HM Payson & Co
Net seller this quarter
$7.54B
893
-$174M
40.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $482M | 6.39% | 0.01% | -1.6% | Q2 2013 |
 AVGO | $415M | 5.50% | 0.02% | -2.2% | Q2 2017 |
 GOOG | $394M | 5.23% | Not reported | -1.1% | Q4 2015 |
 MSFT | $354M | 4.69% | 0.01% | -0.3% | Q2 2013 |
 LRCX | $351M | 4.66% | 0.06% | -3.8% | Q2 2019 |
 NVDA | $348M | 4.62% | 0.01% | +1.9% | Q4 2016 |
 AMZN | $215M | 2.84% | 0.01% | -1.5% | Q4 2015 |
 ASML | $172M | 2.28% | 0.02% | -0.9% | Q4 2020 |
 ABBV | $150M | 1.99% | 0.03% | -0.8% | Q2 2013 |
| GOOGL | $142M | 1.89% | 0.00% | -6.6% | Q4 2015 |
 JPM | $139M | 1.84% | 0.02% | -12.1% | Q2 2013 |
 AME | $132M | 1.75% | 0.24% | -1.5% | Q4 2014 |
 IBTG | $129M | 1.72% | Not reported | -4.3% | Q4 2023 |
 MA | $113M | 1.49% | 0.02% | +4.4% | Q3 2013 |
 LHX | $108M | 1.43% | 0.20% | -0.8% | Q3 2019 |
 BRK.B | $104M | 1.38% | Not reported | -2.5% | Q2 2013 |
 JNJ | $99.5M | 1.32% | 0.02% | +10.1% | Q2 2013 |
 TJX | $94.1M | 1.25% | 0.06% | +10.1% | Q2 2013 |
 HD | $90.6M | 1.20% | 0.03% | +4.0% | Q2 2013 |
 META | $87.5M | 1.16% | Not reported | -11.6% | Q2 2016 |
 TMO | $82.1M | 1.09% | 0.04% | -11.3% | Q2 2013 |
 NVT | $72.8M | 0.97% | 0.27% | -1.5% | Q2 2019 |
 V | $69.5M | 0.92% | 0.01% | +6.2% | Q2 2013 |
 LLY | $64.3M | 0.85% | 0.01% | -4.3% | Q2 2013 |
 AMGN | $60.8M | 0.81% | 0.03% | +2.0% | Q2 2013 |
 CAT | $59.6M | 0.79% | 0.01% | -48.7% | Q2 2013 |
 AZO | $59.1M | 0.78% | 0.11% | -3.7% | Q2 2019 |
 MPC | $58.1M | 0.77% | 0.08% | -7.2% | Q2 2013 |
 HUBB | $53.2M | 0.71% | 0.19% | -4.9% | Q1 2014 |
 SPGI | $49.1M | 0.65% | 0.04% | -6.9% | Q2 2016 |
 MCD | $48.6M | 0.64% | 0.03% | -6.0% | Q2 2013 |
 ORCL | $47.7M | 0.63% | 0.01% | +36.1% | Q2 2013 |
 DHR | $47.6M | 0.63% | 0.04% | -10.9% | Q3 2013 |
 CVX | $47.4M | 0.63% | 0.01% | +28.2% | Q2 2013 |
 PH | $43.9M | 0.58% | 0.04% | +67.8% | Q2 2013 |
 XOM | $43.7M | 0.58% | 0.01% | +12.2% | Q2 2013 |
 CMI | $41.5M | 0.55% | 0.04% | -2.9% | Q2 2013 |
 GD | $41.3M | 0.55% | 0.04% | -8.4% | Q2 2013 |
 AXP | $38.6M | 0.51% | 0.02% | +45.0% | Q2 2013 |
 DE | $34.9M | 0.46% | 0.02% | +79.9% | Q2 2013 |
 ETN | $34.1M | 0.45% | 0.02% | +125.2% | Q2 2019 |
 RTX | $32.3M | 0.43% | 0.01% | -8.7% | Q2 2020 |
 LOW | $32.2M | 0.43% | 0.03% | -10.8% | Q4 2014 |
 ABT | $32.2M | 0.43% | 0.02% | -4.3% | Q2 2013 |
 PG | $30.2M | 0.40% | 0.01% | -7.0% | Q2 2013 |
| BRK.A | $28.5M | 0.38% | Not reported | Not reported | Q2 2013 |
 SPY | $28.3M | 0.38% | Not reported | -31.2% | Q2 2013 |
 WMT | $27.4M | 0.36% | 0.00% | -6.4% | Q2 2013 |
 TSM | $25.5M | 0.34% | 0.00% | -0.5% | Q2 2019 |
 CSCO | $23.9M | 0.32% | 0.01% | -6.6% | Q2 2013 |
| Q1 2026 | |||||
| AAPL | $430M | 6.20% | 0.01% | -4.1% | Q2 2013 |
| MSFT | $352M | 5.08% | 0.01% | +2.8% | Q2 2013 |
| AVGO | $347M | 5.01% | 0.02% | -8.6% | Q2 2017 |
| GOOG | $324M | 4.67% | Not reported | -4.3% | Q4 2015 |
| NVDA | $298M | 4.30% | 0.01% | -1.4% | Q4 2016 |
| AMZN | $190M | 2.75% | 0.01% | -1.4% | Q4 2015 |
| LRCX | $180M | 2.60% | 0.07% | -24.8% | Q2 2019 |
| JPM | $142M | 2.04% | 0.02% | +2.9% | Q2 2013 |
| IBTG | $135M | 1.95% | Not reported | -9.9% | Q4 2023 |
| ABBV | $131M | 1.89% | 0.03% | +1.5% | Q2 2013 |
| LHX | $129M | 1.86% | 0.20% | -9.6% | Q3 2019 |
| GOOGL | $123M | 1.77% | 0.00% | -5.1% | Q4 2015 |
| AME | $119M | 1.71% | 0.24% | -2.4% | Q4 2014 |
| ASML | $115M | 1.66% | 0.02% | -10.4% | Q4 2020 |
| MA | $105M | 1.51% | 0.02% | -11.8% | Q3 2013 |
| BRK.B | $102M | 1.47% | Not reported | -1.7% | Q2 2013 |
| META | $101M | 1.45% | Not reported | +10.5% | Q2 2016 |
| TMO | $90.8M | 1.31% | 0.05% | -13.2% | Q2 2013 |
| TJX | $90.1M | 1.30% | 0.05% | +19.0% | Q2 2013 |
| JNJ | $86.9M | 1.25% | 0.01% | +0.7% | Q2 2013 |
| HD | $81.2M | 1.17% | 0.02% | +2.9% | Q2 2013 |
| CAT | $77.4M | 1.12% | 0.02% | -12.2% | Q2 2013 |
| AZO | $64.8M | 0.94% | 0.12% | -15.6% | Q2 2019 |
| MPC | $59.9M | 0.86% | 0.08% | -19.1% | Q2 2013 |
| MCD | $59.5M | 0.86% | 0.03% | -3.6% | Q2 2013 |
| AMGN | $57.9M | 0.84% | 0.03% | +6.2% | Q2 2013 |
| V | $57.7M | 0.83% | 0.01% | -51.4% | Q2 2013 |
| SPGI | $55.1M | 0.79% | 0.04% | +4.2% | Q2 2016 |
| DHR | $53.1M | 0.77% | 0.04% | +19.0% | Q3 2013 |
| HUBB | $52.5M | 0.76% | 0.20% | -28.4% | Q1 2014 |
 ACN | $52M | 0.75% | 0.04% | -6.4% | Q2 2013 |
| NVT | $51.5M | 0.74% | 0.27% | -23.5% | Q2 2019 |
| LLY | $51.5M | 0.74% | 0.01% | +20.8% | Q2 2013 |
| XOM | $48.3M | 0.70% | 0.01% | -15.9% | Q2 2013 |
| CVX | $46.1M | 0.66% | 0.01% | +23.4% | Q2 2013 |
| GD | $43.7M | 0.63% | 0.05% | -0.3% | Q2 2013 |
 AON | $39.5M | 0.57% | 0.06% | -2.2% | Q2 2019 |
| LOW | $38.7M | 0.56% | 0.03% | +4.3% | Q4 2014 |
| ABT | $38M | 0.55% | 0.02% | -1.8% | Q2 2013 |
| RTX | $36M | 0.52% | 0.01% | +1.1% | Q2 2020 |
| SPY | $35.8M | 0.52% | Not reported | +11.3% | Q2 2013 |
| ORCL | $35.2M | 0.51% | 0.01% | -3.2% | Q2 2013 |
| CMI | $32.3M | 0.47% | 0.04% | -0.5% | Q2 2013 |
| WMT | $32.1M | 0.46% | 0.00% | -6.6% | Q2 2013 |
| PG | $32M | 0.46% | 0.01% | +1.2% | Q2 2013 |
| BRK.A | $27.3M | 0.39% | Not reported | Not reported | Q2 2013 |
| PH | $24M | 0.35% | 0.02% | -5.3% | Q2 2013 |
| AXP | $23.8M | 0.34% | 0.01% | -0.3% | Q2 2013 |
 CSL | $23.3M | 0.34% | 0.17% | -11.1% | Q2 2019 |
 HON | $23.2M | 0.33% | 0.02% | -14.0% | Q2 2013 |
| Q4 2025 | |||||
| AAPL | $480M | 6.77% | 0.01% | -0.7% | Q2 2013 |
| MSFT | $448M | 6.31% | 0.01% | +0.2% | Q2 2013 |
| AVGO | $425M | 6.00% | 0.03% | -6.0% | Q2 2017 |
| GOOG | $370M | 5.22% | Not reported | -2.7% | Q4 2015 |
| NVDA | $323M | 4.56% | 0.01% | -1.2% | Q4 2016 |
| AMZN | $214M | 3.02% | 0.01% | +0.4% | Q4 2015 |
| LRCX | $192M | 2.71% | 0.09% | -13.3% | Q2 2019 |
| JPM | $151M | 2.13% | 0.02% | +3.2% | Q2 2013 |
| IBTG | $150M | 2.12% | Not reported | +19.0% | Q4 2023 |
| GOOGL | $141M | 1.98% | 0.00% | -0.5% | Q4 2015 |
| V | $138M | 1.94% | 0.02% | +0.1% | Q2 2013 |
| MA | $136M | 1.92% | 0.02% | 0.0% | Q3 2013 |
| ABBV | $135M | 1.91% | 0.03% | +0.1% | Q2 2013 |
| TMO | $123M | 1.74% | 0.06% | +0.9% | Q2 2013 |
| LHX | $122M | 1.71% | 0.22% | -5.4% | Q3 2019 |
| AME | $116M | 1.64% | 0.25% | +0.4% | Q4 2014 |
| BRK.B | $109M | 1.54% | Not reported | -1.2% | Q2 2013 |
| META | $105M | 1.48% | Not reported | -19.6% | Q2 2016 |
| ASML | $104M | 1.47% | 0.03% | -1.5% | Q4 2020 |
| HD | $82.6M | 1.16% | 0.02% | -11.6% | Q2 2013 |
| AZO | $77.1M | 1.09% | 0.14% | -4.8% | Q2 2019 |
| ACN | $75.2M | 1.06% | 0.04% | -10.1% | Q2 2013 |
| JNJ | $73.1M | 1.03% | 0.01% | -0.4% | Q2 2013 |
| TJX | $72.9M | 1.03% | 0.04% | -1.5% | Q2 2013 |
| CAT | $71.3M | 1.01% | 0.03% | -0.5% | Q2 2013 |
| HUBB | $66.4M | 0.94% | 0.28% | -1.7% | Q1 2014 |
| SPGI | $64.9M | 0.92% | 0.04% | +0.5% | Q2 2016 |
| MCD | $60.7M | 0.86% | 0.03% | -1.5% | Q2 2013 |
| NVT | $58.1M | 0.82% | 0.35% | -4.0% | Q2 2019 |
| DHR | $53.9M | 0.76% | 0.03% | +39.5% | Q3 2013 |
| AMGN | $50.7M | 0.72% | 0.03% | +4.0% | Q2 2013 |
| LLY | $49.9M | 0.70% | 0.00% | +15.9% | Q2 2013 |
| MPC | $49.3M | 0.69% | 0.10% | -4.1% | Q2 2013 |
| ORCL | $48.2M | 0.68% | 0.01% | -1.4% | Q2 2013 |
| ABT | $47.2M | 0.67% | 0.02% | -1.7% | Q2 2013 |
| AON | $44.1M | 0.62% | 0.06% | -6.1% | Q2 2019 |
| GD | $43M | 0.61% | 0.05% | -0.5% | Q2 2013 |
| XOM | $40.8M | 0.58% | 0.01% | +1.4% | Q2 2013 |
| LOW | $37.9M | 0.53% | 0.03% | -29.1% | Q4 2014 |
| RTX | $33.9M | 0.48% | 0.01% | -0.2% | Q2 2020 |
| SPY | $33.8M | 0.48% | Not reported | -1.6% | Q2 2013 |
| PG | $31.4M | 0.44% | 0.01% | -2.7% | Q2 2013 |
| WMT | $30.8M | 0.43% | 0.00% | -0.7% | Q2 2013 |
| CMI | $30.8M | 0.43% | 0.04% | Not reported | Q2 2013 |
| AXP | $29.2M | 0.41% | 0.01% | -0.5% | Q2 2013 |
| BRK.A | $28.7M | 0.40% | Not reported | Not reported | Q2 2013 |
| CVX | $27.5M | 0.39% | 0.01% | +11.2% | Q2 2013 |
 TYL | $27.2M | 0.38% | 0.12% | -2.7% | Q2 2013 |
 IBM | $25.5M | 0.36% | 0.01% | -0.8% | Q2 2013 |
| CSL | $25.2M | 0.35% | 0.19% | -33.2% | Q2 2019 |
| Q3 2025 | |||||
| MSFT | $479M | 6.88% | 0.01% | -0.6% | Q2 2013 |
| AAPL | $453M | 6.51% | 0.01% | -0.5% | Q2 2013 |
| AVGO | $431M | 6.20% | 0.03% | -5.0% | Q2 2017 |
| NVDA | $327M | 4.70% | 0.01% | -0.5% | Q4 2016 |
| GOOG | $295M | 4.25% | Not reported | -1.6% | Q4 2015 |
| AMZN | $203M | 2.91% | 0.01% | +0.4% | Q4 2015 |
| LRCX | $173M | 2.49% | 0.10% | 0.0% | Q2 2019 |
| META | $145M | 2.09% | Not reported | +0.6% | Q2 2016 |
| JPM | $143M | 2.06% | 0.02% | +1.6% | Q2 2013 |
| ABBV | $137M | 1.97% | 0.03% | -0.5% | Q2 2013 |
| MA | $135M | 1.95% | 0.02% | -1.0% | Q3 2013 |
| V | $134M | 1.92% | 0.02% | -2.4% | Q2 2013 |
| LHX | $134M | 1.92% | 0.23% | -19.1% | Q3 2019 |
| IBTG | $127M | 1.82% | Not reported | +9.1% | Q4 2023 |
| BRK.B | $110M | 1.59% | Not reported | -1.6% | Q2 2013 |
| HD | $110M | 1.58% | 0.03% | +0.1% | Q2 2013 |
| GOOGL | $110M | 1.58% | 0.00% | -1.4% | Q4 2015 |
| AME | $106M | 1.53% | 0.24% | +0.2% | Q4 2014 |
| AZO | $102M | 1.47% | 0.14% | -1.0% | Q2 2019 |
| TMO | $102M | 1.47% | 0.06% | +2.4% | Q2 2013 |
| ASML | $95.5M | 1.37% | 0.03% | -8.9% | Q4 2020 |
| ACN | $76.9M | 1.11% | 0.05% | -9.4% | Q2 2013 |
| ORCL | $70.6M | 1.02% | 0.01% | -0.9% | Q2 2013 |
| TJX | $69.6M | 1.00% | 0.04% | -0.3% | Q2 2013 |
| JNJ | $65.8M | 0.95% | 0.01% | +0.3% | Q2 2013 |
| HUBB | $65.4M | 0.94% | 0.29% | -19.6% | Q1 2014 |
| MCD | $61.2M | 0.88% | 0.03% | +2.5% | Q2 2013 |
| MPC | $60.9M | 0.88% | 0.10% | -1.5% | Q2 2013 |
| SPGI | $60.2M | 0.87% | 0.04% | -1.3% | Q2 2016 |
| CAT | $59.7M | 0.86% | 0.03% | -9.4% | Q2 2013 |
| NVT | $58.6M | 0.84% | 0.37% | -15.9% | Q2 2019 |
| LOW | $55.6M | 0.80% | 0.04% | -0.1% | Q4 2014 |
| ABT | $51.4M | 0.74% | 0.02% | -0.5% | Q2 2013 |
 CDW | $50.1M | 0.72% | 0.24% | -4.5% | Q4 2018 |
| AON | $47.4M | 0.68% | 0.06% | -0.4% | Q2 2019 |
| GD | $43.8M | 0.63% | 0.05% | -1.2% | Q2 2013 |
| AMGN | $42M | 0.60% | 0.03% | -0.7% | Q2 2013 |
| CSL | $38.8M | 0.56% | 0.28% | +117710.0% | Q2 2019 |
| XOM | $37.7M | 0.54% | 0.01% | -16.6% | Q2 2013 |
| PG | $34.6M | 0.50% | 0.01% | +2.9% | Q2 2013 |
| SPY | $33.5M | 0.48% | Not reported | -0.1% | Q2 2013 |
| DHR | $33.4M | 0.48% | 0.02% | +12.3% | Q3 2013 |
| TYL | $32.2M | 0.46% | 0.13% | -0.5% | Q2 2013 |
| RTX | $31M | 0.45% | 0.01% | -1.0% | Q2 2020 |
| LLY | $30.5M | 0.44% | 0.00% | -0.3% | Q2 2013 |
| WMT | $28.7M | 0.41% | 0.00% | -1.9% | Q2 2013 |
| BRK.A | $28.7M | 0.41% | Not reported | Not reported | Q2 2013 |
| AXP | $26.3M | 0.38% | 0.01% | -0.7% | Q2 2013 |
| CMI | $25.5M | 0.37% | 0.04% | -2.7% | Q2 2013 |
| CVX | $25.2M | 0.36% | 0.01% | -30.6% | Q2 2013 |