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Consolidated Planning Corp’s Paychex PAYX Stock Holding History

Consolidated Planning Corp’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
-1,960
Closed -$220K – 191
2025
Q4 		$220K Hold
1,960
– – 0.02% 193
2025
Q3 		$248K Buy
1,960
+6
+0.3% +$832 0.03% 175
2025
Q2 		$284K Sell
1,954
-473
-19% -$71.2K 0.04% 162
2025
Q1 		$374K Sell
2,427
-231
-9% -$34K 0.05% 144
2024
Q4 		$373K Buy
2,658
+200
+8% +$28.4K 0.05% 148
2024
Q3 		$330K Hold
2,458
– – 0.05% 155
2024
Q2 		$291K Hold
2,458
– – 0.05% 146
2024
Q1 		$302K Hold
2,458
– – 0.05% 136
2023
Q4 		$293K Sell
2,458
-77
-3% -$9.12K 0.05% 125
2023
Q3 		$292K Sell
2,535
-372
-13% -$44.8K 0.06% 124
2023
Q2 		$325K Buy
+2,907
New +$318K 0.07% 132
2021
Q4 		– Sell
-502
Closed -$56K – 339
2021
Q3 		$56K Buy
+502
New +$56.4K 0.04% 159

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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Consolidated Planning Corp's PAYX Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,960 shares — an estimated $220K sold.

Consolidated Planning Corp first reported a position in PAYX in Q3 2021 and held it in 12 quarters. The position peaked at $374K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,960 Paychex shares in Q1 2026, an estimated $220K.
  • Consolidated Planning Corp first reported a position in Paychex in Q3 2021 and held it in 12 quarters.
  • Consolidated Planning Corp's Paychex position peaked at $374K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.