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Jackson Wealth Management’s Paychex PAYX Stock Holding History

Jackson 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
2025
Q3 		– Sell
-26,459
Closed -$3.85M – 174
2025
Q2 		$3.85M Buy
26,459
+229
+0.9% +$34.5K 0.42% 55
2025
Q1 		$4.05M Sell
26,230
-209
-0.8% -$30.7K 0.49% 51
2024
Q4 		$3.71M Buy
+26,439
New +$3.75M 0.42% 57
2024
Q3 		– Sell
-4,310
Closed -$511K – 165
2024
Q2 		$511K Sell
4,310
-3,897
-47% -$476K 0.11% 92
2024
Q1 		$1.01M Buy
8,207
+556
+7% +$67.5K 0.13% 86
2023
Q4 		$911K Sell
7,651
-46
-0.6% -$5.45K 0.12% 89
2023
Q3 		$888K Buy
7,697
+63
+0.8% +$7.59K 0.13% 87
2023
Q2 		$854K Buy
7,634
+268
+4% +$29.3K 0.13% 80
2023
Q1 		$844K Buy
7,366
+636
+9% +$72.4K 0.63% 55
2022
Q4 		$778K Sell
6,730
-3,985
-37% -$466K 0.29% 63
2022
Q3 		$1.2M Buy
10,715
+6,602
+161% +$818K 0.24% 72
2022
Q2 		$468K Sell
4,113
-8,505
-67% -$1.07M 0.22% 79
2022
Q1 		$1.72M Sell
12,618
-19,851
-61% -$2.44M 0.24% 81
2021
Q4 		$4.43M Buy
+32,469
New +$4.01M 0.56% 50
2017
Q3 		– Sell
-45,625
Closed -$2.59M – 88
2017
Q2 		$2.59M Buy
45,625
+3,395
+8% +$199K 0.82% 26
2017
Q1 		$2.46M Buy
42,230
+1,451
+4% +$88.2K 0.89% 24
2016
Q4 		$2.48M Sell
40,779
-430
-1% -$24.8K 0.97% 24
2016
Q3 		$2.31M Buy
41,209
+1,100
+3% +$66K 0.88% 26
2016
Q2 		$2.39M Buy
40,109
+334
+0.8% +$17.9K 0.89% 27
2016
Q1 		$2.11M Sell
39,775
-1,599
-4% -$80.5K 0.81% 30
2015
Q4 		$1.96M Sell
41,374
-900
-2% -$47K 0.78% 32
2015
Q3 		$2.01M Sell
42,274
-2,527
-6% -$118K 0.72% 37
2015
Q2 		$2.1M Sell
44,801
-1,942
-4% -$95K 0.71% 34
2015
Q1 		$2.32M Buy
+46,743
New +$2.27M 0.75% 32

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's PAYX Position: Q3 2025 in Review

Jackson Wealth Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 26,459 shares — an estimated $3.85M sold.

Jackson Wealth Management first reported a position in PAYX in Q1 2015 and held it in 24 quarters. The position peaked at $4.43M in Q4 2021. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Jackson Wealth Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 26,459 Paychex shares in Q3 2025, an estimated $3.85M.
  • Jackson Wealth Management first reported a position in Paychex in Q1 2015 and held it in 24 quarters.
  • Jackson Wealth Management's Paychex position peaked at $4.43M in Q4 2021.
  • 1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.