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Journey Strategic Wealth’s Paychex PAYX Stock Holding History

Journey Strategic Wealth’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 		$1.33M Buy
14,445
+3,080
+27% +$305K 0.03% 146
2025
Q4 		$1.27M Buy
11,365
+51
+0.5% +$5.97K 0.03% 142
2025
Q3 		$1.43M Sell
11,314
-653
-5% -$90.6K 0.04% 126
2025
Q2 		$1.74M Buy
11,967
+848
+8% +$128K 0.06% 105
2025
Q1 		$1.72M Buy
11,119
+5,710
+106% +$840K 0.06% 88
2024
Q4 		$758K Buy
5,409
+3,007
+125% +$427K 0.03% 159
2024
Q3 		$322K Buy
2,402
+42
+2% +$5.33K 0.01% 315
2024
Q2 		$280K Buy
+2,360
New +$288K 0.01% 271

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

Journey Strategic Wealth's PAYX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Paychex (PAYX) stake by 27% in Q1 2026, buying an estimated $305K and bringing the position to 14,445 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #146.

Journey Strategic Wealth first reported a position in PAYX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Journey Strategic Wealth held 14,445 shares of Paychex worth $1.33M as of Q1 2026.
  • Journey Strategic Wealth bought 3,080 Paychex shares in Q1 2026, an estimated $305K.
  • Paychex made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #146 holding.
  • Journey Strategic Wealth first reported a position in Paychex in Q2 2024 and has held it in 8 quarters since.
  • Journey Strategic Wealth's Paychex position peaked at $1.74M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.