HM Payson & Co’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $233K | Sell |
1,794
-348
| -16% | -$52.4K | ﹤0.01% | 424 |
|
|
2026
Q1 | $339K | Sell |
2,142
-508
| -19% | -$93.5K | ﹤0.01% | 352 |
|
|
2025
Q4 | $669K | Sell |
2,650
-28
| -1% | -$6.74K | 0.01% | 264 |
|
|
2025
Q3 | $704K | Sell |
2,678
-29
| -1% | -$8.46K | 0.01% | 252 |
|
|
2025
Q2 | $1.09M | Hold |
2,707
| – | – | 0.02% | 205 |
|
|
2025
Q1 | $1.14M | Sell |
2,707
-30
| -1% | -$14.8K | 0.02% | 205 |
|
|
2024
Q4 | $1.33M | Sell |
2,737
-79
| -3% | -$40.7K | 0.02% | 186 |
|
|
2024
Q3 | $1.43M | Sell |
2,816
-24
| -0.8% | -$11.5K | 0.02% | 189 |
|
|
2024
Q2 | $1.28M | Sell |
2,840
-62
| -2% | -$27.6K | 0.02% | 188 |
|
|
2024
Q1 | $1.38M | Sell |
2,902
-12
| -0.4% | -$5.52K | 0.03% | 187 |
|
|
2023
Q4 | $1.31M | Sell |
2,914
-77
| -3% | -$30.8K | 0.03% | 178 |
|
|
2023
Q3 | $1.03M | Buy |
2,991
+11
| +0.4% | +$3.84K | 0.02% | 190 |
|
|
2023
Q2 | $1.04M | Buy |
2,980
+8
| +0.3% | +$2.6K | 0.02% | 190 |
|
|
2023
Q1 | $968K | Hold |
2,972
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $999K | Sell |
2,972
-47
| -2% | -$15.2K | 0.02% | 187 |
|
|
2022
Q3 | $835K | Hold |
3,019
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $730K | Hold |
3,019
| – | – | 0.02% | 217 |
|
|
2022
Q1 | $898K | Sell |
3,019
-84
| -3% | -$24.3K | 0.02% | 217 |
|
|
2021
Q4 | $1.04M | Hold |
3,103
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $943K | Sell |
3,103
-67
| -2% | -$19.4K | 0.02% | 213 |
|
|
2021
Q2 | $768K | Hold |
3,170
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $579K | Hold |
3,170
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $508K | Buy |
3,170
+15
| +0.5% | +$2.16K | 0.01% | 267 |
|
|
2020
Q3 | $394K | Hold |
3,155
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $383K | Sell |
3,155
-118
| -4% | -$13.6K | 0.01% | 260 |
|
|
2020
Q1 | $326K | Sell |
3,273
-683
| -17% | -$93.6K | 0.01% | 252 |
|
|
2019
Q4 | $610K | Hold |
3,956
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $566K | Hold |
3,956
| – | – | 0.02% | 250 |
|
|
2019
Q2 | $637K | Buy |
+3,956
| New | +$619K | 0.02% | 239 |
|
|
2018
Q4 | – | Sell |
-3,999
| Closed | -$634K | – | 241 |
|
|
2018
Q3 | $634K | Buy |
+3,999
| New | +$580K | 0.03% | 205 |
|
Other funds holding IT
IFP
HM Payson & Co's IT Position: Q2 2026 in Review
HM Payson & Co reduced its Gartner (IT) stake by 16% in Q2 2026, selling an estimated $52.4K and leaving 1,794 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #424.
HM Payson & Co first reported a position in IT in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.43M in Q3 2024. 648 funds tracked by Wall St. Rank hold IT as of Q2 2026.
- HM Payson & Co held 1,794 shares of Gartner worth $233K as of Q2 2026.
- HM Payson & Co sold 348 Gartner shares in Q2 2026, an estimated $52.4K.
- Gartner made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #424 holding.
- HM Payson & Co first reported a position in Gartner in Q3 2018 and has held it in 30 quarters since.
- HM Payson & Co's Gartner position peaked at $1.43M in Q3 2024.
- 648 funds tracked by Wall St. Rank held Gartner as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.