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Executive Wealth Management’s Paychex PAYX Stock Holding History

Executive 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
2024
Q4 		$307K Buy
2,187
+251
+13% +$35.6K 0.02% 206
2024
Q3 		$260K Buy
+1,936
New +$246K 0.02% 236
2024
Q2 		– Sell
-1,870
Closed -$227K – 213
2024
Q1 		$227K Sell
1,870
-19
-1% -$2.31K 0.02% 228
2023
Q4 		$225K Sell
1,889
-16
-0.8% -$1.9K 0.02% 200
2023
Q3 		$220K Sell
1,905
-18
-0.9% -$2.17K 0.02% 185
2023
Q2 		$215K Buy
+1,923
New +$210K 0.02% 192
2023
Q1 		– Sell
-2,067
Closed -$239K – 201
2022
Q4 		$239K Buy
2,067
+1,823
+747% +$213K 0.03% 172
2022
Q3 		$244 Sell
244
-2,004
-89% -$248K 0.03% 155
2022
Q2 		$256K Sell
2,248
-453
-17% -$56.9K 0.03% 156
2022
Q1 		$368K Sell
2,701
-65,146
-96% -$8M 0.04% 151
2021
Q4 		$9.26M Buy
67,847
+2,607
+4% +$322K 0.92% 28
2021
Q3 		$7.34M Buy
65,240
+60
+0.1% +$6.74K 0.81% 30
2021
Q2 		$6.99M Buy
65,180
+5,579
+9% +$561K 0.77% 33
2021
Q1 		$5.84M Sell
59,601
-3,061
-5% -$282K 0.69% 42
2020
Q4 		$5.84M Buy
62,662
+6,837
+12% +$607K 0.72% 35
2020
Q3 		$4.45M Buy
55,825
+7,326
+15% +$550K 0.62% 40
2020
Q2 		$3.67M Buy
48,499
+18,467
+61% +$1.28M 0.55% 43
2020
Q1 		$1.89M Sell
30,032
-25,388
-46% -$2.03M 0.34% 54
2019
Q4 		$4.71M Buy
55,420
+4,731
+9% +$399K 0.65% 45
2019
Q3 		$4.2M Buy
50,689
+3,354
+7% +$279K 0.64% 40
2019
Q2 		$3.9M Buy
47,335
+2,707
+6% +$228K 0.55% 45
2019
Q1 		$3.58M Sell
44,628
-369
-0.8% -$27.2K 0.64% 32
2018
Q4 		$2.93M Buy
+44,997
New +$3.05M 0.52% 38

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's PAYX Position: Q4 2024 in Review

Executive Wealth Management increased its Paychex (PAYX) stake by 13% in Q4 2024, buying an estimated $35.6K and bringing the position to 2,187 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #206.

Executive Wealth Management first reported a position in PAYX in Q4 2018 and has held it in 23 quarters since. The position peaked at $9.26M in Q4 2021. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Executive Wealth Management held 2,187 shares of Paychex worth $307K as of Q4 2024.
  • Executive Wealth Management bought 251 Paychex shares in Q4 2024, an estimated $35.6K.
  • Paychex made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #206 holding.
  • Executive Wealth Management first reported a position in Paychex in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Paychex position peaked at $9.26M in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.