Greatmark Investment Partners’s Paychex PAYX Stock Holding History

Greatmark Investment Partners’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	$741K	Buy	7,537 +175	+2%	+$16.6K	0.08%	95
2026 Q1	$678K	Sell	7,362 -101	-1%	-$9.99K	0.08%	90
2025 Q4	$837K	Buy	7,463 +685	+10%	+$80.2K	0.1%	84
2025 Q3	$859K	Hold	6,778	–	–	0.1%	82
2025 Q2	$986K	Hold	6,778	–	–	0.12%	79
2025 Q1	$1.05M	Buy	6,778 +95	+1%	+$14K	0.14%	76
2024 Q4	$937K	Buy	6,683 +2,055	+44%	+$292K	0.13%	79
2024 Q3	$621K	Buy	4,628 +33	+0.7%	+$4.19K	0.08%	88
2024 Q2	$545K	Buy	4,595 +450	+11%	+$55K	0.08%	87
2024 Q1	$509K	Buy	4,145 +215	+5%	+$26.1K	0.07%	90
2023 Q4	$468K	Buy	3,930 +646	+20%	+$76.5K	0.07%	91
2023 Q3	$379K	Buy	3,284 +320	+11%	+$38.6K	0.07%	98
2023 Q2	$332K	Hold	2,964	–	–	0.06%	105
2023 Q1	$340K	Hold	2,964	–	–	0.06%	99
2022 Q4	$343K	Hold	2,964	–	–	0.06%	97
2022 Q3	$333K	Sell	2,964 -50	-2%	-$6.2K	0.06%	100
2022 Q2	$343K	Hold	3,014	–	–	0.07%	108
2022 Q1	$411K	Hold	3,014	–	–	0.07%	102
2021 Q4	$411K	Hold	3,014	–	–	0.07%	104
2021 Q3	$339K	Sell	3,014 -700	-19%	-$78.6K	0.06%	109
2021 Q2	$399K	Hold	3,714	–	–	0.07%	103
2021 Q1	$364K	Hold	3,714	–	–	0.07%	107
2020 Q4	$346K	Buy	3,714 +700	+23%	+$62.2K	0.07%	105
2020 Q3	$240K	Hold	3,014	–	–	0.06%	114
2020 Q2	$228K	Buy	+3,014	New	+$209K	0.06%	114
2020 Q1	–	Sell	-4,014	Closed	-$341K	–	132
2019 Q4	$341K	Hold	4,014	–	–	0.08%	102
2019 Q3	$332K	Hold	4,014	–	–	0.09%	94
2019 Q2	$330K	Hold	4,014	–	–	0.1%	92
2019 Q1	$322K	Hold	4,014	–	–	0.1%	94
2018 Q4	$262K	Hold	4,014	–	–	0.09%	100
2018 Q3	$296K	Hold	4,014	–	–	0.09%	99
2018 Q2	$274K	Buy	4,014 +300	+8%	+$19.4K	0.09%	96
2018 Q1	$229K	Sell	3,714 -1,000	-21%	-$66.1K	0.08%	100
2017 Q4	$321K	Sell	4,714 -10,260	-69%	-$673K	0.12%	89
2017 Q3	$898K	Sell	14,974 -500	-3%	-$28.6K	0.34%	56
2017 Q2	$881K	Sell	15,474 -2,700	-15%	-$159K	0.35%	54
2017 Q1	$1.07M	Sell	18,174 -365	-2%	-$22.2K	0.44%	49
2016 Q4	$1.13M	Sell	18,539 -2,025	-10%	-$117K	0.48%	47
2016 Q3	$1.19M	Sell	20,564 -1,300	-6%	-$77.9K	0.52%	46
2016 Q2	$1.3M	Sell	21,864 -1,535	-7%	-$82.2K	0.58%	45
2016 Q1	$1.26M	Sell	23,399 -3,425	-13%	-$173K	0.57%	44
2015 Q4	$1.42M	Sell	26,824 -865	-3%	-$45.2K	0.62%	42
2015 Q3	$1.32M	Sell	27,689 -1,500	-5%	-$69.9K	0.61%	43
2015 Q2	$1.37M	Hold	29,189	–	–	0.58%	43
2015 Q1	$1.45M	Sell	29,189 -4,900	-14%	-$238K	0.62%	42
2014 Q4	$1.57M	Sell	34,089 -3,525	-9%	-$163K	0.67%	45
2014 Q3	$1.66M	Sell	37,614 -325	-0.9%	-$13.7K	0.77%	41
2014 Q2	$1.58M	Sell	37,939 -300	-0.8%	-$12.3K	0.66%	43
2014 Q1	$1.63M	Sell	38,239 -200	-0.5%	-$8.49K	0.73%	40
2013 Q4	$1.75M	Buy	38,439 +200	+0.5%	+$8.54K	0.83%	36
2013 Q3	$1.55M	Sell	38,239 -475	-1%	-$18.8K	0.81%	35
2013 Q2	$1.41M	Buy	+38,714	New	+$1.43M	0.91%	34

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Greatmark Investment Partners's PAYX Position: Q2 2026 in Review

Greatmark Investment Partners increased its Paychex (PAYX) stake by 2.4% in Q2 2026, buying an estimated $16.6K and bringing the position to 7,537 shares worth $741K. The position accounts for 0.08% of the portfolio, ranked #95.

Greatmark Investment Partners first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.75M in Q4 2013. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Greatmark Investment Partners held 7,537 shares of Paychex worth $741K as of Q2 2026.
Greatmark Investment Partners bought 175 Paychex shares in Q2 2026, an estimated $16.6K.
Paychex made up 0.08% of Greatmark Investment Partners's portfolio in Q2 2026, its #95 holding.
Greatmark Investment Partners first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
Greatmark Investment Partners's Paychex position peaked at $1.75M in Q4 2013.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.