STEM β€” STEM INC

Ownership history in HM PAYSON & CO  Β·  19 quarters on record

AI Ownership Summary

HM PAYSON & CO reported STEM INC (STEM) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows STEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HM PAYSON & CO's position in STEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HM PAYSON & CO held STEM β€” position size vs. price
% of Fund (quarterly)    STEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 25 β€” 0% 0.00% $221 2026-04-13 $9.65
2025 Q4 UNCHANGED 25 β€” 0% 0.00% $377 2026-02-12 $11.13
2025 Q3 REDUCED 25 -475 -95.0% 0.00% $438 2025-10-17 $23.66
2025 Q1 UNCHANGED 500 β€” 0% 0.00% $176 2025-04-29 $8.30
2024 Q4 UNCHANGED 500 β€” 0% 0.00% $302 2025-02-07 $11.48
2024 Q3 UNCHANGED 500 β€” 0% 0.00% $175 2024-10-28 $11.50
2024 Q2 UNCHANGED 500 β€” 0% 0.00% $555 2024-08-13 $10.50
2024 Q1 UNCHANGED 500 β€” 0% 0.00% $1K 2024-06-20 $22.40
2023 Q4 UNCHANGED 500 β€” 0% 0.00% $2K 2024-02-13 $61.00
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding STEM

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% CoreCap Advisors, LLC 3Y 0.0% MATHER GROUP, LLC. 3Y 7Y 0.0%

FAQ About HM PAYSON & CO and STEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HM PAYSON & CO reported owning STEM?

HM PAYSON & CO reported STEM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STEM position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for STEM was 0.00% in 2023 Q4.

What is the latest reported STEM position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $221.

What does the chart on this STEM ownership page compare?

The chart compares HM PAYSON & CO's quarterly STEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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