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Aptus Capital Advisors’s Paychex PAYX Stock Holding History

Aptus Capital Advisors’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
2020
Q1 		– Sell
-36,000
Closed -$3.06M – 502
2019
Q4 		$3.06M Buy
36,000
+6,500
+22% +$548K 0.22% 87
2019
Q3 		$2.44M Buy
+29,500
New +$2.45M 0.14% 101

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

Aptus Capital Advisors's PAYX Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Paychex (PAYX) stake by 20% in Q1 2026, selling an estimated $308K and leaving 12,519 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #556.

Aptus Capital Advisors first reported a position in PAYX in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.32M in Q1 2022. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Aptus Capital Advisors held 12,519 shares of Paychex worth $1.15M as of Q1 2026.
  • Aptus Capital Advisors sold 3,108 Paychex shares in Q1 2026, an estimated $308K.
  • Paychex made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #556 holding.
  • Aptus Capital Advisors first reported a position in Paychex in Q4 2018 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Paychex position peaked at $6.32M in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.