Hm Payson & CO Reduced Holdings in Q3 2025

Hm Payson & CO

  • $6.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-69.1K
- 31.69%
$271.18 - $309.22 $18.7M - $21.4M
149K $42M
ACN
Accenture PLC

Technology
-15.4K
- 4.69%
$232.56 - $304.78 $3.57M - $4.68M
312K $76.9M
UNH
Unitedhealth Group Inc

Healthcare
-42.9K
- 88.0%
$237.77 - $353.61 $10.2M - $15.2M
5.85K $2.02M
NXPI
Nxp Semiconductors N.V.

Technology
-106K
- 93.6%
$205.16 - $239.07 $21.8M - $25.4M
7.25K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20.9K
- 8.7%
$459.11 - $506.91 $9.61M - $10.6M
220K $110M
XOM
Exxon Mobil Corp

Energy
-97.7K
- 22.62%
$105.83 - $117.22 $10.3M - $11.5M
334K $37.7M
CVX
Chevron Corp

Energy
-49K
- 23.18%
$145.57 - $161.83 $7.13M - $7.93M
162K $25.2M
V
Visa Inc.

Financial Services
-16.7K
- 4.1%
$332.09 - $358.86 $5.56M - $6.01M
392K $134M
CDW
Cdw Corp

Technology
-44.3K
- 12.35%
$156.97 - $182.84 $6.96M - $8.1M
315K $50.1M
HPQ
Hp Inc

Technology
-231K
- 85.01%
$24.45 - $29.35 $5.65M - $6.78M
40.7K $1.11M
OTIS
Otis Worldwide Corp

Industrials
-41.3K
- 38.61%
$84.93 - $101.07 $3.51M - $4.18M
65.7K $6.01M
TYL
Tyler Technologies Inc

Technology
-1.59K
- 2.52%
$522.22 - $611.76 $831K - $974K
61.6K $32.2M
PG
Procter & Gamble CO

Consumer Defensive
-1.72K
- 0.76%
$150.47 - $161.22 $259K - $277K
225K $34.6M
SPMD
Spdr Portfolio

ETFs
-80K
- 73.26%
$54.43 - $58.29 $4.35M - $4.66M
29.2K $1.67M
AFL
Aflac Inc

Financial Services
-30.5K
- 17.26%
$98.09 - $111.7 $2.99M - $3.41M
146K $16.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-5.39K
- 17.32%
$422.75 - $485.53 $2.28M - $2.62M
25.7K $11.1M
BDX
Becton Dickinson & CO

Healthcare
-4.63K
- 8.96%
$172.41 - $199.66 $798K - $924K
47.1K $8.81M
AGZ
Ishares Agency Bond ETF

ETFs
-26.7K
- 99.76%
$108.74 - $110.41 $2.9M - $2.94M
64 $7K
MRK
Merck & Co., Inc.

Healthcare
-19.8K
- 9.36%
$77.6 - $87.37 $1.53M - $1.73M
191K $16M
TXN
Texas Instruments Inc

Technology
-10.5K
- 12.81%
N/A
71.6K $13.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.69K
- 63.36%
$366.54 - $479.53 $1.35M - $1.77M
2.13K $835K
AZN
Astrazeneca PLC

Healthcare
-22.8K
- 41.13%
$68.72 - $82.11 $1.56M - $1.87M
32.6K $2.5M
DVN
Devon Energy Corp

Energy
-36.9K
- 94.86%
$31.75 - $36.99 $1.17M - $1.37M
2K $70K
WEX
Wex Inc.

Technology
-8.68K
- 23.73%
$149.2 - $176.26 $1.29M - $1.53M
27.9K $4.39M
ADBE
Adobe Inc.

Technology
-3.11K
- 47.1%
$333.65 - $392.1 $1.04M - $1.22M
3.49K $1.23M
DOV
Dover Corp

Industrials
-2.25K
- 2.26%
$165.59 - $190.9 $373K - $430K
97.6K $16.3M
PEP
Pepsico Inc

Consumer Defensive
-1.25K
- 1.1%
$133.81 - $152.16 $168K - $191K
112K $15.8M
PFE
Pfizer Inc

Healthcare
-50.3K
- 9.57%
$23.29 - $25.88 $1.17M - $1.3M
476K $12.1M
CL
Colgate Palmolive CO

Consumer Defensive
-3.23K
- 4.72%
$79.36 - $93.33 $257K - $302K
65.3K $5.22M
CWST
Casella Waste Systems Inc

Industrials
-6.55K
- 25.17%
$86.69 - $114.82 $567K - $751K
19.5K $1.85M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-17.6K
- 61.84%
$63.41 - $69.69 $1.12M - $1.23M
10.9K $743K
NSC
Norfolk Southern Corp

Industrials
-6.25K
- 42.5%
$259.49 - $300.41 $1.62M - $1.88M
8.45K $2.54M
AMT
American Tower Corp

Real Estate
-98
- 0.29%
$192.32 - $232.35 $18.8K - $22.8K
33.8K $6.5M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-8.63K
- 15.29%
$99.12 - $99.52 $856K - $859K
47.8K $4.76M
UNP
Union Pacific Corp

Industrials
-3.49K
- 16.2%
$214.91 - $237.16 $749K - $827K
18K $4.26M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.94K
- 86.08%
$131.78 - $176.09 $519K - $693K
637 $85K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.7K
- 25.22%
$108.46 - $120.63 $1.27M - $1.41M
34.7K $4.13M
VGT
Vanguard Information Technolog

ETFs
-1.54K
- 67.56%
$656.44 - $753.15 $1.01M - $1.16M
739 $551K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-19.3K
- 90.31%
$25.5 - $35.2 $491K - $678K
2.07K $52K
APD
Air Products & Chemicals, Inc.

Basic Materials
-804
- 3.92%
$265.78 - $299.3 $214K - $241K
19.7K $5.38M
KO
Coca Cola CO

Consumer Defensive
-1.03K
- 1.07%
$65.67 - $71.67 $67.8K - $74K
95.7K $6.34M
ADP
Automatic Data Processing Inc

Industrials
-224
- 0.53%
$288.69 - $310.94 $64.7K - $69.7K
41.8K $12.3M
CARR
Carrier Global Corp

Industrials
-3.79K
- 4.29%
$58.75 - $80.73 $223K - $306K
84.6K $5.05M
ABT
Abbott Laboratories

Healthcare
-7.75K
- 1.98%
$120.51 - $136.62 $933K - $1.06M
384K $51.4M
PPG
Ppg Industries Inc

Basic Materials
-4.28K
- 26.11%
$103.65 - $119.07 $443K - $509K
12.1K $1.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.94K
- 53.48%
$72.57 - $74.72 $504K - $519K
6.04K $449K
SHW
Sherwin Williams CO

Basic Materials
-1.16K
- 5.72%
$330.88 - $375.23 $385K - $437K
19.2K $6.65M
IT
Gartner Inc

Technology
-29
- 1.07%
$225.98 - $406.7 $6.55K - $11.8K
2.68K $703K
CB
Chubb LTD

Financial Services
-894
- 9.75%
$265.99 - $289.59 $238K - $259K
8.28K $2.34M
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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