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Evercore Wealth Management’s Paychex PAYX Stock Holding History

Evercore 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 		$780K Sell
8,464
-227
-3% -$22.5K 0.01% 238
2025
Q4 		$975K Sell
8,691
-342
-4% -$40K 0.01% 214
2025
Q3 		$1.15M Buy
9,033
+25
+0.3% +$3.47K 0.02% 208
2025
Q2 		$1.31M Sell
9,008
-50
-0.6% -$7.53K 0.02% 189
2025
Q1 		$1.4M Sell
9,058
-20
-0.2% -$2.94K 0.02% 192
2024
Q4 		$1.27M Hold
9,078
– – 0.02% 200
2024
Q3 		$1.22M Sell
9,078
-93
-1% -$11.8K 0.02% 206
2024
Q2 		$1.09M Sell
9,171
-68
-0.7% -$8.31K 0.02% 212
2024
Q1 		$1.13M Sell
9,239
-747
-7% -$90.7K 0.02% 211
2023
Q4 		$1.19M Sell
9,986
-219
-2% -$25.9K 0.02% 208
2023
Q3 		$1.18M Buy
10,205
+45
+0.4% +$5.42K 0.02% 200
2023
Q2 		$1.14M Sell
10,160
-225
-2% -$24.6K 0.02% 205
2023
Q1 		$1.19M Sell
10,385
-75
-0.7% -$8.53K 0.02% 196
2022
Q4 		$1.21M Sell
10,460
-134
-1% -$15.7K 0.03% 191
2022
Q3 		$1.19M Sell
10,594
-1,806
-15% -$224K 0.03% 182
2022
Q2 		$1.41M Sell
12,400
-328
-3% -$41.2K 0.03% 177
2022
Q1 		$1.74M Buy
12,728
+1,898
+18% +$233K 0.03% 174
2021
Q4 		$1.48M Sell
10,830
-50
-0.5% -$6.18K 0.02% 186
2021
Q3 		$1.22M Hold
10,880
– – 0.02% 202
2021
Q2 		$1.17M Sell
10,880
-42
-0.4% -$4.22K 0.02% 210
2021
Q1 		$1.07M Buy
10,922
+82
+0.8% +$7.55K 0.02% 214
2020
Q4 		$1.01M Buy
10,840
+930
+9% +$82.6K 0.02% 217
2020
Q3 		$791K Sell
9,910
-97
-1% -$7.28K 0.02% 222
2020
Q2 		$758K Hold
10,007
– – 0.02% 223
2020
Q1 		$629K Sell
10,007
-76
-0.8% -$6.07K 0.02% 217
2019
Q4 		$858K Sell
10,083
-29
-0.3% -$2.45K 0.02% 221
2019
Q3 		$837K Sell
10,112
-31
-0.3% -$2.58K 0.02% 227
2019
Q2 		$835K Sell
10,143
-104
-1% -$8.77K 0.03% 225
2019
Q1 		$822K Buy
10,247
+1,009
+11% +$74.4K 0.03% 219
2018
Q4 		$602K Buy
9,238
+38
+0.4% +$2.57K 0.02% 236
2018
Q3 		$678K Buy
9,200
+38
+0.4% +$2.73K 0.02% 244
2018
Q2 		$626K Hold
9,162
– – 0.02% 247
2018
Q1 		$565K Sell
9,162
-3,650
-28% -$241K 0.02% 231
2017
Q4 		$872K Sell
12,812
-250
-2% -$16.4K 0.03% 200
2017
Q3 		$784K Sell
13,062
-97
-0.7% -$5.54K 0.03% 201
2017
Q2 		$749K Sell
13,159
-945
-7% -$55.5K 0.03% 208
2017
Q1 		$830K Sell
14,104
-958
-6% -$58.2K 0.03% 203
2016
Q4 		$917K Buy
15,062
+4,791
+47% +$276K 0.04% 185
2016
Q3 		$594K Sell
10,271
-158
-2% -$9.47K 0.02% 229
2016
Q2 		$620K Buy
10,429
+181
+2% +$9.7K 0.03% 222
2016
Q1 		$554K Sell
10,248
-3,521
-26% -$177K 0.02% 225
2015
Q4 		$729K Buy
13,769
+243
+2% +$12.7K 0.03% 214
2015
Q3 		$645K Sell
13,526
-1,810
-12% -$84.4K 0.03% 227
2015
Q2 		$720K Buy
15,336
+1,685
+12% +$82.4K 0.03% 232
2015
Q1 		$678K Sell
13,651
-764
-5% -$37.1K 0.03% 234
2014
Q4 		$667K Sell
14,415
-3,749
-21% -$173K 0.03% 208
2014
Q3 		$804K Buy
18,164
+1,210
+7% +$50.9K 0.04% 202
2014
Q2 		$703K Buy
16,954
+2,113
+14% +$86.8K 0.04% 228
2014
Q1 		$634K Sell
14,841
-2,492
-14% -$106K 0.04% 233
2013
Q4 		$788K Buy
17,333
+6,181
+55% +$264K 0.04% 209
2013
Q3 		$453K Buy
11,152
+131
+1% +$5.18K 0.03% 288
2013
Q2 		$403K Buy
+11,021
New +$406K 0.02% 306

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

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

Evercore Wealth Management reduced its Paychex (PAYX) stake by 2.6% in Q1 2026, selling an estimated $22.5K and leaving 8,464 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #238.

Evercore Wealth Management first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74M in Q1 2022. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Evercore Wealth Management held 8,464 shares of Paychex worth $780K as of Q1 2026.
  • Evercore Wealth Management sold 227 Paychex shares in Q1 2026, an estimated $22.5K.
  • Paychex made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Evercore Wealth Management first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Paychex position peaked at $1.74M in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.