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Aspen Investment Management’s Paychex PAYX Stock Holding History

Aspen Investment 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
Q4 		– Sell
-1,909
Closed -$242K – 180
2025
Q3 		$242K Hold
1,909
– – 0.09% 144
2025
Q2 		$278K Hold
1,909
– – 0.12% 133
2025
Q1 		$295K Buy
1,909
+49
+3% +$7.21K 0.14% 128
2024
Q4 		$261K Hold
1,860
– – 0.12% 131
2024
Q3 		$250K Sell
1,860
-245
-12% -$31.1K 0.12% 139
2024
Q2 		$250K Sell
2,105
-75
-3% -$9.16K 0.12% 132
2024
Q1 		$268K Sell
2,180
-160
-7% -$19.4K 0.14% 135
2023
Q4 		$279K Sell
2,340
-65
-3% -$7.7K 0.16% 124
2023
Q3 		$277K Buy
2,405
+20
+0.8% +$2.41K 0.17% 124
2023
Q2 		$267K Hold
2,385
– – 0.16% 116
2023
Q1 		$273K Hold
2,385
– – 0.17% 109
2022
Q4 		$276K Hold
2,385
– – 0.18% 110
2022
Q3 		$268K Sell
2,385
-15
-0.6% -$1.86K 0.18% 114
2022
Q2 		$273K Hold
2,400
– – 0.17% 121
2022
Q1 		$328K Buy
2,400
+10
+0.4% +$1.23K 0.17% 117
2021
Q4 		$326K Buy
2,390
+200
+9% +$24.7K 0.16% 121
2021
Q3 		$246K Buy
2,190
+300
+16% +$33.7K 0.13% 130
2021
Q2 		$203K Buy
+1,890
New +$190K 0.11% 144
2014
Q3 		– Sell
-6,290
Closed -$261K – 128
2014
Q2 		$261K Buy
+6,290
New +$259K 0.16% 110

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspen Investment Management's PAYX Position: Q4 2025 in Review

Aspen Investment Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,909 shares — an estimated $242K sold.

Aspen Investment Management first reported a position in PAYX in Q2 2014 and held it in 19 quarters. The position peaked at $328K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Aspen Investment Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Aspen Investment Management sold 1,909 Paychex shares in Q4 2025, an estimated $242K.
  • Aspen Investment Management first reported a position in Paychex in Q2 2014 and held it in 19 quarters.
  • Aspen Investment Management's Paychex position peaked at $328K in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Aspen Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.