Allred Capital Management’s Paychex PAYX Stock Holding History

Allred Capital 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
2025 Q3	–	Sell	-1,545	Closed	-$225K	–	169
2025 Q2	$225K	Sell	1,545 -79	-5%	-$11.9K	0.08%	149
2025 Q1	$251K	Sell	1,624 -29	-2%	-$4.26K	0.1%	146
2024 Q4	$232K	Hold	1,653	–	–	0.09%	162
2024 Q3	$222K	Buy	+1,653	New	+$210K	0.09%	158
2024 Q2	–	Sell	-1,630	Closed	-$200K	–	174
2024 Q1	$200K	Sell	1,630 -307	-16%	-$37.3K	0.08%	168
2023 Q4	$231K	Buy	+1,937	New	+$229K	0.1%	156
2023 Q1	–	Sell	-1,732	Closed	-$200K	–	159
2022 Q4	$200K	Buy	+1,732	New	+$203K	0.11%	147
2022 Q2	–	Sell	-1,732	Closed	-$236K	–	166
2022 Q1	$236K	Hold	1,732	–	–	0.12%	155
2021 Q4	$236K	Buy	+1,732	New	+$214K	0.11%	164
2021 Q2	–	Sell	-1,733	Closed	-$170K	–	595
2021 Q1	$170K	Buy	+1,733	New	+$160K	0.08%	194
2020 Q1	–	Sell	-1,169	Closed	-$99.4K	–	541
2019 Q4	$99.4K	Buy	+1,169	New	+$98.6K	0.05%	216

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allred Capital Management's PAYX Position: Q3 2025 in Review

Allred Capital Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,545 shares — an estimated $225K sold.

Allred Capital Management first reported a position in PAYX in Q4 2019 and held it in 11 quarters. The position peaked at $251K in Q1 2025. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Allred Capital Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Allred Capital Management sold 1,545 Paychex shares in Q3 2025, an estimated $225K.
Allred Capital Management first reported a position in Paychex in Q4 2019 and held it in 11 quarters.
Allred Capital Management's Paychex position peaked at $251K in Q1 2025.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Allred Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.