WEX WEX INC COM

Ownership history in HM PAYSON & CO  ·  50 quarters on record

AI Ownership Summary

HM PAYSON & CO reported WEX INC COM (WEX) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2024 Q1. The latest visible filing shows WEX at 0.06% 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 WEX 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 WEX INC COM, 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

WEX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q1

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 WEX — position size vs. price
% of Fund (quarterly)    WEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 27,692 -1,000 -3.5% 0.06% $4.2M 2026-04-13 $165.94
2025 Q4 ADDED 28,692 +815 +2.9% 0.06% $4.3M 2026-02-12 $152.65
2025 Q3 REDUCED 27,877 -8,675 -23.7% 0.06% $4.4M 2025-10-17 $150.51
2025 Q1 REDUCED 36,552 -25,277 -40.9% 0.10% $5.7M 2025-04-29 $131.75
2024 Q4 REDUCED 61,829 -87,512 -58.6% 0.18% $10.8M 2025-02-07 $152.08
2024 Q3 ADDED 149,341 +56,775 +61.3% 0.54% $31.3M 2024-10-28 $178.76
2024 Q2 REDUCED 92,566 -76,664 -45.3% 0.30% $16.4M 2024-08-13 $177.12
2024 Q1 ADDED 169,230 +7,733 +4.8% 0.75% $40.2M 2024-06-20 $169.97
2023 Q4 ADDED 161,497 +29,417 +22.3% 0.65% $31.4M 2024-02-13 $210.94
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and WEX

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 WEX?

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

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

The largest reported portfolio weight for WEX was 0.75% in 2024 Q1.

What is the latest reported WEX position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 27,692 shares, equal to 0.06% of portfolio, with an estimated market value of $4.2M.

What does the chart on this WEX ownership page compare?

The chart compares HM PAYSON & CO's quarterly WEX 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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