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Bullock Wealth Management’s Paychex PAYX Stock Holding History

Bullock 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
Q2 		$264K Buy
2,573
+19
+0.7% +$1.8K 0.11% 153
2026
Q1 		$232K Sell
2,554
-6,084
-70% -$602K 0.12% 151
2025
Q4 		$969K Sell
8,638
-223
-3% -$26.1K 0.47% 55
2025
Q3 		$1.1M Buy
8,861
+6
+0.1% +$832 0.55% 39
2025
Q2 		$1.31M Sell
8,855
-49
-0.6% -$7.38K 0.69% 30
2025
Q1 		$1.38M Sell
8,904
-159
-2% -$23.4K 0.77% 23
2024
Q4 		$1.27M Sell
9,063
-100
-1% -$14.2K 0.74% 24
2024
Q3 		$1.29M Buy
9,163
+406
+5% +$51.6K 0.78% 22
2024
Q2 		$1.02M Buy
8,757
+520
+6% +$63.5K 0.67% 23
2024
Q1 		$1M Buy
+8,237
New +$1,000K 0.67% 26

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's PAYX Position: Q2 2026 in Review

Bullock Wealth Management increased its Paychex (PAYX) stake by 0.74% in Q2 2026, buying an estimated $1.8K and bringing the position to 2,573 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #153.

Bullock Wealth Management first reported a position in PAYX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Bullock Wealth Management held 2,573 shares of Paychex worth $264K as of Q2 2026.
  • Bullock Wealth Management bought 19 Paychex shares in Q2 2026, an estimated $1.8K.
  • Paychex made up 0.11% of Bullock Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Bullock Wealth Management first reported a position in Paychex in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Paychex position peaked at $1.38M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.