Beacon Capital Management LLC (Tennessee)’s Paychex PAYX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-434	Closed	-$63.2K	–	755
2025 Q2	$63.2K	Buy	434 +24	+6%	+$3.61K	0.01%	296
2025 Q1	$63.2K	Sell	410 -23	-5%	-$3.38K	0.01%	278
2024 Q4	$60.8K	Sell	433 -165	-28%	-$23.4K	0.01%	271
2024 Q3	$80.2K	Buy	598 +308	+106%	+$39.1K	0.01%	232
2024 Q2	$34.4K	Sell	290 -302	-51%	-$36.9K	0.01%	350
2024 Q1	$72.7K	Buy	592 +325	+122%	+$39.4K	0.01%	223
2023 Q4	$30.8K	Hold	267	–	–	0.01%	309
2023 Q3	$29.9K	Hold	267	–	–	0.01%	337
2023 Q2	$29.9K	Buy	267 +26	+11%	+$2.84K	0.01%	337
2023 Q1	$27.6K	Hold	241	–	–	0.01%	318
2022 Q4	$27.9K	Hold	241	–	–	0.01%	316
2022 Q3	$27K	Hold	241	–	–	0.01%	294
2022 Q2	$33K	Hold	241	–	–	0.01%	303
2022 Q1	$33K	Buy	+241	New	+$29.6K	0.01%	303

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PAYX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Paychex (PAYX) in Q3 2025, closing a stake of 434 shares — an estimated $63.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PAYX in Q1 2022 and held it in 14 quarters. The position peaked at $80.2K in Q3 2024. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 434 Paychex shares in Q3 2025, an estimated $63.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in Paychex in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Paychex position peaked at $80.2K in Q3 2024.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.