Carson Wealth (CWM LLC)’s Paychex PAYX Stock Holding History

Carson Wealth (CWM 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 Q1	$5.29M	Buy	57,418 +38,361	+201%	+$3.8M	0.01%	795
2025 Q4	$2.14M	Sell	19,057 -888	-4%	-$104K	0.01%	1120
2025 Q3	$2.53M	Buy	19,945 +157	+0.8%	+$21.8K	0.01%	996
2025 Q2	$2.88M	Buy	19,788 +1,322	+7%	+$199K	0.01%	804
2025 Q1	$2.85M	Sell	18,466 -1,156	-6%	-$170K	0.01%	708
2024 Q4	$2.75M	Buy	19,622 +624	+3%	+$88.6K	0.01%	667
2024 Q3	$2.55M	Buy	18,998 +2,321	+14%	+$295K	0.01%	629
2024 Q2	$1.98M	Buy	16,677 +1,069	+7%	+$131K	0.01%	648
2024 Q1	$1.92M	Sell	15,608 -2,621	-14%	-$318K	0.01%	634
2023 Q4	$2.17M	Buy	18,229 +70	+0.4%	+$8.29K	0.01%	561
2023 Q3	$2.09M	Buy	18,159 +4,135	+29%	+$498K	0.01%	535
2023 Q2	$1.57M	Buy	14,024 +677	+5%	+$74K	0.01%	576
2023 Q1	$1.53M	Sell	13,347 -82	-0.6%	-$9.33K	0.01%	536
2022 Q4	$1.55M	Sell	13,429 -1,974	-13%	-$231K	0.01%	491
2022 Q3	$1.73M	Buy	15,403 +1,725	+13%	+$214K	0.01%	441
2022 Q2	$1.56M	Buy	13,678 +2,209	+19%	+$277K	0.01%	447
2022 Q1	$1.56M	Buy	11,469 +903	+9%	+$111K	0.01%	453
2021 Q4	$1.44M	Buy	+10,566	New	+$1.31M	0.01%	506
2021 Q2	$1.07M	Hold	9,947	–	–	0.01%	553
2021 Q1	$1.07M	Hold	9,947	–	–	0.01%	553
2020 Q4	$1.07M	Hold	9,947	–	–	0.01%	553
2020 Q3	$1.07M	Hold	9,947	–	–	0.01%	553
2020 Q2	$1.07M	Hold	9,947	–	–	0.01%	553
2020 Q1	$1.07M	Hold	9,947	–	–	0.01%	553
2019 Q4	$1.07M	Hold	9,947	–	–	0.01%	553
2019 Q3	$1.07M	Hold	9,947	–	–	0.01%	553
2019 Q2	$1.07M	Hold	9,947	–	–	0.01%	553
2019 Q1	$1.07M	Buy	9,947 +8,571	+623%	+$632K	0.01%	553
2018 Q4	$90K	Buy	1,376 +173	+14%	+$11.7K	﹤0.01%	748
2018 Q3	$89K	Buy	1,203 +747	+164%	+$53.7K	﹤0.01%	639
2018 Q2	$31K	Buy	456 +256	+128%	+$16.5K	﹤0.01%	739
2018 Q1	$12K	Buy	200 +15	+8%	+$991	﹤0.01%	816
2017 Q4	$13K	Buy	185 +44	+31%	+$2.89K	﹤0.01%	823
2017 Q3	$8K	Buy	141 +102	+262%	+$5.83K	﹤0.01%	952
2017 Q2	$2K	Buy	+39	New	+$2.29K	﹤0.01%	1024
2016 Q4	–	Sell	-89	Closed	-$5K	–	1158
2016 Q3	$5K	Hold	89	–	–	﹤0.01%	832
2016 Q2	$5K	Hold	89	–	–	﹤0.01%	631
2016 Q1	$5K	Hold	89	–	–	﹤0.01%	598
2015 Q4	$5K	Hold	89	–	–	﹤0.01%	525
2015 Q3	$4K	Buy	+89	New	+$4.15K	﹤0.01%	528
2014 Q1	–	Sell	-209	Closed	-$10K	–	389
2013 Q4	$10K	Sell	209 -12,535	-98%	-$535K	﹤0.01%	447
2013 Q3	$518K	Buy	+12,744	New	+$504K	0.14%	107

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

Carson Wealth (CWM LLC)'s PAYX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Paychex (PAYX) stake by 201% in Q1 2026, buying an estimated $3.8M and bringing the position to 57,418 shares worth $5.29M. The position accounts for 0.01% of the portfolio, ranked #795.

Carson Wealth (CWM LLC) first reported a position in PAYX in Q3 2013 and has held it in 42 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Carson Wealth (CWM LLC) held 57,418 shares of Paychex worth $5.29M as of Q1 2026.
Carson Wealth (CWM LLC) bought 38,361 Paychex shares in Q1 2026, an estimated $3.8M.
Paychex made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #795 holding.
Carson Wealth (CWM LLC) first reported a position in Paychex in Q3 2013 and has held it in 42 quarters since.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.