Hm Payson & CO Incresed Positions in Q3 2025

Hm Payson & CO

  • $6.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
90.6K
+ 10.87%
$491.09 - $535.64 $44.5M - $48.5M
924K $479M
NVDA
Nvidia Corp

Technology
184K
+ 11.71%
$153.3 - $186.58 $28.2M - $34.3M
1.75M $327M
JPM
Jpmorgan Chase & CO

Financial Services
71.8K
+ 18.8%
$282.78 - $316.06 $20.3M - $22.7M
454K $143M
META
Meta Platforms, Inc.

Communication Services
16.9K
+ 9.34%
$695.21 - $791.73 $11.7M - $13.4M
198K $145M
CSL
Carlisle Companies Inc

Industrials
118K
+ 117710.0%
$327.52 - $435.11 $38.6M - $51.2M
118K $38.8M
AMZN
Amazon Com Inc

Consumer Cyclical
52.9K
+ 6.08%
$211.65 - $238.24 $11.2M - $12.6M
923K $203M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.34M
+ 24.54%
$22.36 - $22.52 $30M - $30.2M
6.8M $153M
RSP
Invesco S&P 500 Equal Weight E

ETFs
147K
+ 126.14%
$181.56 - $190.33 $26.7M - $28M
264K $50M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
251K
+ 55.98%
$72.65 - $78.68 $18.3M - $19.8M
700K $54.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
804K
+ 29.18%
N/A
3.56M $84.5M
WFC
Wells Fargo & Company

Financial Services
174K
+ 393.39%
$77.05 - $85.16 $13.4M - $14.8M
219K $18.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
35.3K
+ 20.07%
$404.94 - $499.99 $14.3M - $17.6M
211K $102M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
626K
+ 13.85%
$23.29 - $23.38 $14.6M - $14.6M
5.14M $120M
AZO
Autozone Inc

Consumer Cyclical
742
+ 3.21%
$3649.42 - $4354.54 $2.71M - $3.23M
23.9K $102M
AME
Ametek Inc

Industrials
27.9K
+ 5.18%
$176.44 - $192.03 $4.92M - $5.35M
565K $106M
HD
Home Depot, Inc.

Consumer Cyclical
8.11K
+ 3.08%
$357.4 - $423.42 $2.9M - $3.43M
272K $110M
LLY
Eli Lilly & CO

Healthcare
18.7K
+ 87.59%
$625.65 - $812.69 $11.7M - $15.2M
40K $30.5M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
72.7K
+ 81.41%
$126.64 - $135.65 $9.21M - $9.86M
162K $22M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
383K
+ 11.95%
$24.14 - $24.34 $9.24M - $9.31M
3.59M $87.3M
ETN
Eaton Corp PLC

Industrials
21.2K
+ 684.17%
$342.99 - $392.76 $7.27M - $8.32M
24.3K $9.09M
VIG
Vanguard Dividend Appreciation

ETFs
41.1K
+ 158.36%
N/A
67K $12.2M
DE
Deere & CO

Industrials
16.4K
+ 52.69%
$457.26 - $524.37 $7.49M - $8.59M
47.4K $21.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
220K
+ 6.69%
$25.09 - $25.19 $5.52M - $5.54M
3.51M $88.4M
IBM
International Business Machines Corp

Technology
11.1K
+ 14.64%
$234.77 - $292.47 $2.6M - $3.24M
86.8K $24.5M
IDXX
Idexx Laboratories Inc

Healthcare
290
+ 1.33%
$514.61 - $682.78 $149K - $198K
22.1K $14.1M
DHR
Danaher Corp

Healthcare
28.8K
+ 20.59%
$181.46 - $212.2 $5.23M - $6.11M
169K $33.4M
FISV
Fiserv Inc

Technology
36.2K
+ 82.87%
N/A
79.9K $10M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
78.5K
+ 490.69%
$52.55 - $54.37 $4.13M - $4.27M
94.5K $5.11M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
83.5K
+ 1089.41%
$42.26 - $47.16 $3.53M - $3.94M
91.2K $4.22M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
26.7K
+ 37.69%
$117.65 - $120.08 $3.14M - $3.21M
97.6K $11.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
74.3K
+ 67.23%
$33.26 - $34.01 $2.47M - $2.53M
185K $6.27M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
109K
+ 861.65%
$23.13 - $23.54 $2.52M - $2.57M
122K $2.86M
IEF
Ishares Barclays

ETFs
21.5K
+ 50.89%
$93.91 - $97.26 $2.02M - $2.1M
63.9K $6.16M
MMM
3 M CO

Industrials
10.7K
+ 43.52%
$144.41 - $160.2 $1.55M - $1.72M
35.4K $5.49M
PM
Philip Morris International Inc.

Consumer Defensive
10K
+ 24.16%
$157.77 - $183.27 $1.58M - $1.84M
51.5K $8.35M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
77K
+ 3407.66%
$22.19 - $22.44 $1.71M - $1.73M
79.2K $1.77M
COF
Capital One Financial Corp

Financial Services
4.99K
+ 65.79%
$207.29 - $229.74 $1.03M - $1.15M
12.6K $2.67M
PSX
Phillips 66

Energy
5.77K
+ 15.73%
$118.37 - $139.46 $683K - $805K
42.5K $5.78M
NVS
Novartis Ag

Healthcare
9.15K
+ 222.52%
$113.5 - $129.73 $1.04M - $1.19M
13.3K $1.7M
KMB
Kimberly Clark Corp

Consumer Defensive
10.4K
+ 106.52%
$121.72 - $136.77 $1.27M - $1.42M
20.2K $2.51M
TSLA
Tesla, Inc.

Consumer Cyclical
216
+ 4.29%
$293.94 - $444.72 $63.5K - $96.1K
5.25K $2.34M
NFLX
Netflix Inc

Communication Services
359
+ 16.54%
$1147.87 - $1297.18 $412K - $466K
2.53K $3.03M
ED
Consolidated Edison Inc

Utilities
9.89K
+ 755.31%
$95.57 - $105.36 $945K - $1.04M
11.2K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.94K
+ 14.04%
$49.43 - $54.52 $392K - $433K
64.5K $3.49M
IVV
Ishares Core S&P 500 ETF

ETFs
225
+ 3.22%
$620.67 - $670.08 $140K - $151K
7.21K $4.82M
EMR
Emerson Electric CO

Industrials
671
+ 1.82%
$128.6 - $149.63 $86.3K - $100K
37.5K $4.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.38K
+ 55.91%
$132.9 - $142.03 $716K - $765K
15K $2.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.62K
+ 19.41%
$78.96 - $80.04 $760K - $770K
59.2K $4.73M
SHEL
Shell PLC

Energy
10K
+ 266.33%
$69.82 - $73.93 $699K - $740K
13.8K $985K
Activity Summary
Buys All Purchases 440 New Holdings 149 Increased Positions 291 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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