HM Payson & Co

SEC CIK: 0000928052
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WEX holding history

WEX 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.

WEX overview All 13F holders of WEX Full Q2 2026 holdings

Shares (Q2 2026): 29,500
Value: $4.16M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WEX by HM Payson & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,500	$4.16M	0.1%	+1,808+6.5%	Added	Holders
Q1 2026	27,692	$4.24M	0.1%	−1,000−3.5%	Reduced	Holders
Q4 2025	28,692	$4.27M	0.1%	+815+2.9%	Added	Holders
Q3 2025	27,877	$4.39M	0.1%	00.0%	Unchanged	Holders
Q2 2025	27,877	$4.09M	0.1%	−8,675−23.7%	Reduced	Holders
Q1 2025	36,552	$5.74M	0.1%	−25,277−40.9%	Reduced	Holders
Q4 2024	61,829	$10.8M	0.2%	−87,512−58.6%	Reduced	Holders
Q3 2024	149,341	$31.3M	0.5%	+56,775+61.3%	Added	Holders
Q2 2024	92,566	$16.4M	0.3%	−76,664−45.3%	Reduced	Holders
Q1 2024	169,230	$40.2M	0.7%	+7,733+4.8%	Added	Holders
Q4 2023	161,497	$31.4M	0.7%	+29,417+22.3%	Added	Holders
Q3 2023	132,080	$24.8M	0.6%	+100,120+313.3%	Added	Holders
Q2 2023	31,960	$5.82M	0.1%	+125+0.4%	Added	Holders
Q1 2023	31,835	$5.85M	0.1%	+3,973+14.3%	Added	Holders
Q4 2022	27,862	$4.56M	0.1%	+7,018+33.7%	Added	Holders
Q3 2022	20,844	$2.65M	0.1%	+925+4.6%	Added	Holders
Q2 2022	19,919	$3.10M	0.1%	−100−0.5%	Reduced	Holders
Q1 2022	20,019	$3.57M	0.1%	−1,400−6.5%	Reduced	Holders
Q4 2021	21,419	$3.01M	0.1%	−2,348−9.9%	Reduced	Holders
Q3 2021	23,767	$4.19M	0.1%	−200−0.8%	Reduced	Holders
Q2 2021	23,967	$4.65M	0.1%	+3,730+18.4%	Added	Holders
Q1 2021	20,237	$4.23M	0.1%	–	–	Holders

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