HM Payson & Co’s Alerian MLP ETF AMLP Stock Holding History

HM Payson & Co’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$47K	–	1129
2025 Q4	$47K	Hold	1,000	–	–	﹤0.01%	701
2025 Q3	$46.9K	Buy	+1,000	New	+$48.4K	﹤0.01%	706
2020 Q2	–	Sell	-67	Closed	-$1K	–	863
2020 Q1	$1K	Hold	67	–	–	﹤0.01%	877
2019 Q4	$3K	Hold	67	–	–	﹤0.01%	883
2019 Q3	$3K	Hold	67	–	–	﹤0.01%	896
2019 Q2	$3K	Buy	+67	New	+$3.31K	﹤0.01%	891

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HM Payson & Co's AMLP Position: Q1 2026 in Review

HM Payson & Co sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 1,000 shares — an estimated $47K sold.

HM Payson & Co first reported a position in AMLP in Q2 2019 and held it in 6 quarters. The position peaked at $47K in Q4 2025. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

HM Payson & Co reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 1,000 Alerian MLP ETF shares in Q1 2026, an estimated $47K.
HM Payson & Co first reported a position in Alerian MLP ETF in Q2 2019 and held it in 6 quarters.
HM Payson & Co's Alerian MLP ETF position peaked at $47K in Q4 2025.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.