Capital Advisors Wealth Management’s Paychex PAYX Stock Holding History

Capital Advisors 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	-1,892	Closed	-$212K	–	227
2025 Q4	$212K	Buy	1,892 +3	+0.2%	+$351	0.03%	209
2025 Q3	$240K	Buy	1,889 +2	+0.1%	+$277	0.03%	196
2025 Q2	$274K	Sell	1,887 -6	-0.3%	-$903	0.04%	160
2025 Q1	$292K	Buy	1,893 +7	+0.4%	+$1.03K	0.05%	145
2024 Q4	$264K	Hold	1,886	–	–	0.05%	145
2024 Q3	$253K	Buy	1,886 +18	+1%	+$2.29K	0.05%	144
2024 Q2	$221K	Hold	1,868	–	–	0.04%	145
2024 Q1	$229K	Sell	1,868 -65	-3%	-$7.89K	0.05%	136
2023 Q4	$230K	Hold	1,933	–	–	0.05%	131
2023 Q3	$223K	Hold	1,933	–	–	0.06%	122
2023 Q2	$216K	Sell	1,933 -33	-2%	-$3.61K	0.06%	125
2023 Q1	$225K	Hold	1,966	–	–	0.06%	117
2022 Q4	$227K	Hold	1,966	–	–	0.07%	110
2022 Q3	$221K	Hold	1,966	–	–	0.07%	106
2022 Q2	$224K	Hold	1,966	–	–	0.07%	104
2022 Q1	$268K	Hold	1,966	–	–	0.08%	100
2021 Q4	$268K	Hold	1,966	–	–	0.08%	101
2021 Q3	$221K	Hold	1,966	–	–	0.08%	95
2021 Q2	$211K	Buy	+1,966	New	+$198K	0.08%	91

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

Capital Advisors Wealth Management's PAYX Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,892 shares — an estimated $212K sold.

Capital Advisors Wealth Management first reported a position in PAYX in Q2 2021 and held it in 19 quarters. The position peaked at $292K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Capital Advisors Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Capital Advisors Wealth Management sold 1,892 Paychex shares in Q1 2026, an estimated $212K.
Capital Advisors Wealth Management first reported a position in Paychex in Q2 2021 and held it in 19 quarters.
Capital Advisors Wealth Management's Paychex position peaked at $292K in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.