HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
MS holding history
Morgan Stanley 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.
MS overviewAll 13F holders of MSFull Q2 2026 holdings
- Shares (Q2 2026)
- 72,349
- Value
- $15.1M
- % of portfolio
- 0.2%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 72,349 | $15.1M | 0.2% | +62,846+661.3% | Added | Holders |
| Q1 2026 | 9,503 | $1.56M | <0.1% | +1,413+17.5% | Added | Holders |
| Q4 2025 | 8,090 | $1.44M | <0.1% | −612−7.0% | Reduced | Holders |
| Q3 2025 | 8,702 | $1.38M | <0.1% | +213+2.5% | Added | Holders |
| Q2 2025 | 8,489 | $1.20M | <0.1% | +449+5.6% | Added | Holders |
| Q1 2025 | 8,040 | $938.0K | <0.1% | +783+10.8% | Added | Holders |
| Q4 2024 | 7,257 | $912.4K | <0.1% | −53−0.7% | Reduced | Holders |
| Q3 2024 | 7,310 | $762.0K | <0.1% | +1,439+24.5% | Added | Holders |
| Q2 2024 | 5,871 | $570.6K | <0.1% | −230−3.8% | Reduced | Holders |
| Q1 2024 | 6,101 | $574.5K | <0.1% | −421−6.5% | Reduced | Holders |
| Q4 2023 | 6,522 | $608.2K | <0.1% | −400−5.8% | Reduced | Holders |
| Q3 2023 | 6,922 | $565.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 6,922 | $591.1K | <0.1% | −230−3.2% | Reduced | Holders |
| Q1 2023 | 7,152 | $627.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,152 | $608.1K | <0.1% | +115+1.6% | Added | Holders |
| Q3 2022 | 7,037 | $556.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 7,037 | $535.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 7,037 | $615.0K | <0.1% | −28−0.4% | Reduced | Holders |
| Q4 2021 | 7,065 | $694.0K | <0.1% | +1,816+34.6% | Added | Holders |
| Q3 2021 | 5,249 | $511.0K | <0.1% | +355+7.3% | Added | Holders |
| Q2 2021 | 4,894 | $449.0K | <0.1% | −51−1.0% | Reduced | Holders |
| Q1 2021 | 4,945 | $384.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.