CSIC
PAYX icon

Clifford Swan Investment Counsel’s Paychex PAYX Stock Holding History

Clifford Swan Investment Counsel’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 		$888K Buy
9,639
+2,469
+34% +$244K 0.03% 177
2025
Q4 		$804K Buy
7,170
+569
+9% +$66.6K 0.03% 187
2025
Q3 		$837K Hold
6,601
– – 0.03% 190
2025
Q2 		$960K Sell
6,601
-74
-1% -$11.1K 0.03% 176
2025
Q1 		$1.03M Buy
6,675
+6
+0.1% +$882 0.04% 175
2024
Q4 		$935K Sell
6,669
-80
-1% -$11.4K 0.03% 178
2024
Q3 		$906K Hold
6,749
– – 0.03% 185
2024
Q2 		$800K Hold
6,749
– – 0.03% 184
2024
Q1 		$829K Sell
6,749
-300
-4% -$36.4K 0.03% 182
2023
Q4 		$840K Sell
7,049
-200
-3% -$23.7K 0.03% 183
2023
Q3 		$836K Hold
7,249
– – 0.04% 180
2023
Q2 		$811K Hold
7,249
– – 0.03% 181
2023
Q1 		$831K Sell
7,249
-150
-2% -$17.1K 0.03% 180
2022
Q4 		$855K Sell
7,399
-20
-0.3% -$2.34K 0.04% 177
2022
Q3 		$832K Hold
7,419
– – 0.04% 177
2022
Q2 		$845K Buy
7,419
+19
+0.3% +$2.39K 0.04% 181
2022
Q1 		$1.01M Hold
7,400
– – 0.04% 179
2021
Q4 		$1.01M Hold
7,400
– – 0.04% 188
2021
Q3 		$900K Sell
7,400
-150
-2% -$16.9K 0.03% 193
2021
Q2 		$863K Hold
7,550
– – 0.03% 190
2021
Q1 		$740K Hold
7,550
– – 0.03% 200
2020
Q4 		$704K Hold
7,550
– – 0.03% 199
2020
Q3 		$602K Hold
7,550
– – 0.03% 200
2020
Q2 		$572K Buy
7,550
+1,170
+18% +$81.1K 0.03% 201
2020
Q1 		$401K Hold
6,380
– – 0.02% 214
2019
Q4 		$543K Sell
6,380
-200
-3% -$16.9K 0.03% 210
2019
Q3 		$545K Hold
6,580
– – 0.03% 198
2019
Q2 		$541K Hold
6,580
– – 0.03% 200
2019
Q1 		$528K Hold
6,580
– – 0.03% 205
2018
Q4 		$429K Buy
6,580
+145
+2% +$9.82K 0.03% 212
2018
Q3 		$474K Hold
6,435
– – 0.02% 210
2018
Q2 		$440K Hold
6,435
– – 0.02% 219
2018
Q1 		$396K Hold
6,435
– – 0.02% 228
2017
Q4 		$438K Hold
6,435
– – 0.02% 223
2017
Q3 		$386K Hold
6,435
– – 0.02% 237
2017
Q2 		$366K Hold
6,435
– – 0.02% 241
2017
Q1 		$379K Sell
6,435
-200
-3% -$12.2K 0.02% 225
2016
Q4 		$404K Hold
6,635
– – 0.03% 211
2016
Q3 		$384K Buy
6,635
+2,635
+66% +$158K 0.03% 214
2016
Q2 		$238K Sell
4,000
-100
-2% -$5.36K 0.02% 235
2016
Q1 		$221K Hold
4,100
– – 0.02% 245
2015
Q4 		$217K Sell
4,100
-325
-7% -$17K 0.01% 250
2015
Q3 		$211K Sell
4,425
-50
-1% -$2.33K 0.02% 243
2015
Q2 		$210K Buy
+4,475
New +$219K 0.01% 245
2013
Q3 		– Sell
-5,484
Closed -$200K – 231
2013
Q2 		$200K Buy
+5,484
New +$202K 0.02% 214

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clifford Swan Investment Counsel's PAYX Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its Paychex (PAYX) stake by 34% in Q1 2026, buying an estimated $244K and bringing the position to 9,639 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #177.

Clifford Swan Investment Counsel first reported a position in PAYX in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.03M in Q1 2025. 1,509 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Clifford Swan Investment Counsel held 9,639 shares of Paychex worth $888K as of Q1 2026.
  • Clifford Swan Investment Counsel bought 2,469 Paychex shares in Q1 2026, an estimated $244K.
  • Paychex made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #177 holding.
  • Clifford Swan Investment Counsel first reported a position in Paychex in Q2 2013 and has held it in 45 quarters since.
  • Clifford Swan Investment Counsel's Paychex position peaked at $1.03M in Q1 2025.
  • 1,509 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.