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HM Payson & Co’s Visa V Stock Holding History

HM Payson & Co’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.5M Buy
202,559
+11,805
+6% +$3.79M 0.92% 30
2026
Q1 		$57.7M Sell
190,754
-201,649
-51% -$64.8M 0.83% 34
2025
Q4 		$138M Buy
392,403
+533
+0.1% +$182K 1.94% 12
2025
Q3 		$134M Sell
391,870
-9,712
-2% -$3.36M 1.92% 13
2025
Q2 		$143M Sell
401,582
-7,022
-2% -$2.45M 2.26% 8
2025
Q1 		$143M Sell
408,604
-265
-0.1% -$89.7K 2.51% 7
2024
Q4 		$129M Buy
408,869
+1,383
+0.3% +$416K 2.19% 8
2024
Q3 		$112M Sell
407,486
-5,467
-1% -$1.48M 1.92% 10
2024
Q2 		$108M Buy
412,953
+4,128
+1% +$1.13M 1.97% 9
2024
Q1 		$114M Buy
408,825
+6,904
+2% +$1.91M 2.12% 10
2023
Q4 		$105M Buy
401,921
+57,531
+17% +$14.2M 2.17% 9
2023
Q3 		$79.2M Buy
344,390
+4,109
+1% +$988K 1.86% 14
2023
Q2 		$80.8M Buy
340,281
+12,303
+4% +$2.82M 1.81% 14
2023
Q1 		$73.9M Buy
327,978
+9,736
+3% +$2.17M 1.77% 17
2022
Q4 		$66.1M Buy
318,242
+19,209
+6% +$3.87M 1.65% 21
2022
Q3 		$53.1M Buy
299,033
+69,323
+30% +$14.1M 1.46% 24
2022
Q2 		$45.2M Sell
229,710
-2,092
-0.9% -$432K 1.16% 31
2022
Q1 		$51.4M Sell
231,802
-7,526
-3% -$1.63M 1.17% 31
2021
Q4 		$51.9M Sell
239,328
-36,251
-13% -$7.78M 1.13% 30
2021
Q3 		$61.4M Sell
275,579
-1,200
-0.4% -$281K 1.49% 21
2021
Q2 		$64.7M Buy
276,779
+1,945
+0.7% +$445K 1.58% 17
2021
Q1 		$58.2M Sell
274,834
-9,920
-3% -$2.09M 1.55% 18
2020
Q4 		$62.3M Buy
284,754
+8,323
+3% +$1.7M 1.72% 10
2020
Q3 		$55.3M Buy
276,431
+5,776
+2% +$1.15M 1.7% 13
2020
Q2 		$52.3M Buy
270,655
+950
+0.4% +$174K 1.75% 14
2020
Q1 		$43.5M Buy
269,705
+26,734
+11% +$5.04M 1.71% 15
2019
Q4 		$45.7M Buy
242,971
+6,640
+3% +$1.2M 1.47% 19
2019
Q3 		$40.7M Buy
236,331
+5,098
+2% +$908K 1.43% 24
2019
Q2 		$40.1M Buy
231,233
+3,025
+1% +$495K 1.44% 22
2019
Q1 		$35.6M Buy
228,208
+222,358
+3,801% +$32M 1.36% 23
2018
Q4 		$772K Sell
5,850
-153,273
-96% -$21.2M 2.26% 11
2018
Q3 		$23.9M Sell
159,123
-57,484
-27% -$8.17M 1.07% 33
2018
Q2 		$28.7M Buy
216,607
+10,986
+5% +$1.41M 1.23% 29
2018
Q1 		$24.6M Buy
205,621
+3,475
+2% +$421K 1.01% 36
2017
Q4 		$23M Buy
202,146
+1,138
+0.6% +$126K 0.93% 38
2017
Q3 		$21.2M Sell
201,008
-2,274
-1% -$231K 0.91% 42
2017
Q2 		$19.1M Sell
203,282
-742
-0.4% -$68.9K 0.86% 43
2017
Q1 		$18.1M Sell
204,024
-1,194
-0.6% -$103K 0.83% 44
2016
Q4 		$16M Buy
205,218
+1,383
+0.7% +$111K 0.76% 44
2016
Q3 		$16.9M Sell
203,835
-6,120
-3% -$490K 0.82% 45
2016
Q2 		$15.6M Sell
209,955
-4,000
-2% -$313K 0.78% 49
2016
Q1 		$16.4M Buy
213,955
+6,034
+3% +$438K 0.85% 42
2015
Q4 		$16.1M Sell
207,921
-435
-0.2% -$33.7K 0.83% 39
2015
Q3 		$14.5M Buy
208,356
+2,253
+1% +$161K 0.79% 39
2015
Q2 		$13.8M Sell
206,103
-1,445
-0.7% -$97.9K 0.69% 47
2015
Q1 		$13.6M Sell
207,548
-1,600
-0.8% -$106K 0.68% 46
2014
Q4 		$13.7M Sell
209,148
-760
-0.4% -$45.8K 0.68% 45
2014
Q3 		$11.2M Buy
209,908
+17,980
+9% +$966K 0.57% 53
2014
Q2 		$10.1M Buy
191,928
+33,912
+21% +$1.77M 0.52% 59
2014
Q1 		$8.53M Buy
158,016
+14,608
+10% +$812K 0.45% 68
2013
Q4 		$7.98M Buy
143,408
+33,824
+31% +$1.71M 0.43% 70
2013
Q3 		$5.24M Buy
109,584
+105,108
+2,348% +$4.86M 0.3% 83
2013
Q2 		$204K Buy
+4,476
New +$196K 0.01% 269

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HM Payson & Co increased its Visa (V) stake by 6.2% in Q2 2026, buying an estimated $3.79M and bringing the position to 202,559 shares worth $69.5M. The position accounts for 0.92% of the portfolio, ranked #30.

HM Payson & Co first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $143M in Q1 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HM Payson & Co held 202,559 shares of Visa worth $69.5M as of Q2 2026.
  • HM Payson & Co bought 11,805 Visa shares in Q2 2026, an estimated $3.79M.
  • Visa made up 0.92% of HM Payson & Co's portfolio in Q2 2026, its #30 holding.
  • HM Payson & Co first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's Visa position peaked at $143M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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