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AE Wealth Management’s Paychex PAYX Stock Holding History

AE Wealth Management’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.92M Buy
42,561
+2,712
+7% +$268K 0.02% 480
2025
Q4 		$4.47M Buy
39,849
+27,693
+228% +$3.24M 0.03% 418
2025
Q3 		$1.54M Buy
12,156
+8,385
+222% +$1.16M 0.01% 634
2025
Q2 		$548K Sell
3,771
-1,097
-23% -$165K ﹤0.01% 892
2025
Q1 		$751K Sell
4,868
-1,267
-21% -$186K 0.01% 794
2024
Q4 		$860K Sell
6,135
-1,351
-18% -$192K 0.01% 741
2024
Q3 		$1M Buy
7,486
+882
+13% +$112K 0.01% 690
2024
Q2 		$783K Buy
6,604
+513
+8% +$62.7K 0.01% 765
2024
Q1 		$748K Sell
6,091
-17,966
-75% -$2.18M 0.01% 720
2023
Q4 		$2.91M Buy
24,057
+5,448
+29% +$645K 0.01% 776
2023
Q3 		$2.15M Buy
18,609
+9,417
+102% +$1.13M 0.01% 828
2023
Q2 		$1.03M Buy
9,192
+355
+4% +$38.8K 0.01% 1082
2023
Q1 		$1.01M Buy
8,837
+265
+3% +$30.1K 0.01% 1040
2022
Q4 		$991K Sell
8,572
-92
-1% -$10.8K 0.01% 985
2022
Q3 		$972K Sell
8,664
-137
-2% -$17K 0.01% 949
2022
Q2 		$1M Sell
8,801
-11,960
-58% -$1.5M 0.01% 888
2022
Q1 		$2.83M Sell
20,761
-1,418
-6% -$174K 0.02% 608
2021
Q4 		$3.03M Sell
22,179
-53,632
-71% -$6.63M 0.02% 562
2021
Q3 		$8.53M Buy
75,811
+2,962
+4% +$333K 0.07% 263
2021
Q2 		$7.82M Sell
72,849
-3,660
-5% -$368K 0.07% 261
2021
Q1 		$7.5M Buy
76,509
+3,860
+5% +$356K 0.08% 254
2020
Q4 		$6.77M Buy
72,649
+6,922
+11% +$615K 0.08% 235
2020
Q3 		$5.24M Buy
65,727
+19,550
+42% +$1.47M 0.07% 224
2020
Q2 		$3.5M Buy
46,177
+21,491
+87% +$1.49M 0.05% 279
2020
Q1 		$1.55M Buy
24,686
+4,800
+24% +$383K 0.04% 367
2019
Q4 		$1.69M Buy
19,886
+526
+3% +$44.4K 0.04% 386
2019
Q3 		$1.6M Buy
19,360
+44
+0.2% +$3.66K 0.05% 322
2019
Q2 		$1.59M Buy
19,316
+9,929
+106% +$837K 0.05% 287
2019
Q1 		$753K Buy
+9,387
New +$692K 0.05% 259

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's PAYX Position: Q1 2026 in Review

AE Wealth Management increased its Paychex (PAYX) stake by 6.8% in Q1 2026, buying an estimated $268K and bringing the position to 42,561 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #480.

AE Wealth Management first reported a position in PAYX in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.53M in Q3 2021. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • AE Wealth Management held 42,561 shares of Paychex worth $3.92M as of Q1 2026.
  • AE Wealth Management bought 2,712 Paychex shares in Q1 2026, an estimated $268K.
  • Paychex made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #480 holding.
  • AE Wealth Management first reported a position in Paychex in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Paychex position peaked at $8.53M in Q3 2021.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.