JPL Wealth Management’s Paychex PAYX Stock Holding History

JPL 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	$46.8K	Sell	508 -22,973	-98%	-$2.27M	0.01%	254
2025 Q4	$2.63M	Sell	23,481 -4,205	-15%	-$492K	0.64%	63
2025 Q3	$3.51M	Buy	27,686 +92	+0.3%	+$12.8K	0.83%	53
2025 Q2	$4.01M	Buy	27,594 +276	+1%	+$41.6K	1.08%	39
2025 Q1	$4.21M	Buy	27,318 +1,173	+4%	+$173K	1.2%	30
2024 Q4	$3.67M	Buy	+26,145	New	+$3.71M	1.05%	33
2024 Q2	$2.18M	Buy	18,405 +2,766	+18%	+$338K	1.07%	42
2024 Q1	$1.92M	Buy	15,639 +4,537	+41%	+$551K	1.06%	45
2023 Q4	$1.32M	Buy	+11,102	New	+$1.32M	0.95%	51

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JPL Wealth Management reduced its Paychex (PAYX) stake by 98% in Q1 2026, selling an estimated $2.27M and leaving 508 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #254.

JPL Wealth Management first reported a position in PAYX in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.21M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

JPL Wealth Management held 508 shares of Paychex worth $46.8K as of Q1 2026.
JPL Wealth Management sold 22,973 Paychex shares in Q1 2026, an estimated $2.27M.
Paychex made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #254 holding.
JPL Wealth Management first reported a position in Paychex in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Paychex position peaked at $4.21M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.