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EPG Wealth Management’s Paychex PAYX Stock Holding History

EPG 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
Q1 		$962K Sell
10,445
-631
-6% -$62.4K 0.26% 105
2025
Q4 		$1.24M Buy
11,076
+329
+3% +$38.5K 0.33% 82
2025
Q3 		$1.36M Buy
10,747
+660
+7% +$91.6K 0.38% 73
2025
Q2 		$1.47M Sell
10,087
-521
-5% -$78.4K 0.44% 63
2025
Q1 		$1.64M Buy
10,608
+762
+8% +$112K 0.46% 58
2024
Q4 		$1.38M Sell
9,846
-64
-0.6% -$9.09K 0.36% 77
2024
Q3 		$1.33M Buy
+9,910
New +$1.26M 0.34% 84
2024
Q2 		– Sell
-10,533
Closed -$1.29M – 90
2024
Q1 		$1.29M Buy
10,533
+19
+0.2% +$2.31K 0.32% 87
2023
Q4 		$1.28M Buy
10,514
+623
+6% +$73.8K 0.34% 82
2023
Q3 		$1.14M Sell
9,891
-849
-8% -$102K 0.34% 75
2023
Q2 		$1.2M Buy
10,740
+497
+5% +$54.4K 0.36% 72
2023
Q1 		$1.17M Buy
10,243
+4,735
+86% +$539K 0.37% 72
2022
Q4 		$637K Buy
5,508
+272
+5% +$31.8K 0.24% 95
2022
Q3 		$588K Buy
5,236
+1,084
+26% +$134K 0.24% 93
2022
Q2 		$473K Buy
+4,152
New +$521K 0.2% 107
2022
Q1 		– Sell
-3,870
Closed -$528K – 427
2021
Q4 		$528K Buy
3,870
+209
+6% +$25.8K 0.19% 112
2021
Q3 		$412K Buy
3,661
+208
+6% +$23.4K 0.17% 126
2021
Q2 		$370K Buy
3,453
+629
+22% +$63.3K 0.16% 136
2021
Q1 		$277K Buy
2,824
+378
+15% +$34.8K 0.13% 145
2020
Q4 		$228K Buy
+2,446
New +$217K 0.14% 135
2020
Q2 		– Sell
-1,280
Closed -$81K – 580
2020
Q1 		$81K Buy
1,280
+378
+42% +$30.2K 0.06% 207
2019
Q4 		$77K Buy
+902
New +$76.1K 0.06% 176

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

EPG Wealth Management's PAYX Position: Q1 2026 in Review

EPG Wealth Management reduced its Paychex (PAYX) stake by 5.7% in Q1 2026, selling an estimated $62.4K and leaving 10,445 shares worth $962K. The position accounts for 0.26% of the portfolio, ranked #105.

EPG Wealth Management first reported a position in PAYX in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.64M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • EPG Wealth Management held 10,445 shares of Paychex worth $962K as of Q1 2026.
  • EPG Wealth Management sold 631 Paychex shares in Q1 2026, an estimated $62.4K.
  • Paychex made up 0.26% of EPG Wealth Management's portfolio in Q1 2026, its #105 holding.
  • EPG Wealth Management first reported a position in Paychex in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's Paychex position peaked at $1.64M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.