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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

MORN holding history

Morningstar, 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.

MORN overviewAll 13F holders of MORNFull Q2 2026 holdings

Shares (Q2 2026)
1,600
Value
$249.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MORN by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,600$249.6K<0.1%+900+128.6%AddedHolders
Q1 2026700$118.3K<0.1%+100+16.7%AddedHolders
Q4 2025600$130.4K<0.1%00.0%UnchangedHolders
Q3 2025600$139.2K<0.1%00.0%UnchangedHolders
Q2 2025600$188.4K<0.1%00.0%UnchangedHolders
Q1 2025600$179.9K<0.1%00.0%UnchangedHolders
Q4 2024600$202.1K<0.1%00.0%UnchangedHolders
Q3 2024600$191.5K<0.1%00.0%UnchangedHolders
Q2 2024600$177.5K<0.1%00.0%UnchangedHolders
Q1 2024600$185.0K<0.1%−200−25.0%ReducedHolders
Q4 2023800$229.0K<0.1%00.0%UnchangedHolders
Q3 2023800$187.4K<0.1%00.0%UnchangedHolders
Q2 2023800$156.9K<0.1%−200−20.0%ReducedHolders
Q1 20231,000$203.0K<0.1%−100−9.1%ReducedHolders
Q4 20221,100$238.2K<0.1%00.0%UnchangedHolders
Q3 20221,100$234.0K<0.1%−150−12.0%ReducedHolders
Q2 20221,250$302.0K<0.1%−100−7.4%ReducedHolders
Q1 20221,350$369.0K<0.1%00.0%UnchangedHolders
Q4 20211,350$462.0K<0.1%00.0%UnchangedHolders
Q3 20211,350$350.0K<0.1%00.0%UnchangedHolders
Q2 20211,350$347.0K<0.1%00.0%UnchangedHolders
Q1 20211,350$304.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.