HM Payson & Co’s Western Midstream Partners WES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.1K	Sell	1,121 -150	-12%	-$6.46K	﹤0.01%	712
2026 Q1	$52.3K	Buy	1,271 +150	+13%	+$6.2K	﹤0.01%	673
2025 Q4	$44.3K	Hold	1,121	–	–	﹤0.01%	714
2025 Q3	$44K	Hold	1,121	–	–	﹤0.01%	717
2025 Q2	$43.4K	Hold	1,121	–	–	﹤0.01%	670
2025 Q1	$45.9K	Hold	1,121	–	–	﹤0.01%	657
2024 Q4	$43.1K	Hold	1,121	–	–	﹤0.01%	666
2024 Q3	$42.9K	Hold	1,121	–	–	﹤0.01%	655
2024 Q2	$44.5K	Hold	1,121	–	–	﹤0.01%	621
2024 Q1	$39.9K	Hold	1,121	–	–	﹤0.01%	637
2023 Q4	$32.8K	Hold	1,121	–	–	﹤0.01%	659
2023 Q3	$30.5K	Hold	1,121	–	–	﹤0.01%	665
2023 Q2	$29.7K	Hold	1,121	–	–	﹤0.01%	665
2023 Q1	$29.6K	Hold	1,121	–	–	﹤0.01%	658
2022 Q4	$30.1K	Hold	1,121	–	–	﹤0.01%	626
2022 Q3	$28K	Hold	1,121	–	–	﹤0.01%	653
2022 Q2	$27K	Hold	1,121	–	–	﹤0.01%	670
2022 Q1	$28K	Hold	1,121	–	–	﹤0.01%	686
2021 Q4	$25K	Hold	1,121	–	–	﹤0.01%	732
2021 Q3	$23K	Hold	1,121	–	–	﹤0.01%	723
2021 Q2	$24K	Hold	1,121	–	–	﹤0.01%	710
2021 Q1	$21K	Hold	1,121	–	–	﹤0.01%	752
2020 Q4	$15K	Hold	1,121	–	–	﹤0.01%	830
2020 Q3	$9K	Hold	1,121	–	–	﹤0.01%	853
2020 Q2	$11K	Hold	1,121	–	–	﹤0.01%	740
2020 Q1	$4K	Hold	1,121	–	–	﹤0.01%	837
2019 Q4	$22K	Hold	1,121	–	–	﹤0.01%	710
2019 Q3	$28K	Hold	1,121	–	–	﹤0.01%	678
2019 Q2	$34K	Buy	+1,121	New	+$34.6K	﹤0.01%	663

Other funds holding WES

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

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

HM Payson & Co reduced its Western Midstream Partners (WES) stake by 12% in Q2 2026, selling an estimated $6.46K and leaving 1,121 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

HM Payson & Co first reported a position in WES in Q2 2019 and has held it in 29 quarters since. The position peaked at $52.3K in Q1 2026. 50 funds tracked by Wall St. Rank hold WES as of Q2 2026.

HM Payson & Co held 1,121 shares of Western Midstream Partners worth $49.1K as of Q2 2026.
HM Payson & Co sold 150 Western Midstream Partners shares in Q2 2026, an estimated $6.46K.
Western Midstream Partners made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #712 holding.
HM Payson & Co first reported a position in Western Midstream Partners in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's Western Midstream Partners position peaked at $52.3K in Q1 2026.
50 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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