Hm Payson & CO Purchases in Q1 2025

Hm Payson & CO

  • $5.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
702K
+ 17.49%
$22.77 - $22.94 $16M - $16.1M
4.71M $108M
AZO
Autozone Inc

Consumer Cyclical
195
+ 0.85%
$3193.96 - $3828.11 $623K - $746K
23.1K $88.2M
JPM
Jpmorgan Chase & CO

Financial Services
50.7K
+ 15.29%
$225.19 - $279.95 $11.4M - $14.2M
382K $93.7M
DPZ
Dominos Pizza Inc

Consumer Cyclical
31.1K
+ 103566.67%
$402.33 - $489.71 $12.5M - $15.2M
31.1K $14.3M
AMGN
Amgen Inc

Healthcare
11.6K
+ 5.63%
$258.59 - $327.36 $3M - $3.8M
218K $67.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
529K
+ 10.73%
$22.11 - $22.43 $11.7M - $11.9M
5.46M $122M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
538K
+ 24.23%
N/A
2.76M $65.4M
XOM
Exxon Mobil Corp

Energy
65.2K
+ 17.78%
$105.44 - $118.93 $6.88M - $7.76M
432K $51.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
440K
+ 15.91%
$23.9 - $24.18 $10.5M - $10.6M
3.2M $77.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
380K
+ 9.17%
$23.29 - $23.38 $8.84M - $8.88M
4.52M $106M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
246K
+ 8.07%
$25.05 - $25.16 $6.15M - $6.18M
3.29M $82.7M
MA
Mastercard Inc

Financial Services
929
+ 0.38%
$504.67 - $576.31 $469K - $535K
247K $135M
AON
Aon PLC

Financial Services
1.41K
+ 1.1%
$348.44 - $409.32 $492K - $578K
130K $51.7M
BAC
Bank Of America Corp

Financial Services
140K
+ 51.62%
$39.61 - $47.74 $5.55M - $6.69M
411K $17.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 2.7%
$663000.0 - $801950.0 $663K - $802K
38 $30.3M
MPC
Marathon Petroleum Corp

Energy
20K
+ 5.7%
$134.72 - $159.03 $2.7M - $3.19M
372K $54.2M
CAT
Caterpillar Inc

Industrials
26.4K
+ 20.42%
$326.75 - $407.63 $8.64M - $10.8M
156K $51.4M
IEF
Ishares Barclays

ETFs
41.9K
+ 9678.52%
$91.17 - $95.39 $3.82M - $4M
42.3K $4.04M
AZN
Astrazeneca PLC

Healthcare
49.8K
+ 895.02%
$65.37 - $77.96 $3.25M - $3.88M
55.3K $4.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
59.4K
+ 15.26%
$64.88 - $72.1 $3.86M - $4.28M
449K $29.5M
VTI
Vanguard Total Stock Market Et

ETFs
10.5K
+ 67.05%
$271.18 - $303.12 $2.85M - $3.19M
26.2K $7.2M
IBM
International Business Machines Corp

Technology
97
+ 0.13%
$217.4 - $264.74 $21.1K - $25.7K
75.7K $18.8M
SPGI
S&P Global Inc.

Financial Services
1.5K
+ 1.25%
$478.26 - $543.77 $719K - $818K
122K $61.8M
ASML
Asml Holding Nv

Technology
7.07K
+ 7.15%
$662.63 - $776.99 $4.68M - $5.49M
106K $70.2M
META
Meta Platforms, Inc.

Communication Services
6.17K
+ 3.53%
$576.36 - $736.67 $3.56M - $4.55M
181K $104M
AMT
American Tower Corp

Real Estate
200
+ 0.59%
$173.46 - $217.6 $34.7K - $43.5K
33.9K $7.38M
KO
Coca Cola CO

Consumer Defensive
1.46K
+ 1.53%
$60.81 - $72.32 $88.7K - $105K
96.7K $6.92M
BWX
Spdr Bloomberg International T

ETFs
42.8K
+ 376.3%
$20.94 - $22.04 $897K - $944K
54.2K $1.18M
GE
General Electric CO

Industrials
426
+ 1.71%
$168.59 - $212.13 $71.8K - $90.4K
25.3K $5.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.79K
+ 5.23%
$169.43 - $182.84 $982K - $1.06M
117K $20.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8.9K
+ 5.34%
$497.6 - $606.74 $4.43M - $5.4M
176K $87.4M
MMM
3 M CO

Industrials
498
+ 2.06%
$129.7 - $155.12 $64.6K - $77.2K
24.6K $3.62M
TYL
Tyler Technologies Inc

Technology
282
+ 0.45%
$553.41 - $646.74 $156K - $182K
63.1K $36.7M
AGZ
Ishares Agency Bond ETF

ETFs
3.68K
+ 15.99%
$107.46 - $109.48 $396K - $403K
26.7K $2.93M
CB
Chubb LTD

Financial Services
727
+ 8.61%
$257.71 - $301.99 $187K - $220K
9.17K $2.77M
VGSH
Vanguard

ETFs
5.66K
+ 3.41%
$58.07 - $58.69 $329K - $332K
171K $10.1M
WTRG
Essential Utilities, Inc.

Utilities
334
+ 0.29%
$33.49 - $40.57 $11.2K - $13.6K
116K $4.58M
NOC
Northrop Grumman Corp

Industrials
426
+ 13.94%
$433.45 - $513.82 $185K - $219K
3.48K $1.78M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.5K
+ 90.35%
$24.79 - $25.26 $286K - $291K
24.3K $614K
DVY
Ishares Tr

ETFs
1.9K
+ 32.12%
$128.58 - $138.1 $244K - $262K
7.82K $1.05M
WRB
Berkley W R Corp

Financial Services
847
+ 5.12%
$56.7 - $71.27 $48K - $60.4K
17.4K $1.24M
WEC
Wec Energy Group, Inc.

Utilities
985
+ 9.46%
$92.12 - $108.98 $90.7K - $107K
11.4K $1.24M
ALL
Allstate Corp

Financial Services
619
+ 7.52%
$180.99 - $210.18 $112K - $130K
8.85K $1.83M
PAYX
Paychex Inc

Industrials
1.04K
+ 18.69%
$136.06 - $154.52 $141K - $160K
6.59K $1.02M
MDT
Medtronic PLC

Healthcare
1.18K
+ 8.82%
$79.84 - $94.5 $94K - $111K
14.5K $1.3M
DUK
Duke Energy Corp

Utilities
1.06K
+ 15.44%
$105.87 - $121.97 $112K - $129K
7.92K $965K
PLD
Prologis, Inc.

Real Estate
1.96K
+ 328.31%
$103.59 - $124.04 $203K - $243K
2.56K $285K
AEP
American Electric Power CO Inc

Utilities
893
+ 12.47%
$90.32 - $109.27 $80.7K - $97.6K
8.05K $879K
UPS
United Parcel Service Inc

Industrials
2.49K
+ 69.98%
$109.66 - $136.26 $273K - $339K
6.05K $665K
Activity Summary
Buys All Purchases 287 New Holdings 63 Increased Positions 224 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hm Payson & CO Portfolio

Follow Hm Payson & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email