Cumberland Partners’s Paychex PAYX Stock Holding History

Cumberland Partners’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
2025 Q3	–	Sell	-7,250	Closed	-$1.05M	–	184
2025 Q2	$1.05M	Sell	7,250 -4,750	-40%	-$715K	0.07%	133
2025 Q1	$1.85M	Buy	12,000 +1,000	+9%	+$147K	0.14%	104
2024 Q4	$1.54M	Sell	11,000 -2,000	-15%	-$284K	0.11%	117
2024 Q3	$1.74M	Buy	13,000 +5,000	+63%	+$635K	0.12%	103
2024 Q2	$948K	Buy	8,000 +3,000	+60%	+$367K	0.07%	133
2024 Q1	$614K	Buy	+5,000	New	+$607K	0.04%	156
2020 Q4	–	Sell	-14,000	Closed	-$1.12M	–	174
2020 Q3	$1.12M	Hold	14,000	–	–	0.12%	93
2020 Q2	$1.06M	Buy	14,000 +1,000	+8%	+$69.3K	0.11%	106
2020 Q1	$818K	Buy	13,000 +700	+6%	+$55.9K	0.1%	105
2019 Q4	$1.05M	Buy	12,300 +3,800	+45%	+$321K	0.09%	112
2019 Q3	$704K	Buy	8,500 +1,000	+13%	+$83.1K	0.07%	115
2019 Q2	$617K	Hold	7,500	–	–	0.06%	127
2019 Q1	$602K	Buy	7,500 +1,500	+25%	+$111K	0.06%	126
2018 Q4	$391K	Buy	6,000 +500	+9%	+$33.9K	0.04%	139
2018 Q3	$405K	Hold	5,500	–	–	0.04%	149
2018 Q2	$376K	Buy	+5,500	New	+$355K	0.04%	161

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cumberland Partners's PAYX Position: Q3 2025 in Review

Cumberland Partners sold out of Paychex (PAYX) in Q3 2025, closing a stake of 7,250 shares — an estimated $1.05M sold.

Cumberland Partners first reported a position in PAYX in Q2 2018 and held it in 16 quarters. The position peaked at $1.85M in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Cumberland Partners reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Cumberland Partners sold 7,250 Paychex shares in Q3 2025, an estimated $1.05M.
Cumberland Partners first reported a position in Paychex in Q2 2018 and held it in 16 quarters.
Cumberland Partners's Paychex position peaked at $1.85M in Q1 2025.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.