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HM Payson & Co’s Artisan Partners APAM Stock Holding History

HM Payson & Co’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Hold
355
– – ﹤0.01% 907
2026
Q1 		$12.9K Sell
355
-321
-47% -$13.1K ﹤0.01% 890
2025
Q4 		$27.5K Hold
676
– – ﹤0.01% 791
2025
Q3 		$29.3K Hold
676
– – ﹤0.01% 780
2025
Q2 		$30K Hold
676
– – ﹤0.01% 727
2025
Q1 		$26.4K Sell
676
-648
-49% -$27.5K ﹤0.01% 749
2024
Q4 		$57K Hold
1,324
– – ﹤0.01% 623
2024
Q3 		$57.4K Hold
1,324
– – ﹤0.01% 606
2024
Q2 		$54.6K Hold
1,324
– – ﹤0.01% 587
2024
Q1 		$60.6K Buy
1,324
+676
+104% +$29K ﹤0.01% 563
2023
Q4 		$28.6K Hold
648
– – ﹤0.01% 680
2023
Q3 		$24.2K Hold
648
– – ﹤0.01% 706
2023
Q2 		$25.5K Hold
648
– – ﹤0.01% 688
2023
Q1 		$20.7K Buy
+648
New +$21.7K ﹤0.01% 707
2022
Q4 		– Sell
-648
Closed -$17K – 939
2022
Q3 		$17K Hold
648
– – ﹤0.01% 717
2022
Q2 		$23K Hold
648
– – ﹤0.01% 690
2022
Q1 		$25K Buy
+648
New +$26.3K ﹤0.01% 702
2021
Q3 		– Sell
-833
Closed -$42K – 1081
2021
Q2 		$42K Buy
+833
New +$43.8K ﹤0.01% 614
2020
Q3 		– Sell
-300
Closed -$10K – 1036
2020
Q2 		$10K Sell
300
-102
-25% -$2.83K ﹤0.01% 743
2020
Q1 		$9K Sell
402
-5,358
-93% -$161K ﹤0.01% 741
2019
Q4 		$186K Sell
5,760
-936
-14% -$27K 0.01% 398
2019
Q3 		$190K Sell
6,696
-715
-10% -$20K 0.01% 388
2019
Q2 		$204K Buy
+7,411
New +$197K 0.01% 389

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

HM Payson & Co's APAM Position: Q2 2026 in Review

HM Payson & Co held its Artisan Partners (APAM) position steady in Q2 2026 at 355 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

HM Payson & Co first reported a position in APAM in Q2 2019 and has held it in 23 quarters since. The position peaked at $204K in Q2 2019. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • HM Payson & Co held 355 shares of Artisan Partners worth $12.3K as of Q2 2026.
  • HM Payson & Co left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #907 holding.
  • HM Payson & Co first reported a position in Artisan Partners in Q2 2019 and has held it in 23 quarters since.
  • HM Payson & Co's Artisan Partners position peaked at $204K in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.