IHT Wealth Management’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$590K Buy
6,403
+193
+3% +$19.1K 0.01% 768
2025
Q4
$697K Sell
6,210
-2,254
-27% -$264K 0.02% 651
2025
Q3
$1.07M Buy
8,464
+241
+3% +$33.4K 0.03% 508
2025
Q2
$1.2M Sell
8,223
-316
-4% -$47.6K 0.03% 451
2025
Q1
$1.32M Buy
8,539
+281
+3% +$41.3K 0.04% 397
2024
Q4
$1.16M Sell
8,258
-1,799
-18% -$255K 0.04% 408
2024
Q3
$1.36M Buy
10,057
+997
+11% +$127K 0.04% 413
2024
Q2
$1.07M Buy
9,060
+153
+2% +$18.7K 0.04% 417
2024
Q1
$1.09M Buy
8,907
+1,336
+18% +$162K 0.04% 393
2023
Q4
$902K Sell
7,571
-580
-7% -$68.7K 0.04% 417
2023
Q3
$940K Buy
8,151
+1,650
+25% +$199K 0.05% 360
2023
Q2
$727K Buy
6,501
+2,583
+66% +$283K 0.04% 424
2023
Q1
$449K Buy
3,918
+258
+7% +$29.4K 0.03% 538
2022
Q4
$423K Sell
3,660
-26
-0.7% -$3.04K 0.03% 536
2022
Q3
$414K Buy
3,686
+724
+24% +$89.7K 0.03% 515
2022
Q2
$337K Buy
2,962
+108
+4% +$13.6K 0.03% 493
2022
Q1
$390K Buy
2,854
+2
+0.1% +$246 0.03% 491
2021
Q4
$389K Sell
2,852
-68
-2% -$8.41K 0.03% 515
2021
Q3
$328K Sell
2,920
-10,484
-78% -$1.18M 0.03% 562
2021
Q2
$1.44M Buy
13,404
+9,790
+271% +$985K 0.09% 239
2021
Q1
$354K Buy
3,614
+41
+1% +$3.78K 0.03% 569
2020
Q4
$333K Buy
3,573
+159
+5% +$14.1K 0.03% 527
2020
Q3
$272K Buy
3,414
+137
+4% +$10.3K 0.03% 507
2020
Q2
$248K Sell
3,277
-93
-3% -$6.45K 0.03% 454
2020
Q1
$212K Sell
3,370
-475
-12% -$37.9K 0.03% 470
2019
Q4
$327K Sell
3,845
-1,004
-21% -$84.7K 0.04% 426
2019
Q3
$401K Buy
4,849
+1,951
+67% +$162K 0.05% 364
2019
Q2
$238K Sell
2,898
-36
-1% -$3.04K 0.03% 454
2019
Q1
$235K Sell
2,934
-1,517
-34% -$112K 0.04% 417
2018
Q4
$290K Buy
4,451
+288
+7% +$19.5K 0.06% 340
2018
Q3
$307K Sell
4,163
-6,095
-59% -$438K 0.07% 317
2018
Q2
$701K Buy
10,258
+1,043
+11% +$67.3K 0.18% 150
2018
Q1
$556K Buy
9,215
+1,285
+16% +$84.9K 0.15% 173
2017
Q4
$541K Buy
7,930
+6,484
+448% +$426K 0.14% 178
2017
Q3
$92K Sell
1,446
-339
-19% -$19.4K 0.04% 371
2017
Q2
$6 Sell
1,785
-245
-12% -$14.4K ﹤0.01% 1075
2017
Q1
$118K Sell
2,030
-202
-9% -$12.3K 0.08% 254
2016
Q4
$136K Buy
+2,232
New +$129K 0.1% 224

Other funds holding PAYX

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

IHT Wealth Management increased its Paychex (PAYX) stake by 3.1% in Q1 2026, buying an estimated $19.1K and bringing the position to 6,403 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #768.

IHT Wealth Management first reported a position in PAYX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.44M in Q2 2021. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • IHT Wealth Management held 6,403 shares of Paychex worth $590K as of Q1 2026.
  • IHT Wealth Management bought 193 Paychex shares in Q1 2026, an estimated $19.1K.
  • Paychex made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #768 holding.
  • IHT Wealth Management first reported a position in Paychex in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Paychex position peaked at $1.44M in Q2 2021.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.