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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
Q3 		$532K Sell
5,397
-21
-0.4% -$2.43K 0.02% 473
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Cornerstone Wealth Management's PAYX Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Paychex (PAYX) stake by 0.39% in Q3 2026, selling an estimated $2.43K and leaving 5,397 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #473.

Cornerstone Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $533K in Q2 2026. 957 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Cornerstone Wealth Management held 5,397 shares of Paychex worth $532K as of Q3 2026.
  • Cornerstone Wealth Management sold 21 Paychex shares in Q3 2026, an estimated $2.43K.
  • Paychex made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #473 holding.
  • Cornerstone Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 19 quarters since.
  • Cornerstone Wealth Management's Paychex position peaked at $533K in Q2 2026.
  • 957 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.