SEC 13F Intelligence

Managers / Q3 2019 · view latest →

HM PAYSON & CO

CIK 0000928052 · ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME, 04101 · 2077723761

Reported Value
$2.8B
Q3 2019
Positions
979
Filings on Record
30
2019–present window
Filed
Nov 12, 2019
original filing

Summary

Hm Payson & Co reported $2.8B in U.S.-listed holdings across 979 positions for Q3 2019.

Its largest position, AAPL, represents 4.1% of the portfolio.

Compared with Q2 2019, the fund opened 59 new positions and exited 63.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $34MQ4 ’18Q2 ’19: $2.8BQ3 ’19: $2.8BQ4 ’19: $3.1BQ2 ’20: $3.0BQ2 ’20Q4 ’20: $3.2BQ1 ’21: $3.6BQ2 ’21: $4.1BQ3 ’21: $4.1BQ3 ’21Q4 ’21: $4.6BQ1 ’22: $4.4BQ2 ’22: $3.9BQ3 ’22: $3.6BQ3 ’22Q4 ’22: $4.02TQ1 ’23: $4.2BQ2 ’23: $4.5BQ3 ’23: $4.3BQ3 ’23Q4 ’23: $4.8BQ2 ’24: $5.5BQ3 ’24: $5.8BQ4 ’24: $5.9BQ4 ’24Q1 ’25: $5.7BQ3 ’25: $6.3BQ4 ’25: $7.1BQ1 ’26: $6.9BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$6.9B1,600Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.1B1,606Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.3B1,385Oct 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.7B1,446Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.9B1,462Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.8B1,617Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.5B1,373Aug 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.8B1,261Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.3B1,314Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.5B1,213Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.2B1,137Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$4.02T934Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.6B1,009Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.9B1,101Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$4.4B1,075May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$4.6B1,095Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.1B1,111Nov 30, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.1B1,116Aug 17, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.6B1,093Mar 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.2B1,049Dec 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.0B879Aug 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.1B965Feb 18, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.8B979Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.8B981Aug 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$34M151Feb 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.