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Keudell/Morrison Wealth Management’s Paycom PAYC Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,607
Closed -$256K – 254
2025
Q4 		$256K Buy
+1,607
New +$285K 0.05% 196
2025
Q2 		$450K Buy
1,946
+2
+0.1% +$474 0.1% 130
2025
Q1 		$425K Buy
1,944
+9
+0.5% +$1.9K 0.1% 123
2024
Q4 		$397K Sell
1,935
-4
-0.2% -$815 0.1% 131
2024
Q3 		$323K Buy
1,939
+227
+13% +$36.3K 0.09% 152
2024
Q2 		$245K Buy
1,712
+290
+20% +$49.7K 0.07% 178
2024
Q1 		$283K Hold
1,422
– – 0.09% 162
2023
Q4 		$294K Buy
+1,422
New +$301K 0.1% 156

Other funds holding PAYC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Keudell/Morrison Wealth Management's PAYC Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Paycom (PAYC) in Q1 2026, closing a stake of 1,607 shares — an estimated $256K sold.

Keudell/Morrison Wealth Management first reported a position in PAYC in Q4 2023 and held it in 8 quarters. The position peaked at $450K in Q2 2025. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining Paycom position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,607 Paycom shares in Q1 2026, an estimated $256K.
  • Keudell/Morrison Wealth Management first reported a position in Paycom in Q4 2023 and held it in 8 quarters.
  • Keudell/Morrison Wealth Management's Paycom position peaked at $450K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.