Choate Investment Advisors’s Paychex PAYX Stock Holding History

Choate Investment Advisors’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	$422K	Sell	4,580 -233	-5%	-$23.1K	0.01%	322
2025 Q4	$540K	Sell	4,813 -238	-5%	-$27.9K	0.01%	298
2025 Q3	$640K	Hold	5,051	–	–	0.01%	259
2025 Q2	$735K	Hold	5,051	–	–	0.02%	231
2025 Q1	$779K	Hold	5,051	–	–	0.02%	212
2024 Q4	$708K	Sell	5,051 -3,280	-39%	-$466K	0.02%	224
2024 Q3	$1.12M	Hold	8,331	–	–	0.03%	186
2024 Q2	$988K	Sell	8,331 -2,398	-22%	-$293K	0.03%	192
2024 Q1	$1.32M	Buy	10,729 +353	+3%	+$42.8K	0.04%	168
2023 Q4	$1.24M	Buy	10,376 +2,433	+31%	+$288K	0.04%	160
2023 Q3	$916K	Buy	7,943 +538	+7%	+$64.8K	0.04%	172
2023 Q2	$828K	Sell	7,405 -602	-8%	-$65.8K	0.03%	159
2023 Q1	$918K	Hold	8,007	–	–	0.04%	131
2022 Q4	$925K	Buy	8,007 +2,715	+51%	+$318K	0.06%	131
2022 Q3	$594K	Sell	5,292 -357	-6%	-$44.2K	0.04%	141
2022 Q2	$643K	Buy	5,649 +1,018	+22%	+$128K	0.04%	145
2022 Q1	$632K	Hold	4,631	–	–	0.03%	176
2021 Q4	$632K	Hold	4,631	–	–	0.04%	161
2021 Q3	$521K	Sell	4,631 -115	-2%	-$12.9K	0.03%	175
2021 Q2	$509K	Hold	4,746	–	–	0.03%	179
2021 Q1	$466K	Sell	4,746 -1,223	-20%	-$113K	0.03%	181
2020 Q4	$557K	Buy	5,969 +161	+3%	+$14.3K	0.03%	155
2020 Q3	$463K	Buy	5,808 +27	+0.5%	+$2.03K	0.03%	164
2020 Q2	$438K	Hold	5,781	–	–	0.03%	164
2020 Q1	$364K	Hold	5,781	–	–	0.03%	179
2019 Q4	$492K	Sell	5,781 -15	-0.3%	-$1.26K	0.03%	160
2019 Q3	$480K	Hold	5,796	–	–	0.03%	161
2019 Q2	$477K	Hold	5,796	–	–	0.03%	163
2019 Q1	$465K	Sell	5,796 -540	-9%	-$39.8K	0.03%	166
2018 Q4	$413K	Hold	6,336	–	–	0.03%	160
2018 Q3	$467K	Sell	6,336 -550	-8%	-$39.5K	0.03%	144
2018 Q2	$471K	Sell	6,886 -305	-4%	-$19.7K	0.03%	161
2018 Q1	$443K	Sell	7,191 -2,029	-22%	-$134K	0.02%	174
2017 Q4	$628K	Hold	9,220	–	–	0.03%	159
2017 Q3	$553K	Sell	9,220 -331	-3%	-$18.9K	0.03%	166
2017 Q2	$544K	Sell	9,551 -830	-8%	-$48.7K	0.03%	162
2017 Q1	$611K	Sell	10,381 -293	-3%	-$17.8K	0.04%	153
2016 Q4	$650K	Sell	10,674 -1,704	-14%	-$98.2K	0.04%	142
2016 Q3	$716K	Sell	12,378 -1,050	-8%	-$63K	0.05%	130
2016 Q2	$799K	Sell	13,428 -1,804	-12%	-$96.6K	0.06%	119
2016 Q1	$823K	Sell	15,232 -1,073	-7%	-$54K	0.06%	115
2015 Q4	$754K	Buy	16,305 +830	+5%	+$43.4K	0.05%	138
2015 Q3	$737K	Buy	15,475 +149	+1%	+$6.95K	0.05%	126
2015 Q2	$718K	Sell	15,326 -346	-2%	-$16.9K	0.04%	128
2015 Q1	$778K	Sell	15,672 -633	-4%	-$30.7K	0.04%	137
2014 Q4	$753K	Buy	16,305 +350	+2%	+$16.2K	0.04%	137
2014 Q3	$705K	Sell	15,955 -83,190	-84%	-$3.5M	0.04%	145
2014 Q2	$492K	Buy	99,145 +87,243	+733%	+$3.59M	0.03%	182
2014 Q1	$507K	Buy	11,902 +4,245	+55%	+$180K	0.03%	177
2013 Q4	$349K	Sell	7,657 -925	-11%	-$39.5K	0.02%	214
2013 Q3	$349K	Buy	8,582 +406	+5%	+$16K	0.03%	200
2013 Q2	$299K	Buy	+8,176	New	+$301K	0.02%	212

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

Choate Investment Advisors's PAYX Position: Q1 2026 in Review

Choate Investment Advisors reduced its Paychex (PAYX) stake by 4.8% in Q1 2026, selling an estimated $23.1K and leaving 4,580 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #322.

Choate Investment Advisors first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32M in Q1 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Choate Investment Advisors held 4,580 shares of Paychex worth $422K as of Q1 2026.
Choate Investment Advisors sold 233 Paychex shares in Q1 2026, an estimated $23.1K.
Paychex made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #322 holding.
Choate Investment Advisors first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
Choate Investment Advisors's Paychex position peaked at $1.32M in Q1 2024.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.