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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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners's PAYX Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Paychex (PAYX) stake by 16% in Q2 2026, selling an estimated $499K and leaving 27,095 shares worth $2.66M. The position accounts for 0.17% of the portfolio, ranked #74.

Baldwin Wealth Partners first reported a position in PAYX in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.85M in Q3 2024. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Baldwin Wealth Partners held 27,095 shares of Paychex worth $2.66M as of Q2 2026.
  • Baldwin Wealth Partners sold 5,269 Paychex shares in Q2 2026, an estimated $499K.
  • Paychex made up 0.17% of Baldwin Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Baldwin Wealth Partners first reported a position in Paychex in Q4 2018 and has held it in 25 quarters since.
  • Baldwin Wealth Partners's Paychex position peaked at $5.85M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.