HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
FDS holding history
Factset Research Systems Inc in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FDS overviewAll 13F holders of FDSFull Q2 2026 holdings
- Shares (Q2 2026)
- 541
- Value
- $124.5K
- % of portfolio
- <0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 541 | $124.5K | <0.1% | −200−27.0% | Reduced | Holders |
| Q1 2026 | 741 | $160.8K | <0.1% | −150−16.8% | Reduced | Holders |
| Q4 2025 | 891 | $258.6K | <0.1% | −75−7.8% | Reduced | Holders |
| Q3 2025 | 966 | $276.8K | <0.1% | −150−13.4% | Reduced | Holders |
| Q2 2025 | 1,116 | $499.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,116 | $507.4K | <0.1% | −172−13.4% | Reduced | Holders |
| Q4 2024 | 1,288 | $618.6K | <0.1% | −1−0.1% | Reduced | Holders |
| Q3 2024 | 1,289 | $592.7K | <0.1% | +151+13.3% | Added | Holders |
| Q2 2024 | 1,138 | $464.6K | <0.1% | +20+1.8% | Added | Holders |
| Q1 2024 | 1,118 | $508.0K | <0.1% | +70+6.7% | Added | Holders |
| Q4 2023 | 1,048 | $499.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,048 | $458.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,048 | $419.9K | <0.1% | −50−4.6% | Reduced | Holders |
| Q1 2023 | 1,098 | $455.8K | <0.1% | −8−0.7% | Reduced | Holders |
| Q4 2022 | 1,106 | $443.7K | <0.1% | −42−3.7% | Reduced | Holders |
| Q3 2022 | 1,148 | $459.0K | <0.1% | −251−17.9% | Reduced | Holders |
| Q2 2022 | 1,399 | $538.0K | <0.1% | +1+0.1% | Added | Holders |
| Q1 2022 | 1,398 | $607.0K | <0.1% | +152+12.2% | Added | Holders |
| Q4 2021 | 1,246 | $606.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 1,246 | $492.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 1,246 | $418.0K | <0.1% | +176+16.4% | Added | Holders |
| Q1 2021 | 1,070 | $330.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.