HM Payson & Co’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.1K	Hold	75	–	–	﹤0.01%	716
2026 Q1	$24.6K	Sell	75 -91	-55%	-$31.1K	﹤0.01%	816
2025 Q4	$50K	Hold	166	–	–	﹤0.01%	688
2025 Q3	$45.1K	Buy	166 +75	+82%	+$18.7K	﹤0.01%	713
2025 Q2	$21.7K	Sell	91 -15	-14%	-$3.01K	﹤0.01%	772
2025 Q1	$19.9K	Buy	106 +63	+147%	+$13.5K	﹤0.01%	790
2024 Q4	$9.27K	Buy	+43	New	+$9.59K	﹤0.01%	845
2022 Q4	–	Sell	-681	Closed	-$72K	–	994
2022 Q3	$72K	Hold	681	–	–	﹤0.01%	517
2022 Q2	$79K	Hold	681	–	–	﹤0.01%	508
2022 Q1	$107K	Hold	681	–	–	﹤0.01%	485
2021 Q4	$123K	Hold	681	–	–	﹤0.01%	467
2021 Q3	$101K	Hold	681	–	–	﹤0.01%	477
2021 Q2	$103K	Hold	681	–	–	﹤0.01%	476
2021 Q1	$96K	Hold	681	–	–	﹤0.01%	483
2020 Q4	$86K	Hold	681	–	–	﹤0.01%	497
2020 Q3	$69K	Hold	681	–	–	﹤0.01%	505
2020 Q2	$61K	Hold	681	–	–	﹤0.01%	496
2020 Q1	$47K	Hold	681	–	–	﹤0.01%	511
2019 Q4	$57K	Hold	681	–	–	﹤0.01%	565
2019 Q3	$48K	Hold	681	–	–	﹤0.01%	602
2019 Q2	$45K	Buy	+681	New	+$44.5K	﹤0.01%	622

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

HM Payson & Co held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 75 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

HM Payson & Co first reported a position in SOXX in Q2 2019 and has held it in 21 quarters since. The position peaked at $123K in Q4 2021. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

HM Payson & Co held 75 shares of iShares Semiconductor ETF worth $48.1K as of Q2 2026.
HM Payson & Co left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #716 holding.
HM Payson & Co first reported a position in iShares Semiconductor ETF in Q2 2019 and has held it in 21 quarters since.
HM Payson & Co's iShares Semiconductor ETF position peaked at $123K in Q4 2021.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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