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Bogart Wealth LLC’s Paychex PAYX Stock Holding History

Bogart Wealth LLC’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 		$65.4K Buy
665
+87
+15% +$8.23K ﹤0.01% 483
2026
Q1 		$53.2K Buy
578
+178
+45% +$17.6K ﹤0.01% 475
2025
Q4 		$44.9K Buy
400
+15
+4% +$1.76K ﹤0.01% 497
2025
Q3 		$48.8K Buy
385
+6
+2% +$832 ﹤0.01% 463
2025
Q2 		$55.1K Buy
379
+93
+33% +$14K ﹤0.01% 433
2025
Q1 		$44.1K Buy
286
+10
+4% +$1.47K ﹤0.01% 445
2024
Q4 		$38.7K Hold
276
– – ﹤0.01% 456
2024
Q3 		$37K Buy
276
+14
+5% +$1.78K ﹤0.01% 465
2024
Q2 		$31.1K Sell
262
-17
-6% -$2.08K ﹤0.01% 472
2024
Q1 		$34.3K Buy
279
+17
+6% +$2.06K ﹤0.01% 437
2023
Q4 		$31.2K Hold
262
– – ﹤0.01% 437
2023
Q3 		$30.2K Hold
262
– – ﹤0.01% 417
2023
Q2 		$29.3K Hold
262
– – ﹤0.01% 400
2023
Q1 		$30K Hold
262
– – ﹤0.01% 397
2022
Q4 		$30.3K Hold
262
– – ﹤0.01% 373
2022
Q3 		$29K Sell
262
-13
-5% -$1.61K ﹤0.01% 381
2022
Q2 		$31K Buy
275
+48
+21% +$6.03K ﹤0.01% 360
2022
Q1 		$31K Hold
227
– – ﹤0.01% 329
2021
Q4 		$31K Hold
227
– – ﹤0.01% 317
2021
Q3 		$26K Hold
227
– – ﹤0.01% 326
2021
Q2 		$24K Hold
227
– – ﹤0.01% 322
2021
Q1 		$22K Buy
+227
New +$20.9K ﹤0.01% 313
2017
Q1 		– Sell
-5,563
Closed -$339K – 69
2016
Q4 		$339K Buy
+5,563
New +$321K 0.23% 53

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bogart Wealth LLC's PAYX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Paychex (PAYX) stake by 15% in Q2 2026, buying an estimated $8.23K and bringing the position to 665 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Bogart Wealth LLC first reported a position in PAYX in Q4 2016 and has held it in 23 quarters since. The position peaked at $339K in Q4 2016. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Bogart Wealth LLC held 665 shares of Paychex worth $65.4K as of Q2 2026.
  • Bogart Wealth LLC bought 87 Paychex shares in Q2 2026, an estimated $8.23K.
  • Paychex made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #483 holding.
  • Bogart Wealth LLC first reported a position in Paychex in Q4 2016 and has held it in 23 quarters since.
  • Bogart Wealth LLC's Paychex position peaked at $339K in Q4 2016.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.