Blue Bell Private Wealth Management’s Paychex PAYX Stock Holding History

Blue Bell Private 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
2026 Q1	$80.8K	Hold	877	–	–	0.01%	365
2025 Q4	$98.4K	Hold	877	–	–	0.01%	329
2025 Q3	$111K	Sell	877 -11	-1%	-$1.53K	0.02%	313
2025 Q2	$129K	Buy	888 +800	+909%	+$120K	0.02%	287
2025 Q1	$13.6K	Buy	88 +11	+14%	+$1.62K	﹤0.01%	490
2024 Q4	$10.8K	Sell	77 -46	-37%	-$6.53K	﹤0.01%	495
2024 Q3	$16.5K	Buy	123 +17	+16%	+$2.16K	﹤0.01%	479
2024 Q2	$12.6K	Hold	106	–	–	﹤0.01%	497
2024 Q1	$13K	Buy	106 +9	+9%	+$1.09K	﹤0.01%	498
2023 Q4	$11.6K	Sell	97 -71	-42%	-$8.41K	﹤0.01%	479
2023 Q3	$19.4K	Hold	168	–	–	0.01%	364
2023 Q2	$18.8K	Buy	168 +71	+73%	+$7.76K	0.01%	360
2023 Q1	$11.1K	Hold	97	–	–	﹤0.01%	365
2022 Q4	$11.2K	Hold	97	–	–	﹤0.01%	363
2022 Q3	$11K	Hold	97	–	–	﹤0.01%	364
2022 Q2	$11K	Hold	97	–	–	﹤0.01%	376
2022 Q1	$13K	Hold	97	–	–	﹤0.01%	377
2021 Q4	$13K	Buy	+97	New	+$12K	﹤0.01%	364

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

Blue Bell Private Wealth Management's PAYX Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Paychex (PAYX) position steady in Q1 2026 at 877 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #365.

Blue Bell Private Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 18 quarters since. The position peaked at $129K in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Blue Bell Private Wealth Management held 877 shares of Paychex worth $80.8K as of Q1 2026.
Blue Bell Private Wealth Management left its Paychex share count unchanged in Q1 2026.
Paychex made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #365 holding.
Blue Bell Private Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Paychex position peaked at $129K in Q2 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.