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Jeppson Wealth Management’s Paychex PAYX Stock Holding History

Jeppson 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
Q1 		$524K Buy
5,684
+2,065
+57% +$204K 0.16% 117
2025
Q4 		$406K Sell
3,619
-200
-5% -$23.4K 0.13% 142
2025
Q3 		$484K Hold
3,819
– – 0.15% 125
2025
Q2 		$556K Sell
3,819
-15
-0.4% -$2.26K 0.19% 114
2025
Q1 		$592K Sell
3,834
-35
-0.9% -$5.15K 0.22% 105
2024
Q4 		$543K Sell
3,869
-25
-0.6% -$3.55K 0.2% 118
2024
Q3 		$523K Sell
3,894
-25
-0.6% -$3.17K 0.19% 117
2024
Q2 		$465K Sell
3,919
-25
-0.6% -$3.06K 0.18% 118
2024
Q1 		$484K Sell
3,944
-8
-0.2% -$971 0.19% 117
2023
Q4 		$471K Sell
3,952
-25
-0.6% -$2.96K 0.19% 115
2023
Q3 		$459K Sell
3,977
-110
-3% -$13.3K 0.21% 114
2023
Q2 		$457K Sell
4,087
-145
-3% -$15.9K 0.2% 114
2023
Q1 		$485K Sell
4,232
-83
-2% -$9.44K 0.21% 113
2022
Q4 		$499K Sell
4,315
-75
-2% -$8.78K 0.21% 106
2022
Q3 		$493K Hold
4,390
– – 0.22% 95
2022
Q2 		$500K Sell
4,390
-150
-3% -$18.8K 0.22% 101
2022
Q1 		$619K Sell
4,540
-100
-2% -$12.3K 0.29% 80
2021
Q4 		$633K Sell
4,640
-50
-1% -$6.18K 0.31% 74
2021
Q3 		$527K Hold
4,690
– – 0.27% 82
2021
Q2 		$503K Hold
4,690
– – 0.27% 82
2021
Q1 		$459K Sell
4,690
-23
-0.5% -$2.12K 0.27% 82
2020
Q4 		$439K Sell
4,713
-12
-0.3% -$1.07K 0.29% 81
2020
Q3 		$377K Buy
+4,725
New +$355K 0.3% 82

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jeppson Wealth Management's PAYX Position: Q1 2026 in Review

Jeppson Wealth Management increased its Paychex (PAYX) stake by 57% in Q1 2026, buying an estimated $204K and bringing the position to 5,684 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #117.

Jeppson Wealth Management first reported a position in PAYX in Q3 2020 and has held it in 23 quarters since. The position peaked at $633K in Q4 2021. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Jeppson Wealth Management held 5,684 shares of Paychex worth $524K as of Q1 2026.
  • Jeppson Wealth Management bought 2,065 Paychex shares in Q1 2026, an estimated $204K.
  • Paychex made up 0.16% of Jeppson Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Jeppson Wealth Management first reported a position in Paychex in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Paychex position peaked at $633K in Q4 2021.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.