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HM Payson & Co’s WEX WEX Stock Holding History

HM Payson & Co’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.16M Buy
29,500
+1,808
+7% +$268K 0.06% 135
2026
Q1 		$4.24M Sell
27,692
-1,000
-3% -$156K 0.06% 128
2025
Q4 		$4.27M Buy
28,692
+815
+3% +$123K 0.06% 123
2025
Q3 		$4.39M Hold
27,877
– – 0.06% 113
2025
Q2 		$4.09M Sell
27,877
-8,675
-24% -$1.17M 0.06% 110
2025
Q1 		$5.74M Sell
36,552
-25,277
-41% -$4.16M 0.1% 96
2024
Q4 		$10.8M Sell
61,829
-87,512
-59% -$16.4M 0.18% 77
2024
Q3 		$31.3M Buy
149,341
+56,775
+61% +$10.6M 0.54% 53
2024
Q2 		$16.4M Sell
92,566
-76,664
-45% -$15.6M 0.3% 66
2024
Q1 		$40.2M Buy
169,230
+7,733
+5% +$1.66M 0.75% 44
2023
Q4 		$31.4M Buy
161,497
+29,417
+22% +$5.33M 0.65% 47
2023
Q3 		$24.8M Buy
132,080
+100,120
+313% +$19.3M 0.58% 51
2023
Q2 		$5.82M Buy
31,960
+125
+0.4% +$22.1K 0.13% 91
2023
Q1 		$5.85M Buy
31,835
+3,973
+14% +$724K 0.14% 86
2022
Q4 		$4.56M Buy
27,862
+7,018
+34% +$1.09M 0.11% 94
2022
Q3 		$2.65M Buy
20,844
+925
+5% +$145K 0.07% 124
2022
Q2 		$3.1M Sell
19,919
-100
-0.5% -$16.4K 0.08% 120
2022
Q1 		$3.57M Sell
20,019
-1,400
-7% -$228K 0.08% 122
2021
Q4 		$3.01M Sell
21,419
-2,348
-10% -$359K 0.07% 134
2021
Q3 		$4.19M Sell
23,767
-200
-0.8% -$36.5K 0.1% 117
2021
Q2 		$4.65M Buy
23,967
+3,730
+18% +$765K 0.11% 110
2021
Q1 		$4.23M Sell
20,237
-175
-0.9% -$36.9K 0.11% 114
2020
Q4 		$4.15M Sell
20,412
-1,502
-7% -$253K 0.11% 111
2020
Q3 		$3.04M Sell
21,914
-7,822
-26% -$1.23M 0.09% 119
2020
Q2 		$4.91M Buy
29,736
+10,968
+58% +$1.51M 0.16% 95
2020
Q1 		$1.96M Sell
18,768
-11,383
-38% -$2.12M 0.08% 128
2019
Q4 		$6.32M Buy
30,151
+11,893
+65% +$2.38M 0.2% 88
2019
Q3 		$3.69M Sell
18,258
-200
-1% -$41.4K 0.13% 106
2019
Q2 		$3.84M Sell
18,458
-575
-3% -$116K 0.14% 103
2019
Q1 		$3.65M Buy
+19,033
New +$3.22M 0.14% 110
2018
Q4 		– Sell
-8,593
Closed -$1.73M – 329
2018
Q3 		$1.73M Sell
8,593
-310
-3% -$59.5K 0.08% 138
2018
Q2 		$1.7M Buy
8,903
+360
+4% +$62.8K 0.07% 144
2018
Q1 		$1.34M Buy
8,543
+10
+0.1% +$1.5K 0.06% 157
2017
Q4 		$1.21M Buy
8,533
+300
+4% +$37.5K 0.05% 177
2017
Q3 		$924K Buy
8,233
+915
+13% +$99.2K 0.04% 187
2017
Q2 		$763K Buy
7,318
+18
+0.2% +$1.85K 0.03% 205
2017
Q1 		$756K Hold
7,300
– – 0.03% 204
2016
Q4 		$815K Hold
7,300
– – 0.04% 197
2016
Q3 		$789K Hold
7,300
– – 0.04% 199
2016
Q2 		$647K Hold
7,300
– – 0.03% 204
2016
Q1 		$609K Hold
7,300
– – 0.03% 200
2015
Q4 		$645K Hold
7,300
– – 0.03% 203
2015
Q3 		$634K Hold
7,300
– – 0.03% 197
2015
Q2 		$832K Hold
7,300
– – 0.04% 185
2015
Q1 		$784K Sell
7,300
-2,100
-22% -$212K 0.04% 188
2014
Q4 		$930K Hold
9,400
– – 0.05% 178
2014
Q3 		$1.04M Hold
9,400
– – 0.05% 167
2014
Q2 		$987K Buy
9,400
+2,200
+31% +$210K 0.05% 169
2014
Q1 		$684K Hold
7,200
– – 0.04% 188
2013
Q4 		$713K Hold
7,200
– – 0.04% 187
2013
Q3 		$632K Hold
7,200
– – 0.04% 196
2013
Q2 		$552K Buy
+7,200
New +$535K 0.03% 198

Other funds holding WEX

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

HM Payson & Co increased its WEX (WEX) stake by 6.5% in Q2 2026, buying an estimated $268K and bringing the position to 29,500 shares worth $4.16M. The position accounts for 0.06% of the portfolio, ranked #135.

HM Payson & Co first reported a position in WEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.2M in Q1 2024. 38 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • HM Payson & Co held 29,500 shares of WEX worth $4.16M as of Q2 2026.
  • HM Payson & Co bought 1,808 WEX shares in Q2 2026, an estimated $268K.
  • WEX made up 0.06% of HM Payson & Co's portfolio in Q2 2026, its #135 holding.
  • HM Payson & Co first reported a position in WEX in Q2 2013 and has held it in 52 quarters since.
  • HM Payson & Co's WEX position peaked at $40.2M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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