HM Payson & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $482M | Sell |
1,665,510
-27,295
| -2% | -$7.81M | 6.39% | 1 |
|
|
2026
Q1 | $430M | Sell |
1,692,805
-71,728
| -4% | -$18.7M | 6.2% | 1 |
|
|
2025
Q4 | $480M | Sell |
1,764,533
-12,867
| -0.7% | -$3.45M | 6.77% | 1 |
|
|
2025
Q3 | $453M | Sell |
1,777,400
-8,989
| -0.5% | -$2.03M | 6.51% | 2 |
|
|
2025
Q2 | $367M | Buy |
1,786,389
+4,220
| +0.2% | +$852K | 5.8% | 3 |
|
|
2025
Q1 | $396M | Buy |
1,782,169
+7,874
| +0.4% | +$1.82M | 6.95% | 1 |
|
|
2024
Q4 | $444M | Buy |
1,774,295
+23,662
| +1% | +$5.58M | 7.54% | 1 |
|
|
2024
Q3 | $408M | Buy |
1,750,633
+50,946
| +3% | +$11.4M | 6.99% | 1 |
|
|
2024
Q2 | $358M | Buy |
1,699,687
+25,894
| +2% | +$4.83M | 6.5% | 1 |
|
|
2024
Q1 | $287M | Sell |
1,673,793
-55,530
| -3% | -$10.1M | 5.33% | 2 |
|
|
2023
Q4 | $333M | Buy |
1,729,323
+87,511
| +5% | +$16.2M | 6.9% | 1 |
|
|
2023
Q3 | $281M | Sell |
1,641,812
-4,781
| -0.3% | -$877K | 6.59% | 1 |
|
|
2023
Q2 | $319M | Sell |
1,646,593
-1,984
| -0.1% | -$346K | 7.17% | 1 |
|
|
2023
Q1 | $272M | Sell |
1,648,577
-3,549
| -0.2% | -$524K | 6.52% | 1 |
|
|
2022
Q4 | $215M | Sell |
1,652,126
-7,975
| -0.5% | -$1.14M | 5.35% | 1 |
|
|
2022
Q3 | $229M | Buy |
1,660,101
+18,647
| +1% | +$2.93M | 6.3% | 1 |
|
|
2022
Q2 | $224M | Buy |
1,641,454
+90,888
| +6% | +$13.8M | 5.75% | 1 |
|
|
2022
Q1 | $271M | Sell |
1,550,566
-8,387
| -0.5% | -$1.41M | 6.16% | 1 |
|
|
2021
Q4 | $277M | Buy |
1,558,953
+17,231
| +1% | +$2.72M | 6.02% | 1 |
|
|
2021
Q3 | $218M | Sell |
1,541,722
-8,004
| -0.5% | -$1.18M | 5.31% | 1 |
|
|
2021
Q2 | $212M | Sell |
1,549,726
-48,072
| -3% | -$6.23M | 5.17% | 1 |
|
|
2021
Q1 | $195M | Sell |
1,597,798
-295,987
| -16% | -$38M | 5.2% | 1 |
|
|
2020
Q4 | $251M | Sell |
1,893,785
-12,568
| -0.7% | -$1.51M | 6.94% | 1 |
|
|
2020
Q3 | $221M | Sell |
1,906,353
-7,799
| -0.4% | -$851K | 6.8% | 1 |
|
|
2020
Q2 | $175M | Buy |
1,914,152
+6,320
| +0.3% | +$490K | 5.85% | 1 |
|
|
2020
Q1 | $121M | Sell |
1,907,832
-92,924
| -5% | -$6.83M | 4.77% | 2 |
|
|
2019
Q4 | $147M | Sell |
2,000,756
-72,032
| -3% | -$4.63M | 4.72% | 1 |
|
|
2019
Q3 | $116M | Sell |
2,072,788
-1,356
| -0.1% | -$70.9K | 4.09% | 1 |
|
|
2019
Q2 | $103M | Sell |
2,074,144
-129,732
| -6% | -$6.32M | 3.68% | 2 |
|
|
2019
Q1 | $105M | Buy |
2,203,876
+2,179,560
| +8,963% | +$92.5M | 4% | 1 |
|
|
2018
Q4 | $959K | Sell |
24,316
-1,590,084
| -98% | -$77.1M | 2.81% | 5 |
|
|
2018
Q3 | $91.1M | Sell |
1,614,400
-370,200
| -19% | -$19.3M | 4.08% | 1 |
|
|
2018
Q2 | $91.8M | Buy |
1,984,600
+66,344
| +3% | +$3.01M | 3.92% | 1 |
|
|
2018
Q1 | $80.5M | Buy |
1,918,256
+276
| +0% | +$11.9K | 3.32% | 1 |
|
|
2017
Q4 | $81.1M | Sell |
1,917,980
-30,396
| -2% | -$1.27M | 3.26% | 2 |
|
|
2017
Q3 | $75.1M | Sell |
1,948,376
-15,928
| -0.8% | -$618K | 3.23% | 1 |
|
|
2017
Q2 | $70.7M | Sell |
1,964,304
-196,844
| -9% | -$7.28M | 3.19% | 3 |
|
|
2017
Q1 | $77.6M | Buy |
2,161,148
+25,308
| +1% | +$833K | 3.54% | 1 |
|
|
2016
Q4 | $61.8M | Buy |
2,135,840
+15,336
| +0.7% | +$435K | 2.95% | 3 |
|
|
2016
Q3 | $59.9M | Buy |
2,120,504
+28,480
| +1% | +$754K | 2.92% | 3 |
|
|
2016
Q2 | $50M | Buy |
2,092,024
+77,972
| +4% | +$1.94M | 2.5% | 3 |
|
|
2016
Q1 | $54.9M | Sell |
2,014,052
-61,688
| -3% | -$1.54M | 2.85% | 3 |
|
|
2015
Q4 | $54.6M | Buy |
2,075,740
+48,276
| +2% | +$1.38M | 2.81% | 4 |
|
|
2015
Q3 | $55.9M | Buy |
2,027,464
+150,976
| +8% | +$4.43M | 3.03% | 2 |
|
|
2015
Q2 | $58.8M | Buy |
1,876,488
+17,656
| +0.9% | +$565K | 2.93% | 2 |
|
|
2015
Q1 | $57.8M | Sell |
1,858,832
-40,252
| -2% | -$1.22M | 2.89% | 3 |
|
|
2014
Q4 | $52.4M | Sell |
1,899,084
-17,200
| -0.9% | -$468K | 2.59% | 3 |
|
|
2014
Q3 | $48.3M | Buy |
1,916,284
+14,244
| +0.7% | +$350K | 2.47% | 4 |
|
|
2014
Q2 | $44.2M | Sell |
1,902,040
-83,496
| -4% | -$1.78M | 2.27% | 5 |
|
|
2014
Q1 | $38.1M | Buy |
1,985,536
+49,812
| +3% | +$947K | 2.01% | 10 |
|
|
2013
Q4 | $38.8M | Sell |
1,935,724
-21,168
| -1% | -$400K | 2.08% | 10 |
|
|
2013
Q3 | $33.3M | Sell |
1,956,892
-28,812
| -1% | -$478K | 1.93% | 10 |
|
|
2013
Q2 | $28.1M | Buy |
+1,985,704
| New | +$30.5M | 1.69% | 16 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
HM Payson & Co's AAPL Position: Q2 2026 in Review
HM Payson & Co reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $7.81M and leaving 1,665,510 shares worth $482M. The position accounts for 6.39% of the portfolio, ranked #1.
HM Payson & Co first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- HM Payson & Co held 1,665,510 shares of Apple worth $482M as of Q2 2026.
- HM Payson & Co sold 27,295 Apple shares in Q2 2026, an estimated $7.81M.
- Apple made up 6.39% of HM Payson & Co's portfolio in Q2 2026, its #1 holding.
- HM Payson & Co first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.