HM Payson & Co’s Burlington BURL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27K	Hold	4	–	–	﹤0.01%	1079
2026 Q1	$1.3K	Hold	4	–	–	﹤0.01%	1069
2025 Q4	$1.16K	Hold	4	–	–	﹤0.01%	1105
2025 Q3	$1.02K	Hold	4	–	–	﹤0.01%	1049
2025 Q2	$931	Hold	4	–	–	﹤0.01%	960
2025 Q1	$954	Hold	4	–	–	﹤0.01%	1005
2024 Q4	$1.14K	Hold	4	–	–	﹤0.01%	993
2024 Q3	$1.05K	Buy	+4	New	+$1.03K	﹤0.01%	1019
2022 Q1	–	Sell	-13	Closed	-$4K	–	1061
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	959
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	918
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	905
2021 Q1	$4K	Hold	13	–	–	﹤0.01%	961
2020 Q4	$3K	Buy	+13	New	+$2.9K	﹤0.01%	966

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

HM Payson & Co held its Burlington (BURL) position steady in Q2 2026 at 4 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

HM Payson & Co first reported a position in BURL in Q4 2020 and has held it in 13 quarters since. The position peaked at $4K in Q4 2021. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

HM Payson & Co held 4 shares of Burlington worth $1.27K as of Q2 2026.
HM Payson & Co left its Burlington share count unchanged in Q2 2026.
Burlington made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1079 holding.
HM Payson & Co first reported a position in Burlington in Q4 2020 and has held it in 13 quarters since.
HM Payson & Co's Burlington position peaked at $4K in Q4 2021.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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