Alpha Family Trust’s Paychex PAYX Stock Holding History

Alpha Family Trust’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 Q2	$395K	Buy	+4,020	New	+$380K	0.16%	101
2026 Q1	–	Sell	-2,150	Closed	-$241K	–	219
2025 Q4	$241K	Hold	2,150	–	–	0.11%	165
2025 Q3	$273K	Sell	2,150 -485	-18%	-$67.3K	0.13%	137
2025 Q2	$383K	Hold	2,635	–	–	0.19%	103
2025 Q1	$407K	Buy	2,635 +485	+23%	+$71.3K	0.24%	81
2024 Q4	$301K	Hold	2,150	–	–	0.17%	102
2024 Q3	$289K	Hold	2,150	–	–	0.16%	110
2024 Q2	$255K	Hold	2,150	–	–	0.15%	114
2024 Q1	$264K	Hold	2,150	–	–	0.16%	121
2023 Q4	$256K	Buy	+2,150	New	+$255K	0.17%	114
2023 Q1	–	Sell	-1,790	Closed	-$207K	–	132
2022 Q4	$207K	Buy	+1,790	New	+$209K	0.19%	113

Other funds holding PAYX

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Alpha Family Trust's PAYX Position: Q2 2026 in Review

Alpha Family Trust opened a new position in Paychex (PAYX) in Q2 2026: 4,020 shares worth $395K. The stake represents 0.16% of the portfolio and ranks #101 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in PAYX as recently as Q4 2025.

Alpha Family Trust first reported a position in PAYX in Q4 2022 and has held it in 11 quarters since. The position peaked at $407K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Alpha Family Trust held 4,020 shares of Paychex worth $395K as of Q2 2026.
Paychex was a new Alpha Family Trust position in Q2 2026.
Paychex made up 0.16% of Alpha Family Trust's portfolio in Q2 2026, its #101 holding.
Alpha Family Trust first reported a position in Paychex in Q4 2022 and has held it in 11 quarters since.
Alpha Family Trust's Paychex position peaked at $407K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.