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Cornerstone Planning Group’s Paychex PAYX Stock Holding History

Cornerstone Planning Group’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 		$44.6K Buy
481
+185
+63% +$18.3K 0.01% 427
2025
Q4 		$30.4K Buy
296
+268
+957% +$31.4K ﹤0.01% 469
2025
Q3 		$5.19K Sell
28
-56
-67% -$7.77K ﹤0.01% 940
2025
Q2 		$11.8K Sell
84
-15
-15% -$2.26K ﹤0.01% 522
2025
Q1 		$14.2K Buy
99
+83
+519% +$12.2K ﹤0.01% 479
2024
Q4 		$2.37K Buy
16
+6
+60% +$852 ﹤0.01% 750
2024
Q3 		$1.42K Buy
10
+3
+43% +$381 ﹤0.01% 859
2024
Q2 		$873 Sell
7
-20
-74% -$2.44K ﹤0.01% 970
2024
Q1 		$3.24K Hold
27
– – ﹤0.01% 590
2023
Q4 		$3.22K Hold
27
– – ﹤0.01% 577
2023
Q3 		$3.11K Hold
27
– – ﹤0.01% 595
2023
Q2 		$3.02K Buy
+27
New +$2.95K ﹤0.01% 1055
2022
Q4 		$7.63K Buy
+66
New +$7.72K ﹤0.01% 729

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

Cornerstone Planning Group's PAYX Position: Q1 2026 in Review

Cornerstone Planning Group increased its Paychex (PAYX) stake by 63% in Q1 2026, buying an estimated $18.3K and bringing the position to 481 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #427.

Cornerstone Planning Group first reported a position in PAYX in Q4 2022 and has held it in 13 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Cornerstone Planning Group held 481 shares of Paychex worth $44.6K as of Q1 2026.
  • Cornerstone Planning Group bought 185 Paychex shares in Q1 2026, an estimated $18.3K.
  • Paychex made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #427 holding.
  • Cornerstone Planning Group first reported a position in Paychex in Q4 2022 and has held it in 13 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.