J.M. Forbes & Co’s Paychex PAYX Stock Holding History

J.M. Forbes & Co’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	$246K	Buy	2,500 +114	+5%	+$10.8K	0.02%	147
2026 Q1	$220K	Hold	2,386	–	–	0.02%	145
2025 Q4	$268K	Sell	2,386 -498	-17%	-$58.3K	0.02%	131
2025 Q3	$366K	Hold	2,884	–	–	0.03%	114
2025 Q2	$420K	Hold	2,884	–	–	0.04%	112
2025 Q1	$445K	Hold	2,884	–	–	0.04%	107
2024 Q4	$404K	Hold	2,884	–	–	0.04%	111
2024 Q3	$387K	Hold	2,884	–	–	0.04%	109
2024 Q2	$342K	Buy	2,884 +158	+6%	+$19.3K	0.04%	110
2024 Q1	$335K	Hold	2,726	–	–	0.04%	110
2023 Q4	$325K	Hold	2,726	–	–	0.04%	109
2023 Q3	$314K	Sell	2,726 -331	-11%	-$39.9K	0.04%	109
2023 Q2	$342K	Hold	3,057	–	–	0.04%	106
2023 Q1	$350K	Buy	3,057 +55	+2%	+$6.26K	0.05%	88
2022 Q4	$347K	Buy	+3,002	New	+$351K	0.05%	87

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J.M. Forbes & Co's PAYX Position: Q2 2026 in Review

J.M. Forbes & Co increased its Paychex (PAYX) stake by 4.8% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,500 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #147.

J.M. Forbes & Co first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q1 2025. 462 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

J.M. Forbes & Co held 2,500 shares of Paychex worth $246K as of Q2 2026.
J.M. Forbes & Co bought 114 Paychex shares in Q2 2026, an estimated $10.8K.
Paychex made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #147 holding.
J.M. Forbes & Co first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
J.M. Forbes & Co's Paychex position peaked at $445K in Q1 2025.
462 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.