Hm Payson & CO Purchases in Q3 2024

Hm Payson & CO

  • $5.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
50.9K
+ 3.0%
$207.23 - $234.82 $10.6M - $12M
1.75M $408M
AMZN
Amazon Com Inc

Consumer Cyclical
247K
+ 45.94%
$161.02 - $200.0 $39.8M - $49.4M
785K $146M
HUBB
Hubbell Inc

Industrials
66.8K
+ 88.22%
$355.55 - $428.48 $23.7M - $28.6M
143K $61M
CAT
Caterpillar Inc

Industrials
76.3K
+ 140.06%
$316.8 - $391.12 $24.2M - $29.8M
131K $51.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
466K
+ 339.08%
$60.84 - $67.51 $28.4M - $31.5M
604K $40.8M
NVT
N Vent Electric PLC

Industrials
438K
+ 109496.5%
$60.72 - $81.19 $26.6M - $35.6M
438K $30.8M
AVGO
Broadcom Inc.

Technology
1.39M
+ 899.93%
$136.27 - $1745.86 $189M - $2.42B
1.54M $266M
ABBV
Abb Vie Inc.

Healthcare
8.59K
+ 1.51%
$163.84 - $199.33 $1.41M - $1.71M
578K $114M
ACN
Accenture PLC

Technology
1.12K
+ 0.36%
$295.44 - $355.81 $330K - $398K
308K $109M
META
Meta Platforms, Inc.

Communication Services
7.26K
+ 4.4%
$453.41 - $572.44 $3.29M - $4.15M
172K $98.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
72K
+ 189.61%
$162.83 - $179.16 $11.7M - $12.9M
110K $19.7M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
540K
+ 4935.95%
$21.96 - $22.69 $11.9M - $12.2M
551K $12.5M
LOW
Lowes Companies Inc

Consumer Cyclical
2.32K
+ 1.09%
$213.3 - $270.78 $495K - $629K
216K $58.4M
LHX
L3 Harris Technologies, Inc.

Industrials
17.8K
+ 4.07%
$221.96 - $243.27 $3.95M - $4.33M
454K $108M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
352K
+ 2504.42%
$23.63 - $24.42 $8.32M - $8.6M
366K $8.93M
AME
Ametek Inc

Industrials
19.9K
+ 3.92%
$152.74 - $176.01 $3.04M - $3.5M
527K $90.5M
TYL
Tyler Technologies Inc

Technology
768
+ 1.23%
$499.52 - $595.46 $384K - $457K
63.1K $36.8M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
171K
+ 5.17%
$22.55 - $23.1 $3.87M - $3.96M
3.49M $80.4M
MRK
Merck & Co., Inc.

Healthcare
93.4K
+ 16.76%
$111.15 - $128.97 $10.4M - $12M
651K $73.9M
AZN
Astrazeneca PLC

Healthcare
61.8K
+ 1666.35%
$76.67 - $87.62 $4.74M - $5.42M
65.5K $5.1M
OTIS
Otis Worldwide Corp

Industrials
2.67K
+ 0.47%
$91.43 - $104.43 $244K - $279K
570K $59.2M
WMT
Walmart Inc.

Consumer Defensive
4.8K
+ 1.71%
$66.91 - $81.4 $321K - $390K
285K $23M
RTX
Raytheon Technologies Corp

Industrials
210
+ 0.11%
$99.55 - $123.34 $20.9K - $25.9K
187K $22.7M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
132K
+ 3.55%
$23.13 - $23.43 $3.05M - $3.09M
3.85M $90.1M
JPM
Jpmorgan Chase & CO

Financial Services
3.67K
+ 1.13%
$194.9 - $224.8 $716K - $825K
330K $69.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
149K
+ 10.67%
$23.75 - $23.75 $3.54M - $3.54M
1.55M $36.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
80.7K
+ 3.01%
$24.78 - $25.11 $2M - $2.03M
2.76M $69.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17K
+ 31.54%
$114.73 - $120.23 $1.95M - $2.04M
70.9K $8.48M
VGSH
Vanguard

ETFs
34.7K
+ 28.88%
$57.74 - $59.13 $2M - $2.05M
155K $9.14M
PG
Procter & Gamble CO

Consumer Defensive
428
+ 0.19%
$160.76 - $177.82 $68.8K - $76.1K
229K $39.6M
DOV
Dover Corp

Industrials
4.86K
+ 5.59%
$172.5 - $193.03 $839K - $938K
91.8K $17.6M
ADP
Automatic Data Processing Inc

Industrials
105
+ 0.25%
$233.44 - $279.45 $24.5K - $29.3K
41.4K $11.4M
CARR
Carrier Global Corp

Industrials
314
+ 0.35%
$61.9 - $80.88 $19.4K - $25.4K
90.3K $7.27M
XOM
Exxon Mobil Corp

Energy
5.74K
+ 1.7%
$109.72 - $119.0 $629K - $683K
343K $40.2M
CDW
Cdw Corp

Technology
1.64K
+ 0.42%
$206.67 - $239.84 $338K - $392K
392K $88.7M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
20.2K
+ 15.21%
$38.03 - $42.06 $767K - $848K
153K $6.39M
NEE
Nextera Energy Inc

Utilities
2.66K
+ 4.54%
$69.9 - $84.97 $186K - $226K
61.2K $5.17M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.9K
New
$94.31 - $103.26 $934K - $1.02M
9.9K $1.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10K
New
$100.3 - $100.74 $1M - $1.01M
10K $1.01M
WMS
Advanced Drainage Systems, Inc.

Industrials
6.09K
+ 3042.5%
$140.18 - $178.56 $853K - $1.09M
6.29K $987K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.27K
+ 10.07%
$105.53 - $118.34 $450K - $505K
46.6K $5.45M
KO
Coca Cola CO

Consumer Defensive
308
+ 0.33%
$62.69 - $73.01 $19.3K - $22.5K
93.3K $6.71M
ITW
Illinois Tool Works Inc

Industrials
98
+ 0.41%
$233.14 - $263.97 $22.8K - $25.9K
24.2K $6.35M
TT
Trane Technologies PLC

Industrials
17
+ 0.19%
$314.21 - $388.71 $5.34K - $6.61K
9.2K $3.58M
DGRO
Ishares Core Dividend Growth E

ETFs
7.77K
+ 143.51%
$57.47 - $62.76 $446K - $487K
13.2K $826K
HAS
Hasbro, Inc.

Consumer Cyclical
596
+ 1.87%
$56.54 - $72.32 $33.7K - $43.1K
32.5K $2.35M
IEFA
Ishares Tr

ETFs
5.35K
+ 79.1%
$70.09 - $78.74 $375K - $422K
12.1K $946K
TSLA
Tesla, Inc.

Consumer Cyclical
662
+ 16.71%
$191.76 - $263.26 $127K - $174K
4.62K $1.21M
CB
Chubb LTD

Financial Services
555
+ 6.94%
$252.51 - $292.2 $140K - $162K
8.55K $2.47M
Activity Summary
Buys All Purchases 502 New Holdings 197 Increased Positions 305 Sells All Sells 265 Reductions 264 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Hm Payson & CO Portfolio

Follow Hm Payson & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email