FHC
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First Heartland Consultants’s Paychex PAYX Stock Holding History

First Heartland Consultants’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 		– Sell
-3,572
Closed -$401K – 568
2025
Q4 		$401K Buy
3,572
+30
+0.8% +$3.51K 0.03% 335
2025
Q3 		$449K Buy
3,542
+72
+2% +$9.99K 0.04% 306
2025
Q2 		$505K Buy
3,470
+657
+23% +$98.9K 0.04% 264
2025
Q1 		$434K Sell
2,813
-32
-1% -$4.71K 0.04% 263
2024
Q4 		$399K Buy
2,845
+23
+0.8% +$3.27K 0.04% 279
2024
Q3 		$379K Buy
2,822
+2
+0.1% +$254 0.04% 292
2024
Q2 		$334 Buy
2,820
+14
+0.5% +$1.71K 0.02% 326
2024
Q1 		$345K Buy
2,806
+598
+27% +$72.6K 0.04% 308
2023
Q4 		$263K Sell
2,208
-221
-9% -$26.2K 0.03% 306
2023
Q3 		$280K Buy
+2,429
New +$293K 0.04% 298

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

First Heartland Consultants's PAYX Position: Q1 2026 in Review

First Heartland Consultants sold out of Paychex (PAYX) in Q1 2026, closing a stake of 3,572 shares — an estimated $401K sold.

First Heartland Consultants first reported a position in PAYX in Q3 2023 and held it in 10 quarters. The position peaked at $505K in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • First Heartland Consultants reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • First Heartland Consultants sold 3,572 Paychex shares in Q1 2026, an estimated $401K.
  • First Heartland Consultants first reported a position in Paychex in Q3 2023 and held it in 10 quarters.
  • First Heartland Consultants's Paychex position peaked at $505K in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.