HM Payson & Co’s BBB Foods TBBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-370	Closed	-$12.4K	–	1227
2025 Q4	$12.4K	Buy	+370	New	+$11.1K	﹤0.01%	898

Other funds holding TBBB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HM Payson & Co's TBBB Position: Q1 2026 in Review

HM Payson & Co sold out of BBB Foods (TBBB) in Q1 2026, closing a stake of 370 shares — an estimated $12.4K sold.

HM Payson & Co first reported a position in TBBB in Q4 2025 and held it in 1 quarter. The position peaked at $12.4K in Q4 2025. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

HM Payson & Co reported no remaining BBB Foods position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 370 BBB Foods shares in Q1 2026, an estimated $12.4K.
HM Payson & Co first reported a position in BBB Foods in Q4 2025 and held it in 1 quarter.
HM Payson & Co's BBB Foods position peaked at $12.4K in Q4 2025.
127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.