HM Payson & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3K	Hold	132	–	–	﹤0.01%	922
2026 Q1	$9.81K	Hold	132	–	–	﹤0.01%	918
2025 Q4	$8.56K	Hold	132	–	–	﹤0.01%	933
2025 Q3	$7.5K	Hold	132	–	–	﹤0.01%	918
2025 Q2	$5.07K	Hold	132	–	–	﹤0.01%	879
2025 Q1	$5.12K	Sell	132 -150	-53%	-$6.15K	﹤0.01%	906
2024 Q4	$11.5K	Hold	282	–	–	﹤0.01%	830
2024 Q3	$12.3K	Buy	282 +10	+4%	+$381	﹤0.01%	820
2024 Q2	$10.6K	Hold	272	–	–	﹤0.01%	833
2024 Q1	$12.3K	Buy	272 +10	+4%	+$446	﹤0.01%	801
2023 Q4	$13.3K	Sell	262 -82	-24%	-$4.07K	﹤0.01%	788
2023 Q3	$19K	Hold	344	–	–	﹤0.01%	739
2023 Q2	$22.4K	Buy	344 +82	+31%	+$5.11K	﹤0.01%	703
2023 Q1	$16.7K	Hold	262	–	–	﹤0.01%	745
2022 Q4	$15.4K	Buy	262 +150	+134%	+$10K	﹤0.01%	710
2022 Q3	$7K	Hold	112	–	–	﹤0.01%	816
2022 Q2	$8K	Hold	112	–	–	﹤0.01%	840
2022 Q1	$9K	Buy	112 +5	+5%	+$383	﹤0.01%	854
2021 Q4	$9K	Buy	107 +47	+78%	+$4.17K	﹤0.01%	879
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	907
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	914
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	971
2020 Q4	$4K	Buy	+60	New	+$2.98K	﹤0.01%	952

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

HM Payson & Co held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 132 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

HM Payson & Co first reported a position in LIT in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.4K in Q2 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

HM Payson & Co held 132 shares of Global X Lithium & Battery Tech ETF worth $10.3K as of Q2 2026.
HM Payson & Co left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #922 holding.
HM Payson & Co first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 23 quarters since.
HM Payson & Co's Global X Lithium & Battery Tech ETF position peaked at $22.4K in Q2 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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