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HB Wealth Management’s Paychex PAYX Stock Holding History

HB Wealth 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 		$1.56M Buy
16,981
+3,308
+24% +$327K 0.01% 504
2025
Q4 		$1.53M Sell
13,673
-206
-1% -$24.1K 0.01% 484
2025
Q3 		$1.76M Buy
13,879
+2,602
+23% +$361K 0.01% 442
2025
Q2 		$1.64M Sell
11,277
-2,382
-17% -$359K 0.01% 419
2025
Q1 		$2.11M Buy
13,659
+2,242
+20% +$330K 0.02% 369
2024
Q4 		$1.6M Buy
11,417
+1,564
+16% +$222K 0.02% 321
2024
Q3 		$1.32M Buy
9,853
+784
+9% +$99.6K 0.01% 341
2024
Q2 		$1.08M Buy
9,069
+3,562
+65% +$435K 0.01% 358
2024
Q1 		$676K Buy
5,507
+379
+7% +$46K 0.01% 420
2023
Q4 		$611K Sell
5,128
-422
-8% -$50K 0.01% 407
2023
Q3 		$640K Buy
5,550
+667
+14% +$80.4K 0.01% 376
2023
Q2 		$546K Buy
4,883
+78
+2% +$8.53K 0.01% 394
2023
Q1 		$551K Sell
4,805
-332
-6% -$37.8K 0.01% 392
2022
Q4 		$594K Buy
5,137
+1,407
+38% +$165K 0.01% 359
2022
Q3 		$419K Buy
3,730
+783
+27% +$97K 0.01% 369
2022
Q2 		$336K Buy
2,947
+544
+23% +$68.3K 0.01% 418
2022
Q1 		$328K Buy
2,403
+441
+22% +$54.1K 0.01% 434
2021
Q4 		$268K Buy
+1,962
New +$243K 0.01% 412

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

HB Wealth Management's PAYX Position: Q1 2026 in Review

HB Wealth Management increased its Paychex (PAYX) stake by 24% in Q1 2026, buying an estimated $327K and bringing the position to 16,981 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #504.

HB Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.11M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • HB Wealth Management held 16,981 shares of Paychex worth $1.56M as of Q1 2026.
  • HB Wealth Management bought 3,308 Paychex shares in Q1 2026, an estimated $327K.
  • Paychex made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #504 holding.
  • HB Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Paychex position peaked at $2.11M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.