HM Payson & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$69.1K Hold
2,076
﹤0.01% 641
2026
Q1
$79.8K Hold
2,076
﹤0.01% 600
2025
Q4
$103K Hold
2,076
﹤0.01% 546
2025
Q3
$135K Buy
2,076
+900
+77% +$58.5K ﹤0.01% 507
2025
Q2
$72K Buy
1,176
+200
+20% +$11.2K ﹤0.01% 594
2025
Q1
$45.7K Buy
976
+300
+44% +$15.9K ﹤0.01% 659
2024
Q4
$35.9K Hold
676
﹤0.01% 690
2024
Q3
$24.4K Hold
676
﹤0.01% 740
2024
Q2
$23.1K Buy
676
+32
+5% +$1.2K ﹤0.01% 732
2024
Q1
$26.1K Buy
+644
New +$20.1K ﹤0.01% 702

Other funds holding IBIT

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

HM Payson & Co held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 2,076 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

HM Payson & Co first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $135K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HM Payson & Co held 2,076 shares of iShares Bitcoin Trust worth $69.1K as of Q2 2026.
  • HM Payson & Co left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #641 holding.
  • HM Payson & Co first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • HM Payson & Co's iShares Bitcoin Trust position peaked at $135K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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