CWM
PAYX icon

Cahaba Wealth Management’s Paychex PAYX Stock Holding History

Cahaba 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 		– Sell
-1,968
Closed -$221K – 161
2025
Q4 		$221K Buy
1,968
+2
+0.1% +$234 0.02% 141
2025
Q3 		$249K Buy
1,966
+47
+2% +$6.52K 0.02% 134
2025
Q2 		$279K Buy
1,919
+48
+3% +$7.23K 0.02% 127
2025
Q1 		$289K Hold
1,871
– – 0.02% 116
2024
Q4 		$262K Sell
1,871
-22
-1% -$3.12K 0.02% 127
2024
Q3 		$254K Buy
1,893
+10
+0.5% +$1.27K 0.02% 127
2024
Q2 		$223K Sell
1,883
-171
-8% -$20.9K 0.02% 134
2024
Q1 		$252K Buy
2,054
+1
+0% +$121 0.02% 129
2023
Q4 		$245K Hold
2,053
– – 0.02% 124
2023
Q3 		$237K Sell
2,053
-470
-19% -$56.6K 0.03% 126
2023
Q2 		$282K Buy
2,523
+21
+0.8% +$2.3K 0.03% 111
2023
Q1 		$287K Sell
2,502
-73
-3% -$8.3K 0.03% 110
2022
Q4 		$298K Sell
2,575
-98
-4% -$11.5K 0.04% 106
2022
Q3 		$300K Sell
2,673
-81
-3% -$10K 0.04% 104
2022
Q2 		$313K Buy
2,754
+5
+0.2% +$628 0.04% 106
2022
Q1 		$348K Buy
2,749
+565
+26% +$69.4K 0.05% 101
2021
Q4 		$298K Buy
2,184
+81
+4% +$10K 0.04% 117
2021
Q3 		$236K Buy
+2,103
New +$236K 0.03% 121

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cahaba Wealth Management's PAYX Position: Q1 2026 in Review

Cahaba Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,968 shares — an estimated $221K sold.

Cahaba Wealth Management first reported a position in PAYX in Q3 2021 and held it in 18 quarters. The position peaked at $348K in Q1 2022. 1,512 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Cahaba Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Cahaba Wealth Management sold 1,968 Paychex shares in Q1 2026, an estimated $221K.
  • Cahaba Wealth Management first reported a position in Paychex in Q3 2021 and held it in 18 quarters.
  • Cahaba Wealth Management's Paychex position peaked at $348K in Q1 2022.
  • 1,512 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.