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Forum Financial Management’s Paychex PAYX Stock Holding History

Forum Financial 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 		– Sell
-3,248
Closed -$364K – 794
2025
Q4 		$364K Sell
3,248
-55
-2% -$6.44K ﹤0.01% 646
2025
Q3 		$419K Buy
3,303
+794
+32% +$110K 0.01% 547
2025
Q2 		$365K Sell
2,509
-513
-17% -$77.2K 0.01% 555
2025
Q1 		$466K Hold
3,022
– – 0.01% 399
2024
Q4 		$424K Buy
3,022
+658
+28% +$93.4K 0.01% 446
2024
Q3 		$317K Buy
2,364
+4
+0.2% +$508 0.01% 491
2024
Q2 		$280K Buy
2,360
+2
+0.1% +$244 0.01% 510
2024
Q1 		$290K Sell
2,358
-123
-5% -$14.9K ﹤0.01% 517
2023
Q4 		$296K Sell
2,481
-824
-25% -$97.6K 0.01% 464
2023
Q3 		$381K Hold
3,305
– – 0.01% 351
2023
Q2 		$370K Sell
3,305
-1
-0% -$109 0.01% 375
2023
Q1 		$379K Sell
3,306
-245
-7% -$27.9K 0.01% 332
2022
Q4 		$410K Buy
3,551
+335
+10% +$39.2K 0.01% 300
2022
Q3 		$361K Buy
3,216
+90
+3% +$11.2K 0.02% 295
2022
Q2 		$356K Buy
3,126
+106
+4% +$13.3K 0.02% 307
2022
Q1 		$412K Buy
3,020
+361
+14% +$44.3K 0.02% 288
2021
Q4 		$363K Buy
+2,659
New +$329K 0.02% 332

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

Forum Financial Management's PAYX Position: Q1 2026 in Review

Forum Financial Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 3,248 shares — an estimated $364K sold.

Forum Financial Management first reported a position in PAYX in Q4 2021 and held it in 17 quarters. The position peaked at $466K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Forum Financial Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,248 Paychex shares in Q1 2026, an estimated $364K.
  • Forum Financial Management first reported a position in Paychex in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Paychex position peaked at $466K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.