.26% | 5,553 0.03% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $26.3K | +127 +1.91% | 6,764 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 75513e101 Common stock | $-24.9K | -129 -1.72% | 7,368 0.12% of portfolio | low |
| Q1 2026 as of | Add | Church & Dwight Co Inc /De Common stock | $24.1K | +258 +3.72% | 7,188 0.06% of portfolio | low |
| Q1 2026 as of | Add | 81369y803 Common stock | $23.9K | +180 +0.10% | 174,978 1.97% of portfolio | low |
| Q1 2026 as of | Trim | Weyerhaeuser Co Common stock | $-23.1K | -946 -6.13% | 14,496 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 30231g102 Common stock | $-22.6K | -133 -0.30% | 44,789 0.64% of portfolio | low |
| Q1 2026 as of | Trim | 78409v104 Common stock | $-15.7K | -37 -5.90% | 590 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Stryker Corp Common stock | $-15.4K | -47 -1.65% | 2,805 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Air Products & Chemicals, Inc. Common stock | $-14.5K | -50 -1.60% | 3,070 0.08% of portfolio | low |
| Q1 2026 as of | Add | 30303m102 Common stock | $11.4K | +20 +0.18% | 11,217 0.54% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-10.8K | -121 -3.12% | 3,760 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-10.5K | -374 -2.11% | 17,312 0.04% of portfolio | low |
| Q1 2026 as of | Add | 88160r101 Common stock | $9.3K | +25 +0.19% | 13,365 0.42% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $8.5K | +13 +0.41% | 3,210 0.18% of portfolio | low |
| Q1 2026 as of | Trim | g1151c101 Common stock | $-6.1K | -31 -0.84% | 3,643 0.06% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $5.7K | +61 +0.64% | 9,563 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Intel Corp Common stock | $-5.5K | -125 -0.46% | 26,796 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Fiserv Inc Common stock | $-4.7K | -85 -1.96% | 4,258 0.02% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $3.8K | +20 +1.14% | 1,770 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 20030n101 Common stock | $-3.6K | -125 -0.76% | 16,379 0.04% of portfolio | low |