Jamison Private Wealth Management’s Paychex PAYX Stock Holding History

Jamison Private 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	$5.09M	Sell	51,809 -566	-1%	-$53.6K	0.51%	55
2026 Q1	$4.82M	Buy	52,375 +1,489	+3%	+$147K	0.59%	51
2025 Q4	$5.71M	Buy	50,886 +1,553	+3%	+$182K	0.69%	47
2025 Q3	$6.25M	Buy	49,333 +88	+0.2%	+$12.2K	0.79%	43
2025 Q2	$7.16M	Buy	49,245 +926	+2%	+$139K	1.03%	34
2025 Q1	$7.45M	Buy	48,319 +1,444	+3%	+$212K	1.14%	33
2024 Q4	$6.57M	Sell	46,875 -123	-0.3%	-$17.5K	0.97%	35
2024 Q3	$6.31M	Buy	46,998 +268	+0.6%	+$34K	0.96%	33
2024 Q2	$5.54M	Sell	46,730 -1,526	-3%	-$186K	0.92%	37
2024 Q1	$5.93M	Buy	48,256 +140	+0.3%	+$17K	1%	34
2023 Q4	$5.73M	Sell	48,116 -561	-1%	-$66.5K	1.07%	32
2023 Q3	$5.61M	Buy	+48,677	New	+$5.87M	1.16%	30

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

Jamison Private Wealth Management's PAYX Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Paychex (PAYX) stake by 1.1% in Q2 2026, selling an estimated $53.6K and leaving 51,809 shares worth $5.09M. The position accounts for 0.51% of the portfolio, ranked #55.

Jamison Private Wealth Management first reported a position in PAYX in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.45M in Q1 2025. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Jamison Private Wealth Management held 51,809 shares of Paychex worth $5.09M as of Q2 2026.
Jamison Private Wealth Management sold 566 Paychex shares in Q2 2026, an estimated $53.6K.
Paychex made up 0.51% of Jamison Private Wealth Management's portfolio in Q2 2026, its #55 holding.
Jamison Private Wealth Management first reported a position in Paychex in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Paychex position peaked at $7.45M in Q1 2025.
445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.