Cornerstone Wealth Management’s Paychex PAYX Stock Holding History

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
2018
Q4
Sell
-75,128
Closed -$1.18M 917
2018
Q3
$1.18M Buy
75,128
+6,318
+9% +$454K 0.01% 663
2018
Q2
$1.01M Buy
+68,810
New +$4.44M 0.01% 761

Other funds holding PAYX

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 Q2 2018 and has held it in 20 quarters since. The position peaked at $1.18M in Q3 2018. 448 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 Q2 2018 and has held it in 20 quarters since.
  • Cornerstone Wealth Management's Paychex position peaked at $1.18M in Q3 2018.
  • 448 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.