Hm Payson & Co Q2 2026 Portfolio Activity: Strategic Shifts in Tech and Focus on Growth

As part of its ongoing investment strategy, Hm Payson & Co has made several adjustments to its portfolio during the second quarter of 2026. The firm manages a substantial total portfolio value exceeding $7.4 billion as of June 30th.

The most significant buying activity this quarter involved large-cap Technology stocks and exposure to specific sectors like Communication Services through ETFs. Notably, Hm Payson & Co significantly increased its position in PH (NVIDIA Corporation), investing over $129 million into the stock. This was one of three major purchases disclosed for Q2 2026, alongside substantial investments in DE and ETN.

Additionally, the firm bolstered its holdings in Communication Services by acquiring NFLX (Netflix Inc.). The disclosed purchase resulted in a nearly 122% increase in shares held during this period. Furthermore, Hm Payson & Co demonstrated interest in Financial Services through their acquisition of AON.

Conversely, the investor also reported significant sales activities. Among the largest exits were from ACN (Accenture PLC) and AON (American International Group). The sale of ACN saw a 66% reduction in shares during Q2, while the exit from AON involved selling approximately 71.58% more shares than previously held.

The disclosed changes also include notable reductions in Technology holdings like AAPL and NVDA, though these were not among the largest transactions by dollar value this quarter. The investor sold substantial portions of their positions in PH (NVIDIA), ORCL (Oracle Corporation), and MSFT (Microsoft Corporation).

These actions reflect a dynamic investment approach focused on capitalizing on perceived opportunities while strategically exiting certain positions. For detailed analysis, investors can explore Hm Payson & Co's portfolio holdings here and the individual stocks mentioned such as PH (NVIDIA) here, DE, ETN, NFLX, ACN, AON, ORCL, MSFT.