Aufman Associates’s Paychex PAYX Stock Holding History

Aufman Associates’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	$291K	Hold	3,154	–	–	0.14%	45
2025 Q4	$354K	Hold	3,154	–	–	0.18%	41
2025 Q3	$400K	Hold	3,154	–	–	0.23%	38
2025 Q2	$459K	Sell	3,154 -396	-11%	-$59.6K	0.28%	33
2025 Q1	$548K	Hold	3,550	–	–	0.38%	26
2024 Q4	$498K	Hold	3,550	–	–	0.34%	28
2024 Q3	$476K	Buy	3,550 +1,200	+51%	+$152K	0.31%	29
2024 Q2	$279K	Hold	2,350	–	–	0.2%	37
2024 Q1	$289K	Hold	2,350	–	–	0.2%	34
2023 Q4	$280K	Hold	2,350	–	–	0.21%	32
2023 Q3	$271K	Hold	2,350	–	–	0.23%	32
2023 Q2	$263K	Hold	2,350	–	–	0.22%	35
2023 Q1	$269K	Hold	2,350	–	–	0.23%	34
2022 Q4	$272K	Hold	2,350	–	–	0.25%	34
2022 Q3	$264K	Hold	2,350	–	–	0.28%	33
2022 Q2	$268K	Hold	2,350	–	–	0.25%	35
2022 Q1	$321K	Hold	2,350	–	–	0.25%	32
2021 Q4	$321K	Hold	2,350	–	–	0.24%	31
2021 Q3	$264K	Hold	2,350	–	–	0.22%	34
2021 Q2	$252K	Hold	2,350	–	–	0.19%	40
2021 Q1	$230K	Hold	2,350	–	–	0.19%	39
2020 Q4	$219K	Buy	+2,350	New	+$209K	0.2%	39
2020 Q1	–	Sell	-2,550	Closed	-$217K	–	41
2019 Q4	$217K	Buy	+2,550	New	+$215K	0.22%	39

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

Aufman Associates's PAYX Position: Q1 2026 in Review

Aufman Associates held its Paychex (PAYX) position steady in Q1 2026 at 3,154 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #45.

Aufman Associates first reported a position in PAYX in Q4 2019 and has held it in 23 quarters since. The position peaked at $548K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Aufman Associates held 3,154 shares of Paychex worth $291K as of Q1 2026.
Aufman Associates left its Paychex share count unchanged in Q1 2026.
Paychex made up 0.14% of Aufman Associates's portfolio in Q1 2026, its #45 holding.
Aufman Associates first reported a position in Paychex in Q4 2019 and has held it in 23 quarters since.
Aufman Associates's Paychex position peaked at $548K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.