Evermay Wealth Management’s Paychex PAYX Stock Holding History

Evermay 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	$7.37K	Hold	80	–	–	﹤0.01%	482
2025 Q4	$8.97K	Hold	80	–	–	﹤0.01%	456
2025 Q3	$10.1K	Hold	80	–	–	﹤0.01%	444
2025 Q2	$11.6K	Hold	80	–	–	﹤0.01%	433
2025 Q1	$12.3K	Hold	80	–	–	﹤0.01%	424
2024 Q4	$11.2K	Hold	80	–	–	﹤0.01%	437
2024 Q3	$10.7K	Hold	80	–	–	﹤0.01%	455
2024 Q2	$9.48K	Hold	80	–	–	﹤0.01%	460
2024 Q1	$9.82K	Sell	80 -3	-4%	-$364	﹤0.01%	471
2023 Q4	$9.89K	Buy	83 +3	+4%	+$355	﹤0.01%	453
2023 Q3	$9.23K	Hold	80	–	–	﹤0.01%	438
2023 Q2	$8.95K	Hold	80	–	–	﹤0.01%	436
2023 Q1	$9.17K	Hold	80	–	–	﹤0.01%	428
2022 Q4	$9.24K	Hold	80	–	–	﹤0.01%	424
2022 Q3	$9K	Hold	80	–	–	﹤0.01%	409
2022 Q2	$9K	Hold	80	–	–	﹤0.01%	409
2022 Q1	$11K	Hold	80	–	–	﹤0.01%	414
2021 Q4	$11K	Hold	80	–	–	﹤0.01%	404
2021 Q3	$9K	Hold	80	–	–	﹤0.01%	393
2021 Q2	$9K	Buy	+80	New	+$8.04K	﹤0.01%	412

Other funds holding PAYX

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Evermay Wealth Management held its Paychex (PAYX) position steady in Q1 2026 at 80 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Evermay Wealth Management first reported a position in PAYX in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.3K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Evermay Wealth Management held 80 shares of Paychex worth $7.37K as of Q1 2026.
Evermay Wealth Management left its Paychex share count unchanged in Q1 2026.
Paychex made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #482 holding.
Evermay Wealth Management first reported a position in Paychex in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Paychex position peaked at $12.3K in Q1 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.