HM Payson & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.8M | Sell |
45,308
-3,179
| -7% | -$1.11M | 0.16% | 87 |
|
|
2026
Q1 | $21M | Buy |
48,487
+37,687
| +349% | +$18M | 0.3% | 66 |
|
|
2025
Q4 | $7.15M | Buy |
10,800
+9
| +0.1% | +$5.95K | 0.1% | 92 |
|
|
2025
Q3 | $7.37M | Hold |
10,791
| – | – | 0.11% | 87 |
|
|
2025
Q2 | $8.5M | Hold |
10,791
| – | – | 0.13% | 79 |
|
|
2025
Q1 | $6.63M | Sell |
10,791
-70
| -0.6% | -$42K | 0.12% | 87 |
|
|
2024
Q4 | $6.83M | Buy |
10,861
+53
| +0.5% | +$33.9K | 0.12% | 86 |
|
|
2024
Q3 | $6.71M | Sell |
10,808
-42
| -0.4% | -$26.8K | 0.12% | 94 |
|
|
2024
Q2 | $7.13M | Hold |
10,850
| – | – | 0.13% | 84 |
|
|
2024
Q1 | $7.05M | Hold |
10,850
| – | – | 0.13% | 90 |
|
|
2023
Q4 | $6.78M | Sell |
10,850
-418
| -4% | -$231K | 0.14% | 87 |
|
|
2023
Q3 | $5.76M | Sell |
11,268
-5
| -0% | -$2.53K | 0.14% | 88 |
|
|
2023
Q2 | $5.17M | Buy |
11,273
+11
| +0.1% | +$4.82K | 0.12% | 95 |
|
|
2023
Q1 | $5.02M | Buy |
11,262
+169
| +2% | +$69.4K | 0.12% | 95 |
|
|
2022
Q4 | $4.32M | Sell |
11,093
-36
| -0.3% | -$14.3K | 0.11% | 97 |
|
|
2022
Q3 | $4.31M | Hold |
11,129
| – | – | 0.12% | 98 |
|
|
2022
Q2 | $4.29M | Sell |
11,129
-29
| -0.3% | -$12K | 0.11% | 105 |
|
|
2022
Q1 | $5.37M | Sell |
11,158
-7
| -0.1% | -$3.58K | 0.12% | 99 |
|
|
2021
Q4 | $7.18M | Sell |
11,165
-225
| -2% | -$139K | 0.16% | 90 |
|
|
2021
Q3 | $6.14M | Hold |
11,390
| – | – | 0.15% | 92 |
|
|
2021
Q2 | $5.58M | Sell |
11,390
-50
| -0.4% | -$21.7K | 0.14% | 101 |
|
|
2021
Q1 | $4.38M | Buy |
11,440
+160
| +1% | +$61.6K | 0.12% | 110 |
|
|
2020
Q4 | $4.29M | Hold |
11,280
| – | – | 0.12% | 110 |
|
|
2020
Q3 | $3.68M | Hold |
11,280
| – | – | 0.11% | 109 |
|
|
2020
Q2 | $3.34M | Hold |
11,280
| – | – | 0.11% | 107 |
|
|
2020
Q1 | $2.59M | Hold |
11,280
| – | – | 0.1% | 113 |
|
|
2019
Q4 | $2.96M | Buy |
11,280
+147
| +1% | +$38.4K | 0.09% | 119 |
|
|
2019
Q3 | $2.96M | Sell |
11,133
-20
| -0.2% | -$5.5K | 0.1% | 117 |
|
|
2019
Q2 | $2.92M | Sell |
11,153
-55
| -0.5% | -$14K | 0.1% | 120 |
|
|
2019
Q1 | $2.93M | Buy |
+11,208
| New | +$2.59M | 0.11% | 120 |
|
|
2018
Q4 | – | Sell |
-6,373
| Closed | -$1.45M | – | 239 |
|
|
2018
Q3 | $1.45M | Hold |
6,373
| – | – | 0.06% | 153 |
|
|
2018
Q2 | $1.3M | Buy |
6,373
+5,166
| +428% | +$991K | 0.06% | 157 |
|
|
2018
Q1 | $209K | Buy |
+1,207
| New | +$203K | 0.01% | 314 |
|
Other funds holding INTU
LT
ATO
NONA
BTCPP
HM Payson & Co's INTU Position: Q2 2026 in Review
HM Payson & Co reduced its Intuit (INTU) stake by 6.6% in Q2 2026, selling an estimated $1.11M and leaving 45,308 shares worth $11.8M. The position accounts for 0.16% of the portfolio, ranked #87.
HM Payson & Co first reported a position in INTU in Q1 2018 and has held it in 33 quarters since. The position peaked at $21M in Q1 2026. 555 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- HM Payson & Co held 45,308 shares of Intuit worth $11.8M as of Q2 2026.
- HM Payson & Co sold 3,179 Intuit shares in Q2 2026, an estimated $1.11M.
- Intuit made up 0.16% of HM Payson & Co's portfolio in Q2 2026, its #87 holding.
- HM Payson & Co first reported a position in Intuit in Q1 2018 and has held it in 33 quarters since.
- HM Payson & Co's Intuit position peaked at $21M in Q1 2026.
- 555 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.