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Cornerstone Wealth Management’s Paychex PAYX Stock Holding History

Cornerstone Wealth Management’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
Q2 		$533K Buy
5,418
+302
+6% +$28.6K 0.02% 474
2026
Q1 		$471K Buy
5,116
+741
+17% +$73.3K 0.02% 464
2025
Q4 		$491K Buy
4,375
+261
+6% +$30.5K 0.03% 428
2025
Q3 		$522K Buy
4,114
+501
+14% +$69.5K 0.03% 406
2025
Q2 		$526K Buy
3,613
+766
+27% +$115K 0.03% 387
2025
Q1 		$439K Sell
2,847
-39
-1% -$5.74K 0.03% 392
2024
Q4 		$405K Sell
2,886
-28
-1% -$3.98K 0.03% 393
2024
Q3 		$391K Buy
2,914
+51
+2% +$6.48K 0.03% 400
2024
Q2 		$339K Buy
2,863
+2
+0.1% +$244 0.03% 411
2024
Q1 		$351K Buy
2,861
+201
+8% +$24.4K 0.03% 402
2023
Q4 		$317K Sell
2,660
-400
-13% -$47.4K 0.03% 402
2023
Q3 		$353K Buy
3,060
+311
+11% +$37.5K 0.03% 387
2023
Q2 		$307K Sell
2,749
-99
-3% -$10.8K 0.03% 395
2023
Q1 		$326K Buy
+2,848
New +$324K 0.03% 360
2022
Q3 		$250K Buy
2,225
+41
+2% +$5.08K 0.03% 381
2022
Q2 		$249K Sell
2,184
-100
-4% -$12.6K 0.03% 385
2022
Q1 		$312K Buy
2,284
+200
+10% +$24.6K 0.03% 357
2021
Q4 		$284K Buy
+2,084
New +$258K 0.03% 403

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cornerstone Wealth Management's PAYX Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Paychex (PAYX) stake by 5.9% in Q2 2026, buying an estimated $28.6K and bringing the position to 5,418 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #474.

Cornerstone Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 18 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Cornerstone Wealth Management held 5,418 shares of Paychex worth $533K as of Q2 2026.
  • Cornerstone Wealth Management bought 302 Paychex shares in Q2 2026, an estimated $28.6K.
  • Paychex made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Cornerstone Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 18 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.