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Beacon Investment Advisory Services’s Paychex PAYX Stock Holding History

Beacon Investment Advisory Services’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 		$408K Sell
4,154
-490
-11% -$46.4K 0.02% 200
2026
Q1 		$428K Sell
4,644
-910
-16% -$90K 0.02% 195
2025
Q4 		$623K Sell
5,554
-336
-6% -$39.3K 0.03% 160
2025
Q3 		$747K Sell
5,890
-850
-13% -$118K 0.03% 146
2025
Q2 		$980K Sell
6,740
-20
-0.3% -$3.01K 0.04% 132
2025
Q1 		$1.04M Sell
6,760
-120
-2% -$17.6K 0.05% 130
2024
Q4 		$965K Sell
6,880
-770
-10% -$109K 0.04% 135
2024
Q3 		$1.03M Hold
7,650
– – 0.04% 138
2024
Q2 		$907K Sell
7,650
-450
-6% -$55K 0.04% 140
2024
Q1 		$995K Sell
8,100
-877
-10% -$106K 0.04% 140
2023
Q4 		$1.07M Sell
8,977
-158
-2% -$18.7K 0.05% 139
2023
Q3 		$1.05M Sell
9,135
-1,167
-11% -$141K 0.05% 147
2023
Q2 		$1.15M Sell
10,302
-4,271
-29% -$467K 0.05% 150
2023
Q1 		$1.67M Hold
14,573
– – 0.08% 129
2022
Q4 		$1.68M Sell
14,573
-1,831
-11% -$214K 0.09% 129
2022
Q3 		$1.84M Sell
16,404
-3,350
-17% -$415K 0.1% 123
2022
Q2 		$2.25M Sell
19,754
-3,634
-16% -$456K 0.12% 124
2022
Q1 		$3.19M Sell
23,388
-214
-0.9% -$26.3K 0.14% 112
2021
Q4 		$3.22M Sell
23,602
-2,071
-8% -$256K 0.13% 117
2021
Q3 		$2.89M Sell
25,673
-151
-0.6% -$17K 0.12% 120
2021
Q2 		$2.77M Buy
25,824
+16
+0.1% +$1.61K 0.11% 123
2021
Q1 		$2.53M Sell
25,808
-500
-2% -$46K 0.11% 127
2020
Q4 		$2.45M Hold
26,308
– – 0.11% 127
2020
Q3 		$2.1M Buy
26,308
+920
+4% +$69.1K 0.11% 123
2020
Q2 		$1.92M Sell
25,388
-2,195
-8% -$152K 0.11% 124
2020
Q1 		$1.74M Sell
27,583
-1,109
-4% -$88.6K 0.12% 118
2019
Q4 		$2.44M Buy
28,692
+26,106
+1,010% +$2.2M 0.13% 122
2019
Q3 		$214K Buy
2,586
+42
+2% +$3.49K 0.02% 224
2019
Q2 		$209K Sell
2,544
-2,572
-50% -$217K 0.02% 221
2019
Q1 		$410K Buy
5,116
+7
+0.1% +$516 0.04% 165
2018
Q4 		$333K Buy
5,109
+21
+0.4% +$1.42K 0.04% 191
2018
Q3 		$375K Hold
5,088
– – 0.04% 193
2018
Q2 		$348K Buy
5,088
+52
+1% +$3.35K 0.04% 199
2018
Q1 		$310K Buy
5,036
+94
+2% +$6.21K 0.03% 210
2017
Q4 		$336K Sell
4,942
-1,821
-27% -$120K 0.04% 191
2017
Q3 		$405K Buy
+6,763
New +$386K 0.03% 199

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

Beacon Investment Advisory Services's PAYX Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Paychex (PAYX) stake by 11% in Q2 2026, selling an estimated $46.4K and leaving 4,154 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #200.

Beacon Investment Advisory Services first reported a position in PAYX in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.22M in Q4 2021. 505 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Beacon Investment Advisory Services held 4,154 shares of Paychex worth $408K as of Q2 2026.
  • Beacon Investment Advisory Services sold 490 Paychex shares in Q2 2026, an estimated $46.4K.
  • Paychex made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #200 holding.
  • Beacon Investment Advisory Services first reported a position in Paychex in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's Paychex position peaked at $3.22M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.