HM Payson & Co’s D.R. Horton DHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.6M	Sell	132,678 -1,527	-1%	-$228K	0.29%	66
2026 Q1	$18.4M	Sell	134,205 -5,083	-4%	-$768K	0.27%	71
2025 Q4	$20.1M	Sell	139,288 -2,907	-2%	-$443K	0.28%	66
2025 Q3	$24.1M	Sell	142,195 -7,449	-5%	-$1.17M	0.35%	59
2025 Q2	$19.3M	Sell	149,644 -32,626	-18%	-$4.02M	0.31%	62
2025 Q1	$23.2M	Sell	182,270 -99,927	-35%	-$13.4M	0.41%	54
2024 Q4	$39.5M	Sell	282,197 -2,703	-0.9%	-$452K	0.67%	44
2024 Q3	$54.4M	Sell	284,900 -50,506	-15%	-$8.88M	0.93%	38
2024 Q2	$47.3M	Buy	335,406 +8,980	+3%	+$1.32M	0.86%	37
2024 Q1	$53.7M	Buy	326,426 +24,933	+8%	+$3.74M	1%	34
2023 Q4	$45.8M	Sell	301,493 -52,458	-15%	-$6.46M	0.95%	34
2023 Q3	$38M	Buy	353,951 +1,250	+0.4%	+$150K	0.89%	37
2023 Q2	$42.9M	Buy	352,701 +801	+0.2%	+$87.6K	0.96%	35
2023 Q1	$34.4M	Buy	351,900 +6,565	+2%	+$626K	0.82%	41
2022 Q4	$30.8M	Sell	345,335 -47,616	-12%	-$3.82M	0.77%	43
2022 Q3	$26.5M	Buy	392,951 +43,872	+13%	+$3.23M	0.73%	43
2022 Q2	$23.1M	Buy	349,079 +326,658	+1,457%	+$23M	0.59%	51
2022 Q1	$1.67M	Sell	22,421 -162,462	-88%	-$14.1M	0.04%	165
2021 Q4	$20.1M	Buy	184,883 +6,261	+4%	+$603K	0.44%	59
2021 Q3	$15M	Buy	178,622 +4,175	+2%	+$385K	0.37%	64
2021 Q2	$15.8M	Buy	174,447 +6,414	+4%	+$602K	0.38%	64
2021 Q1	$15M	Sell	168,033 -51,383	-23%	-$4.02M	0.4%	61
2020 Q4	$15.1M	Buy	219,416 +29,157	+15%	+$2.13M	0.42%	62
2020 Q3	$14.4M	Buy	190,259 +183,899	+2,891%	+$12.6M	0.44%	59
2020 Q2	$353K	Sell	6,360 -2,626	-29%	-$127K	0.01%	264
2020 Q1	$306K	Buy	8,986 +1,170	+15%	+$60.8K	0.01%	262
2019 Q4	$412K	Sell	7,816 -2,309	-23%	-$123K	0.01%	279
2019 Q3	$534K	Sell	10,125 -3,448	-25%	-$165K	0.02%	251
2019 Q2	$585K	Sell	13,573 -1,549	-10%	-$68.6K	0.02%	249
2019 Q1	$626K	Buy	15,122 +15,047	+20,063%	+$589K	0.02%	195
2018 Q4	$3K	Sell	75 -221,638	-100%	-$8.08M	0.01%	115
2018 Q3	$9.35M	Sell	221,713 -22,669	-9%	-$981K	0.42%	58
2018 Q2	$10M	Buy	244,382 +15,875	+7%	+$685K	0.43%	59
2018 Q1	$10M	Buy	228,507 +208,774	+1,058%	+$9.74M	0.41%	66
2017 Q4	$1.01M	Buy	+19,733	New	+$919K	0.04%	188

Other funds holding DHI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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

HM Payson & Co reduced its D.R. Horton (DHI) stake by 1.1% in Q2 2026, selling an estimated $228K and leaving 132,678 shares worth $21.6M. The position accounts for 0.29% of the portfolio, ranked #66.

HM Payson & Co first reported a position in DHI in Q4 2017 and has held it in 35 quarters since. The position peaked at $54.4M in Q3 2024. 169 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

HM Payson & Co held 132,678 shares of D.R. Horton worth $21.6M as of Q2 2026.
HM Payson & Co sold 1,527 D.R. Horton shares in Q2 2026, an estimated $228K.
D.R. Horton made up 0.29% of HM Payson & Co's portfolio in Q2 2026, its #66 holding.
HM Payson & Co first reported a position in D.R. Horton in Q4 2017 and has held it in 35 quarters since.
HM Payson & Co's D.R. Horton position peaked at $54.4M in Q3 2024.
169 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

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