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Institute for Wealth Management’s Paychex PAYX Stock Holding History

Institute for 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
Q2 		$8.26K Buy
+84
New +$7.95K ﹤0.01% 1357
2017
Q3 		– Sell
-3,709
Closed -$213K – 352
2017
Q2 		$213K Buy
+3,709
New +$218K 0.06% 368

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Institute for Wealth Management's PAYX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Paychex (PAYX) in Q2 2026: 84 shares worth $8.26K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PAYX as recently as Q2 2017.

Institute for Wealth Management first reported a position in PAYX in Q2 2017 and has held it in 2 quarters since. The position peaked at $213K in Q2 2017. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Institute for Wealth Management held 84 shares of Paychex worth $8.26K as of Q2 2026.
  • Paychex was a new Institute for Wealth Management position in Q2 2026.
  • Paychex made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1357 holding.
  • Institute for Wealth Management first reported a position in Paychex in Q2 2017 and has held it in 2 quarters since.
  • Institute for Wealth Management's Paychex position peaked at $213K in Q2 2017.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.