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Cornerstone Wealth Group’s Paychex PAYX Stock Holding History

Cornerstone Wealth 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 		$235K Buy
+2,509
New +$248K 0.02% 391
2025
Q4 		– Sell
-1,764
Closed -$224K – 401
2025
Q3 		$224K Sell
1,764
-179
-9% -$24.8K 0.02% 313
2025
Q2 		$283K Buy
1,943
+176
+10% +$26.5K 0.02% 258
2025
Q1 		$273K Buy
1,767
+101
+6% +$14.9K 0.02% 235
2024
Q4 		$234K Buy
1,666
+5
+0.3% +$710 0.02% 245
2024
Q3 		$223K Buy
+1,661
New +$211K 0.02% 240

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 Wealth Group's PAYX Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Paychex (PAYX) in Q1 2026: 2,509 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in PAYX as recently as Q3 2025.

Cornerstone Wealth Group first reported a position in PAYX in Q3 2024 and has held it in 6 quarters since. The position peaked at $283K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Cornerstone Wealth Group held 2,509 shares of Paychex worth $235K as of Q1 2026.
  • Paychex was a new Cornerstone Wealth Group position in Q1 2026.
  • Paychex made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #391 holding.
  • Cornerstone Wealth Group first reported a position in Paychex in Q3 2024 and has held it in 6 quarters since.
  • Cornerstone Wealth Group's Paychex position peaked at $283K in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.