Baldwin Wealth Partners
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Baldwin Wealth Partners’s Paychex PAYX Stock Holding History

Baldwin Wealth Partners’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
Q3 		$2.39M Sell
24,310
-2,785
-10% -$322K 0.16% 78
2026
Q2 		$2.66M Sell
27,095
-5,269
-16% -$499K 0.17% 74
2026
Q1 		$2.98M Sell
32,364
-2,386
-7% -$236K 0.22% 70
2025
Q4 		$3.9M Sell
34,750
-398
-1% -$46.6K 0.25% 61
2025
Q3 		$4.46M Sell
35,148
-1,095
-3% -$152K 0.29% 59
2025
Q2 		$5.27M Sell
36,243
-1,369
-4% -$206K 0.36% 57
2025
Q1 		$5.8M Sell
37,612
-2,577
-6% -$379K 0.41% 56
2024
Q4 		$5.64M Sell
40,189
-3,373
-8% -$479K 0.39% 57
2024
Q3 		$5.85M Buy
43,562
+3,259
+8% +$414K 0.4% 57
2024
Q2 		$4.78M Sell
40,303
-1,193
-3% -$146K 0.37% 57
2024
Q1 		$5.1M Sell
41,496
-2,729
-6% -$331K 0.38% 59
2023
Q4 		$5.27M Sell
44,225
-3,961
-8% -$469K 0.41% 57
2023
Q3 		$5.56M Buy
48,186
+1
+0% +$121 0.48% 55
2023
Q2 		$5.39M Sell
48,185
-1,502
-3% -$164K 0.44% 55
2023
Q1 		$5.69M Sell
49,687
-229
-0.5% -$26.1K 0.5% 55
2022
Q4 		$5.77M Buy
49,916
+49,241
+7,295% +$5.76M 0.52% 58
2022
Q3 		$76K Hold
675
– – 0.01% 270
2022
Q2 		$77K Hold
675
– – 0.01% 282
2022
Q1 		$92K Hold
675
– – 0.01% 281
2021
Q4 		$92K Hold
675
– – 0.01% 276
2021
Q3 		$76K Hold
675
– – 0.01% 297
2021
Q2 		$72K Hold
675
– – 0.01% 311
2021
Q1 		$66K Hold
675
– – 0.01% 310
2020
Q4 		$63K Hold
675
– – 0.01% 296
2020
Q3 		$54K Buy
+675
New +$50.7K 0.01% 289
2019
Q1 		– Sell
-412
Closed -$27K – 526
2018
Q4 		$27K Buy
+412
New +$27.9K ﹤0.01% 352

Other funds holding PAYX

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Baldwin Wealth Partners's PAYX Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Paychex (PAYX) stake by 10% in Q3 2026, selling an estimated $322K and leaving 24,310 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #78.

Baldwin Wealth Partners first reported a position in PAYX in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.85M in Q3 2024. 614 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Baldwin Wealth Partners held 24,310 shares of Paychex worth $2.39M as of Q3 2026.
  • Baldwin Wealth Partners sold 2,785 Paychex shares in Q3 2026, an estimated $322K.
  • Paychex made up 0.16% of Baldwin Wealth Partners's portfolio in Q3 2026, its #78 holding.
  • Baldwin Wealth Partners first reported a position in Paychex in Q4 2018 and has held it in 26 quarters since.
  • Baldwin Wealth Partners's Paychex position peaked at $5.85M in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.