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HM Payson & Co’s Terex TEX Stock Holding History

HM Payson & Co’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$296 – 1173
2026
Q1 		$296 Hold
5
– – ﹤0.01% 1100
2025
Q4 		$267 Hold
5
– – ﹤0.01% 1128
2025
Q3 		$257 Hold
5
– – ﹤0.01% 1074
2025
Q2 		$234 Sell
5
-1,580
-100% -$66.1K ﹤0.01% 978
2025
Q1 		$59.9K Sell
1,585
-6,282
-80% -$274K ﹤0.01% 618
2024
Q4 		$364K Sell
7,867
-238,303
-97% -$12.4M 0.01% 324
2024
Q3 		$13M Sell
246,170
-170,280
-41% -$9.41M 0.22% 72
2024
Q2 		$22.8M Buy
416,450
+37,110
+10% +$2.2M 0.41% 54
2024
Q1 		$24.4M Buy
+379,340
New +$22.2M 0.45% 55

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HM Payson & Co sold out of Terex (TEX) in Q2 2026, closing a stake of 5 shares — an estimated $296 sold.

HM Payson & Co first reported a position in TEX in Q1 2024 and held it in 9 quarters. The position peaked at $24.4M in Q1 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • HM Payson & Co reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • HM Payson & Co sold 5 Terex shares in Q2 2026, an estimated $296.
  • HM Payson & Co first reported a position in Terex in Q1 2024 and held it in 9 quarters.
  • HM Payson & Co's Terex position peaked at $24.4M in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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