HM PAYSON & CO

CIK 0000928052 · PORTLAND, ME · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

HM PAYSON & CO reported 1,139 positions worth $7.54B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: AAPL (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.54B
2026 Q2
Positions
1,139
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.3%
Est. Net Flow (Q)
2026 Q2
10 / 1139 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$481.9M6.39%1,665,510
2AVGOBROADCOM INCSH$414.8M5.50%1,098,181
3GOOGALPHABET INCSH$394.4M5.23%1,116,350
4MSFTMICROSOFT CORPSH$353.9M4.69%948,625
5LRCXLAM RESEARCH CORPSH$351.4M4.66%810,989
6NVDANVIDIA CORPORATIONSH$348.3M4.62%1,740,693
7AMZNAMAZON COM INCSH$214.6M2.84%900,398
8ASMLASML HLDG NVSH$171.8M2.28%86,363
9VEAVANGUARD TAX-MANAGED FDSSH$157.2M2.08%2,206,221
10ABBVABBVIE INCSH$150.2M1.99%596,837

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HM PAYSON & CO hold as of Q2 2026?

HM PAYSON & CO reported 1139 positions worth $7.54B in its Q2 2026 13F filing. Largest positions: AAPL (6.4%), AVGO (5.5%), GOOG (5.2%), MSFT (4.7%) and LRCX (4.7%).

What did HM PAYSON & CO buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HM PAYSON & CO sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.