Biltmore Family Office’s Paychex PAYX Stock Holding History

Biltmore Family Office’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	$432K	Buy	4,690 +1,487	+46%	+$147K	0.06%	170
2025 Q4	$359K	Buy	3,203 +23	+0.7%	+$2.69K	0.05%	176
2025 Q3	$403K	Buy	3,180 +82	+3%	+$11.4K	0.06%	155
2025 Q2	$451K	Hold	3,098	–	–	0.08%	134
2025 Q1	$478K	Hold	3,098	–	–	0.08%	131
2024 Q4	$434K	Hold	3,098	–	–	0.07%	131
2024 Q3	$416K	Buy	3,098 +5	+0.2%	+$635	0.07%	142
2024 Q2	$367K	Buy	3,093 +136	+5%	+$16.6K	0.07%	140
2024 Q1	$363K	Hold	2,957	–	–	0.07%	140
2023 Q4	$352K	Hold	2,957	–	–	0.07%	138
2023 Q3	$341K	Hold	2,957	–	–	0.08%	145
2023 Q2	$331K	Hold	2,957	–	–	0.07%	143
2023 Q1	$339K	Sell	2,957 -223	-7%	-$25.4K	0.07%	176
2022 Q4	$367K	Sell	3,180 -9	-0.3%	-$1.05K	0.08%	166
2022 Q3	$358K	Buy	3,189 +69	+2%	+$8.55K	0.08%	124
2022 Q2	$355K	Hold	3,120	–	–	0.09%	130
2022 Q1	$426K	Hold	3,120	–	–	0.09%	129
2021 Q4	$426K	Sell	3,120 -1,387	-31%	-$171K	0.08%	140
2021 Q3	$507K	Hold	4,507	–	–	0.12%	102
2021 Q2	$484K	Hold	4,507	–	–	0.14%	103
2021 Q1	$442K	Sell	4,507 -400	-8%	-$36.8K	0.14%	103
2020 Q4	$457K	Buy	+4,907	New	+$436K	0.14%	96
2020 Q1	–	Sell	-2,477	Closed	-$211K	–	214
2019 Q4	$211K	Buy	+2,477	New	+$209K	0.08%	158

Other funds holding PAYX

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Biltmore Family Office's PAYX Position: Q1 2026 in Review

Biltmore Family Office increased its Paychex (PAYX) stake by 46% in Q1 2026, buying an estimated $147K and bringing the position to 4,690 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #170.

Biltmore Family Office first reported a position in PAYX in Q4 2019 and has held it in 23 quarters since. The position peaked at $507K in Q3 2021. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Biltmore Family Office held 4,690 shares of Paychex worth $432K as of Q1 2026.
Biltmore Family Office bought 1,487 Paychex shares in Q1 2026, an estimated $147K.
Paychex made up 0.06% of Biltmore Family Office's portfolio in Q1 2026, its #170 holding.
Biltmore Family Office first reported a position in Paychex in Q4 2019 and has held it in 23 quarters since.
Biltmore Family Office's Paychex position peaked at $507K in Q3 2021.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.