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HM Payson & Co’s Interactive Brokers IBKR Stock Holding History

HM Payson & Co’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
3,605
+1,294
+56% +$108K ﹤0.01% 376
2026
Q1 		$155K Sell
2,311
-100
-4% -$7.14K ﹤0.01% 482
2025
Q4 		$155K Buy
2,411
+133
+6% +$8.9K ﹤0.01% 478
2025
Q3 		$157K Buy
2,278
+1,789
+366% +$113K ﹤0.01% 477
2025
Q2 		$27.1K Sell
489
-995
-67% -$47.2K ﹤0.01% 749
2025
Q1 		$61.4K Buy
1,484
+1,284
+642% +$63.6K ﹤0.01% 614
2024
Q4 		$8.83K Hold
200
– – ﹤0.01% 849
2024
Q3 		$6.97K Buy
+200
New +$6.19K ﹤0.01% 870
2023
Q3 		– Sell
-192
Closed -$3.99K – 1025
2023
Q2 		$3.99K Buy
+192
New +$3.79K ﹤0.01% 868
2022
Q4 		– Sell
-384
Closed -$6K – 965
2022
Q3 		$6K Hold
384
– – ﹤0.01% 836
2022
Q2 		$5K Buy
+384
New +$5.7K ﹤0.01% 888

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

HM Payson & Co increased its Interactive Brokers (IBKR) stake by 56% in Q2 2026, buying an estimated $108K and bringing the position to 3,605 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

HM Payson & Co first reported a position in IBKR in Q2 2022 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • HM Payson & Co held 3,605 shares of Interactive Brokers worth $314K as of Q2 2026.
  • HM Payson & Co bought 1,294 Interactive Brokers shares in Q2 2026, an estimated $108K.
  • Interactive Brokers made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #376 holding.
  • HM Payson & Co first reported a position in Interactive Brokers in Q2 2022 and has held it in 11 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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