Hm Payson & CO Reduced Holdings in Q1 2025

Hm Payson & CO

  • $5.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-94.4K
- 6.18%
$167.43 - $244.7 $15.8M - $23.1M
1.43M $240M
OTIS
Otis Worldwide Corp

Industrials
-461K
- 81.15%
$90.77 - $104.01 $41.8M - $47.9M
107K $11M
ADBE
Adobe Inc.

Technology
-52.5K
- 88.83%
$377.84 - $464.11 $19.8M - $24.3M
6.6K $2.53M
GOOGL
Alphabet Inc.

Communication Services
-2.92K
- 0.58%
$154.33 - $206.19 $451K - $602K
502K $77.6M
DHI
Horton D R Inc

Consumer Cyclical
-99.9K
- 35.41%
$125.29 - $147.65 $12.5M - $14.8M
182K $23.2M
MRK
Merck & Co., Inc.

Healthcare
-106K
- 33.48%
$83.01 - $101.02 $8.81M - $10.7M
211K $18.9M
CDW
Cdw Corp

Technology
-2.78K
- 0.77%
$160.26 - $206.13 $445K - $573K
359K $57.5M
WEX
Wex Inc.

Technology
-25.3K
- 40.88%
$148.29 - $186.78 $3.75M - $4.72M
36.6K $5.74M
NXPI
Nxp Semiconductors N.V.

Technology
-12.3K
- 9.8%
$189.99 - $245.86 $2.34M - $3.03M
113K $21.6M
DHR
Danaher Corp

Healthcare
-2.62K
- 1.83%
$201.62 - $250.59 $527K - $655K
140K $28.7M
HPQ
Hp Inc

Technology
-55.5K
- 16.96%
$27.69 - $34.72 $1.54M - $1.93M
272K $7.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-305
- 0.41%
$165.25 - $224.62 $50.4K - $68.5K
74K $12.3M
PII
Polaris Inc.

Consumer Cyclical
-21.6K
- 40.19%
$40.9 - $58.36 $882K - $1.26M
32.1K $1.31M
PFE
Pfizer Inc

Healthcare
-38.8K
- 6.87%
$25.01 - $27.13 $970K - $1.05M
526K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 0.02%
$551.42 - $612.93 $6.07K - $6.74K
60.5K $33.8M
DEO
Diageo PLC

Consumer Defensive
-5.99K
- 16.72%
$104.79 - $126.12 $628K - $756K
29.8K $3.13M
ISRG
Intuitive Surgical Inc

Healthcare
-1.88K
- 21.86%
$476.63 - $610.45 $894K - $1.15M
6.71K $3.32M
CSX
Csx Corp

Industrials
-5.66K
- 1.64%
$29.11 - $33.67 $165K - $191K
340K $10M
PEP
Pepsico Inc

Consumer Defensive
-5.26K
- 4.42%
$142.64 - $156.42 $750K - $823K
114K $17.1M
NKE
Nike, Inc.

Consumer Cyclical
-3.63K
- 5.83%
$63.29 - $81.72 $230K - $297K
58.7K $3.73M
UNH
Unitedhealth Group Inc

Healthcare
-3.61K
- 6.89%
$461.52 - $548.18 $1.66M - $1.98M
48.7K $25.5M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-7.94K
- 4.94%
$37.84 - $44.02 $300K - $349K
153K $5.86M
PH
Parker Hannifin Corp

Industrials
-1
- -0.0%
$591.65 - $707.05 $592 - $707
29.5K $17.9M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-6.6K
- 34.98%
$94.32 - $110.46 $623K - $729K
12.3K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-178
- 3.41%
$222.15 - $428.22 $39.5K - $76.2K
5.04K $1.31M
VUG
Vanguard Growth ETF

ETFs
-1.83K
- 66.17%
$369.1 - $427.61 $674K - $781K
934 $346K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.14K
- 4.41%
$102.49 - $119.96 $219K - $257K
46.4K $4.86M
UL
Unilever PLC

Consumer Defensive
-11.5K
- 38.28%
$54.72 - $60.29 $629K - $693K
18.5K $1.1M
EMR
Emerson Electric CO

Industrials
-15
- 0.04%
$108.64 - $131.17 $1.63K - $1.97K
36.8K $4.04M
CARR
Carrier Global Corp

Industrials
-1.4K
- 1.55%
$62.07 - $70.55 $86.6K - $98.4K
88.4K $5.6M
LMT
Lockheed Martin Corp

Industrials
-239
- 2.43%
$423.19 - $506.29 $101K - $121K
9.58K $4.28M
INTC
Intel Corp

Technology
-33.7K
- 32.34%
$19.1 - $27.39 $644K - $924K
70.6K $1.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.85K
- 6.48%
$57.21 - $65.8 $220K - $253K
55.5K $3.24M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.3K
- 22.13%
$161.05 - $222.93 $209K - $290K
4.58K $839K
IVV
Ishares Core S&P 500 ETF

ETFs
-450
- 6.06%
$554.06 - $615.85 $249K - $277K
6.98K $3.92M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.54K
- 11.07%
$58.81 - $68.2 $208K - $241K
28.4K $1.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-743
- 2.41%
$114.9 - $139.6 $85.4K - $104K
30.1K $3.54M
DIS
Walt Disney CO

Communication Services
-770
- 3.44%
$96.87 - $114.0 $74.6K - $87.8K
21.6K $2.13M
CMCSA
Comcast Corp

Communication Services
-8.72K
- 18.83%
$33.19 - $38.23 $289K - $333K
37.6K $1.39M
STT
State Street Corp

Financial Services
-1.74K
- 7.71%
$84.47 - $102.23 $147K - $178K
20.8K $1.86M
AZTA
Azenta, Inc.

Healthcare
-950
- 4.78%
$34.61 - $54.75 $32.9K - $52K
18.9K $655K
GRMN
Garmin LTD

Technology
-1.7K
- 32.59%
$204.55 - $241.93 $348K - $411K
3.52K $763K
TEX
Terex Corp

Industrials
-6.28K
- 79.85%
$37.65 - $48.97 $237K - $308K
1.59K $59K
TGT
Target Corp

Consumer Defensive
-146
- 1.56%
$103.65 - $142.5 $15.1K - $20.8K
9.2K $960K
BAX
Baxter International Inc

Healthcare
-10.9K
- 73.42%
$29.26 - $36.57 $319K - $399K
3.95K $135K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.72K
- 62.89%
$156.61 - $168.02 $269K - $288K
1.01K $162K
CWST
Casella Waste Systems Inc

Industrials
-4K
- 13.33%
$104.2 - $115.86 $417K - $463K
26K $2.9M
SCCO
Southern Copper Corp

Basic Materials
-3K
- 93.6%
$85.92 - $101.48 $258K - $304K
205 $19K
IEFA
Ishares Tr

ETFs
-4.77K
- 28.91%
$69.57 - $78.65 $332K - $375K
11.7K $887K
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
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