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Jacksonville Wealth Management’s Paychex PAYX Stock Holding History

Jacksonville 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 		$444K Sell
4,514
-420
-9% -$39.7K 0.25% 47
2026
Q1 		$455K Buy
4,934
+22
+0.4% +$2.18K 0.31% 45
2025
Q4 		$551K Sell
4,912
-907
-16% -$106K 0.39% 42
2025
Q3 		$738K Sell
5,819
-117
-2% -$16.2K 0.54% 35
2025
Q2 		$863K Buy
5,936
+18
+0.3% +$2.71K 0.69% 30
2025
Q1 		$913K Buy
5,918
+17
+0.3% +$2.5K 0.9% 25
2024
Q4 		$828K Buy
+5,901
New +$838K 0.77% 28

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 $3.37T AUM 44.26% 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

Jacksonville Wealth Management's PAYX Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Paychex (PAYX) stake by 8.5% in Q2 2026, selling an estimated $39.7K and leaving 4,514 shares worth $444K. The position accounts for 0.25% of the portfolio, ranked #47.

Jacksonville Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $913K in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Jacksonville Wealth Management held 4,514 shares of Paychex worth $444K as of Q2 2026.
  • Jacksonville Wealth Management sold 420 Paychex shares in Q2 2026, an estimated $39.7K.
  • Paychex made up 0.25% of Jacksonville Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Jacksonville Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Paychex position peaked at $913K in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.