HM Payson & Co’s Thor Industries THO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.6K	Hold	540	–	–	﹤0.01%	751
2026 Q1	$43.1K	Hold	540	–	–	﹤0.01%	715
2025 Q4	$55.4K	Hold	540	–	–	﹤0.01%	678
2025 Q3	$56K	Buy	540 +134	+33%	+$13.5K	﹤0.01%	665
2025 Q2	$36.1K	Buy	406 +129	+47%	+$10.2K	﹤0.01%	703
2025 Q1	$21K	Buy	+277	New	+$26.1K	﹤0.01%	783
2024 Q3	–	Sell	-6	Closed	-$561	–	1167
2024 Q2	$561	Hold	6	–	–	﹤0.01%	968
2024 Q1	$705	Hold	6	–	–	﹤0.01%	933
2023 Q4	$710	Hold	6	–	–	﹤0.01%	937
2023 Q3	$571	Sell	6 -200	-97%	-$20.9K	﹤0.01%	971
2023 Q2	$21.3K	Sell	206 -940	-82%	-$79.4K	﹤0.01%	716
2023 Q1	$91.3K	Sell	1,146 -120	-9%	-$10.6K	﹤0.01%	486
2022 Q4	$95.6K	Sell	1,266 -1,727	-58%	-$139K	﹤0.01%	471
2022 Q3	$209K	Sell	2,993 -1,800	-38%	-$147K	0.01%	359
2022 Q2	$358K	Sell	4,793 -373	-7%	-$28.9K	0.01%	292
2022 Q1	$407K	Sell	5,166 -595	-10%	-$54.7K	0.01%	296
2021 Q4	$598K	Sell	5,761 -1,549	-21%	-$168K	0.01%	264
2021 Q3	$897K	Sell	7,310 -56,835	-89%	-$6.49M	0.02%	217
2021 Q2	$7.25M	Buy	64,145 +17,695	+38%	+$2.25M	0.18%	88
2021 Q1	$6.26M	Buy	46,450 +46,350	+46,350%	+$5.62M	0.17%	93
2020 Q4	$9K	Buy	+100	New	+$9.37K	﹤0.01%	877
2019 Q3	–	Sell	-1,540	Closed	-$90K	–	979
2019 Q2	$90K	Buy	+1,540	New	+$93.4K	﹤0.01%	506
2018 Q4	–	Sell	-48,992	Closed	-$4.1M	–	302
2018 Q3	$4.1M	Sell	48,992 -89,006	-64%	-$8.52M	0.18%	94
2018 Q2	$13.4M	Buy	137,998 +18,331	+15%	+$1.87M	0.57%	51
2018 Q1	$13.8M	Buy	119,667 +44,473	+59%	+$5.94M	0.57%	51
2017 Q4	$11.3M	Sell	75,194 -3,309	-4%	-$460K	0.46%	56
2017 Q3	$9.88M	Sell	78,503 -105,523	-57%	-$11.4M	0.43%	60
2017 Q2	$19.2M	Buy	184,026 +30,290	+20%	+$2.93M	0.87%	42
2017 Q1	$14.8M	Buy	153,736 +18,830	+14%	+$1.95M	0.67%	48
2016 Q4	$13.5M	Sell	134,906 -9,251	-6%	-$835K	0.64%	53
2016 Q3	$12.2M	Buy	144,157 +4,849	+3%	+$377K	0.6%	58
2016 Q2	$9.02M	Buy	139,308 +28,334	+26%	+$1.81M	0.45%	60
2016 Q1	$7.08M	Buy	+110,974	New	+$6.08M	0.37%	67

Other funds holding THO

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

SJL

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

HM Payson & Co held its Thor Industries (THO) position steady in Q2 2026 at 540 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

HM Payson & Co first reported a position in THO in Q1 2016 and has held it in 33 quarters since. The position peaked at $19.2M in Q2 2017. 42 funds tracked by Wall St. Rank hold THO as of Q2 2026.

HM Payson & Co held 540 shares of Thor Industries worth $40.6K as of Q2 2026.
HM Payson & Co left its Thor Industries share count unchanged in Q2 2026.
Thor Industries made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #751 holding.
HM Payson & Co first reported a position in Thor Industries in Q1 2016 and has held it in 33 quarters since.
HM Payson & Co's Thor Industries position peaked at $19.2M in Q2 2017.
42 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

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