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BlackDiamond Wealth Management’s Paychex PAYX Stock Holding History

BlackDiamond 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
2025
Q3 		– Sell
-1,582
Closed -$233K – 179
2025
Q2 		$233K Sell
1,582
-3
-0.2% -$452 0.13% 149
2025
Q1 		$240K Sell
1,585
-404
-20% -$59.4K 0.16% 125
2024
Q4 		$279K Buy
1,989
+2
+0.1% +$284 0.16% 120
2024
Q3 		$294K Sell
1,987
-651
-25% -$82.7K 0.18% 123
2024
Q2 		$328K Buy
2,638
+99
+4% +$12.1K 0.22% 100
2024
Q1 		$312K Buy
2,539
+10
+0.4% +$1.21K 0.22% 102
2023
Q4 		$303K Sell
2,529
-346
-12% -$41K 0.22% 98
2023
Q3 		$318K Buy
2,875
+4
+0.1% +$482 0.29% 84
2023
Q2 		$359K Buy
2,871
+192
+7% +$21K 0.3% 77
2023
Q1 		$289K Buy
2,679
+600
+29% +$68.3K 0.3% 79
2022
Q4 		$244K Sell
2,079
-180
-8% -$21.1K 0.28% 92
2022
Q3 		$263K Sell
2,259
-20
-0.9% -$2.48K 0.32% 79
2022
Q2 		$274K Buy
2,279
+69
+3% +$8.67K 0.34% 86
2022
Q1 		$302K Buy
2,210
+6
+0.3% +$737 0.36% 80
2021
Q4 		$301K Buy
+2,204
New +$272K 0.35% 90

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackDiamond Wealth Management's PAYX Position: Q3 2025 in Review

BlackDiamond Wealth Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,582 shares — an estimated $233K sold.

BlackDiamond Wealth Management first reported a position in PAYX in Q4 2021 and held it in 15 quarters. The position peaked at $359K in Q2 2023. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • BlackDiamond Wealth Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 1,582 Paychex shares in Q3 2025, an estimated $233K.
  • BlackDiamond Wealth Management first reported a position in Paychex in Q4 2021 and held it in 15 quarters.
  • BlackDiamond Wealth Management's Paychex position peaked at $359K in Q2 2023.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.