HM PAYSON & CO
CIK 928052
13F filing for Q2 2026・No. 700
- Holdings
- US$7.54B
- Quarter change
- +US$611.24M
- Entries
- 1,604
- Net bought (estimate)
- −US$154.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 57
- Sold out 44
- Cut 265
- Added 201
- Corporate actions 2
- Unchanged 614
Largest holdings
1,137 stocks worth US$7.54B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 1,665,510 | US$481.93M | 6.39% |
| AVGOBroadcomCOM | Cut | 1,098,181 | US$414.84M | 5.50% |
| GOOGALPHABET INCCAP STK CL C | Cut | 1,116,350 | US$394.44M | 5.23% |
| MSFTMicrosoftCOM | Cut | 948,625 | US$353.86M | 4.69% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 810,989 | US$351.43M | 4.66% |
| NVDANvidiaCOM | Added | 1,740,693 | US$348.3M | 4.62% |
| AMZNAmazonCOM | Cut | 900,398 | US$214.6M | 2.84% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 86,363 | US$171.81M | 2.28% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 2,206,221 | US$157.19M | 2.08% |
| ABBVABBVIE INCCOM | Cut | 596,837 | US$150.19M | 1.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.