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Legacy Advisors’s Paychex PAYX Stock Holding History

Legacy Advisors’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 		$290K Buy
2,950
+57
+2% +$5.39K 0.03% 249
2026
Q1 		$267K Buy
+2,893
New +$286K 0.03% 221
2025
Q1 		$295K Buy
1,915
+239
+14% +$35.1K 0.03% 329
2024
Q4 		$235K Sell
1,676
-492
-23% -$69.9K 0.02% 354
2024
Q3 		$291K Buy
+2,168
New +$275K 0.03% 300
2024
Q1 		– Sell
-2,128
Closed -$253K – 328
2023
Q4 		$253K Buy
2,128
+225
+12% +$26.7K 0.03% 265
2023
Q3 		$219K Buy
+1,903
New +$229K 0.04% 260
2023
Q2 		– Sell
-1,803
Closed -$207K – 273
2023
Q1 		$207K Buy
+1,803
New +$205K 0.04% 235
2020
Q2 		– Sell
-4,710
Closed -$296K – 108
2020
Q1 		$296K Sell
4,710
-117
-2% -$9.35K 0.3% 70
2019
Q4 		$411K Buy
4,827
+117
+2% +$9.87K 0.26% 77
2019
Q3 		$390K Hold
4,710
– – 0.29% 69
2019
Q2 		$388K Sell
4,710
-4,710
-50% -$397K 0.26% 70
2019
Q1 		$756K Buy
9,420
+4,710
+100% +$347K 0.25% 80
2018
Q4 		$307K Hold
4,710
– – 0.23% 87
2018
Q3 		$347K Buy
4,710
+3,950
+520% +$284K 0.17% 108
2018
Q2 		$52K Buy
760
+610
+407% +$39.4K 0.04% 185
2018
Q1 		$9K Buy
+150
New +$9.91K 0.01% 279

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Legacy Advisors's PAYX Position: Q2 2026 in Review

Legacy Advisors increased its Paychex (PAYX) stake by 2% in Q2 2026, buying an estimated $5.39K and bringing the position to 2,950 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #249.

Legacy Advisors first reported a position in PAYX in Q1 2018 and has held it in 17 quarters since. The position peaked at $756K in Q1 2019. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Legacy Advisors held 2,950 shares of Paychex worth $290K as of Q2 2026.
  • Legacy Advisors bought 57 Paychex shares in Q2 2026, an estimated $5.39K.
  • Paychex made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #249 holding.
  • Legacy Advisors first reported a position in Paychex in Q1 2018 and has held it in 17 quarters since.
  • Legacy Advisors's Paychex position peaked at $756K in Q1 2019.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.