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Bartlett & Co Wealth Management’s Paychex PAYX Stock Holding History

Bartlett & Co Wealth 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
2026
Q2 		$84K Sell
854
-150
-15% -$14.2K ﹤0.01% 656
2026
Q1 		$92.8K Buy
1,004
+63
+7% +$6.23K ﹤0.01% 585
2025
Q4 		$106K Buy
941
+5
+0.5% +$585 ﹤0.01% 551
2025
Q3 		$119K Buy
936
+326
+53% +$45.2K ﹤0.01% 528
2025
Q2 		$88.7K Sell
610
-79
-11% -$11.9K ﹤0.01% 568
2025
Q1 		$106K Buy
689
+1
+0.1% +$147 ﹤0.01% 534
2024
Q4 		$96.5K Hold
688
– – ﹤0.01% 545
2024
Q3 		$92.3K Hold
688
– – ﹤0.01% 555
2024
Q2 		$81.6K Buy
688
+43
+7% +$5.25K ﹤0.01% 580
2024
Q1 		$79.2K Hold
645
– – ﹤0.01% 594
2023
Q4 		$77.1K Hold
645
– – ﹤0.01% 618
2023
Q3 		$74.4K Hold
645
– – ﹤0.01% 583
2023
Q2 		$72.2K Buy
645
+113
+21% +$12.4K ﹤0.01% 596
2023
Q1 		$61K Hold
532
– – ﹤0.01% 540
2022
Q4 		$61.5K Hold
532
– – ﹤0.01% 551
2022
Q3 		$59.7K Sell
532
-52
-9% -$6.44K ﹤0.01% 539
2022
Q2 		$66.5K Buy
584
+52
+10% +$6.53K ﹤0.01% 526
2022
Q1 		$72.6K Buy
+532
New +$65.3K ﹤0.01% 532
2021
Q4 		– Sell
-813
Closed -$91.4K – 735
2021
Q3 		$91.4K Buy
813
+618
+317% +$69.4K ﹤0.01% 423
2021
Q2 		$20.9K Hold
195
– – ﹤0.01% 620
2021
Q1 		$19.1K Hold
195
– – ﹤0.01% 670
2020
Q4 		$18.2K Hold
195
– – ﹤0.01% 677
2020
Q3 		$15.6K Hold
195
– – ﹤0.01% 643
2020
Q2 		$14.8K Sell
195
-15
-7% -$1.04K ﹤0.01% 643
2020
Q1 		$13.2K Buy
210
+15
+8% +$1.2K ﹤0.01% 626
2019
Q4 		$16.6K Hold
195
– – ﹤0.01% 676
2019
Q3 		$16.1K Hold
195
– – ﹤0.01% 685
2019
Q2 		$16K Hold
195
– – ﹤0.01% 553
2019
Q1 		$15.6K Hold
195
– – ﹤0.01% 543
2018
Q4 		$12.7K Hold
195
– – ﹤0.01% 557
2018
Q3 		$14.4K Hold
195
– – ﹤0.01% 578
2018
Q2 		$13.3K Sell
195
-77
-28% -$4.97K ﹤0.01% 575
2018
Q1 		$16.8K Buy
+272
New +$18K ﹤0.01% 554

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

Bartlett & Co Wealth Management's PAYX Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Paychex (PAYX) stake by 15% in Q2 2026, selling an estimated $14.2K and leaving 854 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Bartlett & Co Wealth Management first reported a position in PAYX in Q1 2018 and has held it in 33 quarters since. The position peaked at $119K in Q3 2025. 456 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Bartlett & Co Wealth Management held 854 shares of Paychex worth $84K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 150 Paychex shares in Q2 2026, an estimated $14.2K.
  • Paychex made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Bartlett & Co Wealth Management first reported a position in Paychex in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Paychex position peaked at $119K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.