Inlet Private Wealth’s Paychex PAYX Stock Holding History

Inlet Private Wealth’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	-2,635	Closed	-$296K	–	130
2025 Q4	$296K	Sell	2,635 -3,900	-60%	-$456K	0.07%	114
2025 Q3	$828K	Sell	6,535 -18,620	-74%	-$2.58M	0.19%	89
2025 Q2	$3.66M	Hold	25,155	–	–	0.9%	38
2025 Q1	$3.88M	Sell	25,155 -300	-1%	-$44.1K	1.01%	37
2024 Q4	$3.57M	Buy	25,455 +100	+0.4%	+$14.2K	0.94%	37
2024 Q3	$3.4M	Buy	25,355 +17,055	+205%	+$2.17M	0.86%	42
2024 Q2	$984K	Buy	+8,300	New	+$1.01M	0.27%	77

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inlet Private Wealth's PAYX Position: Q1 2026 in Review

Inlet Private Wealth sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,635 shares — an estimated $296K sold.

Inlet Private Wealth first reported a position in PAYX in Q2 2024 and held it in 7 quarters. The position peaked at $3.88M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Inlet Private Wealth reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Inlet Private Wealth sold 2,635 Paychex shares in Q1 2026, an estimated $296K.
Inlet Private Wealth first reported a position in Paychex in Q2 2024 and held it in 7 quarters.
Inlet Private Wealth's Paychex position peaked at $3.88M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.