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 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 $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Family Trust's PAYX Position: Q1 2026 in Review

Alpha Family Trust sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,150 shares — an estimated $241K sold.

Alpha Family Trust first reported a position in PAYX in Q4 2022 and held it in 10 quarters. The position peaked at $407K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Alpha Family Trust reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Alpha Family Trust sold 2,150 Paychex shares in Q1 2026, an estimated $241K.
Alpha Family Trust first reported a position in Paychex in Q4 2022 and held it in 10 quarters.
Alpha Family Trust's Paychex position peaked at $407K in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.