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Beaumont Financial Advisors’s Paychex PAYX Stock Holding History

Beaumont Financial Advisors’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
Q1 		– Sell
-1,990
Closed -$223K – 387
2025
Q4 		$223K Sell
1,990
-184
-8% -$21.5K 0.01% 346
2025
Q3 		$276K Sell
2,174
-243
-10% -$33.7K 0.02% 331
2025
Q2 		$352K Buy
2,417
+16
+0.7% +$2.41K 0.03% 272
2025
Q1 		$370K Sell
2,401
-65
-3% -$9.56K 0.03% 263
2024
Q4 		$346K Sell
2,466
-218
-8% -$31K 0.03% 270
2024
Q3 		$360K Buy
2,684
+301
+13% +$38.2K 0.03% 252
2024
Q2 		$283K Buy
2,383
+44
+2% +$5.38K 0.02% 285
2024
Q1 		$287K Sell
2,339
-12
-0.5% -$1.46K 0.02% 286
2023
Q4 		$280K Hold
2,351
– – 0.03% 276
2023
Q3 		$271K Buy
2,351
+204
+10% +$24.6K 0.03% 264
2023
Q2 		$240K Buy
2,147
+22
+1% +$2.41K 0.02% 302
2023
Q1 		$244K Hold
2,125
– – 0.02% 277
2022
Q4 		$246K Sell
2,125
-4,158
-66% -$487K 0.02% 282
2022
Q3 		$705K Sell
6,283
-147
-2% -$18.2K 0.07% 143
2022
Q2 		$732K Sell
6,430
-253
-4% -$31.8K 0.07% 149
2022
Q1 		$912K Buy
6,683
+878
+15% +$108K 0.07% 161
2021
Q4 		$792K Sell
5,805
-32
-0.5% -$3.96K 0.06% 164
2021
Q3 		$656K Hold
5,837
– – 0.05% 182
2021
Q2 		$626K Buy
5,837
+1
+0% +$101 0.05% 182
2021
Q1 		$572K Sell
5,836
-31
-0.5% -$2.85K 0.05% 181
2020
Q4 		$547K Buy
5,867
+10
+0.2% +$888 0.05% 188
2020
Q3 		$467K Sell
5,857
-144
-2% -$10.8K 0.04% 201
2020
Q2 		$455K Buy
+6,001
New +$416K 0.05% 194
2018
Q1 		– Sell
-5,248
Closed -$357K – 222
2017
Q4 		$357K Buy
5,248
+3
+0.1% +$197 0.04% 139
2017
Q3 		$314K Sell
5,245
-190
-3% -$10.9K 0.04% 142
2017
Q2 		$309K Sell
5,435
-1,099
-17% -$64.5K 0.04% 147
2017
Q1 		$385K Buy
+6,534
New +$397K 0.05% 135

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's PAYX Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,990 shares — an estimated $223K sold.

Beaumont Financial Advisors first reported a position in PAYX in Q1 2017 and held it in 27 quarters. The position peaked at $912K in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,990 Paychex shares in Q1 2026, an estimated $223K.
  • Beaumont Financial Advisors first reported a position in Paychex in Q1 2017 and held it in 27 quarters.
  • Beaumont Financial Advisors's Paychex position peaked at $912K in Q1 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.