Fulcrum Capital’s Paychex PAYX Stock Holding History

Fulcrum Capital’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 Q2	–	Sell	-2,353	Closed	-$217K	–	106
2026 Q1	$217K	Sell	2,353 -392	-14%	-$38.8K	0.05%	96
2025 Q4	$308K	Buy	2,745 +317	+13%	+$37.1K	0.06%	85
2025 Q3	$308K	Hold	2,428	–	–	0.06%	84
2025 Q2	$353K	Hold	2,428	–	–	0.07%	78
2025 Q1	$375K	Hold	2,428	–	–	0.08%	73
2024 Q4	$340K	Buy	2,428 +182	+8%	+$25.8K	0.07%	89
2024 Q3	$301K	Hold	2,246	–	–	0.07%	95
2024 Q2	$266K	Buy	2,246 +188	+9%	+$23K	0.06%	96
2024 Q1	$253K	Buy	2,058 +181	+10%	+$22K	0.06%	101
2023 Q4	$224K	Hold	1,877	–	–	0.06%	111
2023 Q3	$216K	Hold	1,877	–	–	0.06%	104
2023 Q2	$210K	Buy	+1,877	New	+$205K	0.06%	115
2021 Q1	–	Sell	-3,049	Closed	-$284K	–	93
2020 Q4	$284K	Buy	+3,049	New	+$271K	0.08%	65

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fulcrum Capital's PAYX Position: Q2 2026 in Review

Fulcrum Capital sold out of Paychex (PAYX) in Q2 2026, closing a stake of 2,353 shares — an estimated $217K sold.

Fulcrum Capital first reported a position in PAYX in Q4 2020 and held it in 13 quarters. The position peaked at $375K in Q1 2025. 462 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Fulcrum Capital reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
Fulcrum Capital sold 2,353 Paychex shares in Q2 2026, an estimated $217K.
Fulcrum Capital first reported a position in Paychex in Q4 2020 and held it in 13 quarters.
Fulcrum Capital's Paychex position peaked at $375K in Q1 2025.
462 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.