Ferguson Wellman Capital Management’s Paychex PAYX Stock Holding History

Ferguson Wellman Capital 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
2025 Q3	–	Sell	-2,871	Closed	-$418K	–	363
2025 Q2	$418K	Hold	2,871	–	–	0.01%	261
2025 Q1	$443K	Buy	+2,871	New	+$422K	0.01%	256
2021 Q4	–	Sell	-10,114	Closed	-$1.14M	–	349
2021 Q3	$1.14M	Hold	10,114	–	–	0.04%	175
2021 Q2	$1.08M	Buy	10,114 +32	+0.3%	+$3.22K	0.04%	176
2021 Q1	$988K	Hold	10,082	–	–	0.03%	182
2020 Q4	$939K	Sell	10,082 -67	-0.7%	-$5.95K	0.02%	229
2020 Q3	$810K	Buy	+10,149	New	+$762K	0.02%	223

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

Ferguson Wellman Capital Management's PAYX Position: Q3 2025 in Review

Ferguson Wellman Capital Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 2,871 shares — an estimated $418K sold.

Ferguson Wellman Capital Management first reported a position in PAYX in Q3 2020 and held it in 7 quarters. The position peaked at $1.14M in Q3 2021. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Ferguson Wellman Capital Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Ferguson Wellman Capital Management sold 2,871 Paychex shares in Q3 2025, an estimated $418K.
Ferguson Wellman Capital Management first reported a position in Paychex in Q3 2020 and held it in 7 quarters.
Ferguson Wellman Capital Management's Paychex position peaked at $1.14M in Q3 2021.
1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.