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Legacy Capital Wealth Partners’s Paychex PAYX Stock Holding History

Legacy Capital Wealth Partners’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 		$450K Buy
4,580
+445
+11% +$42.1K 0.09% 209
2026
Q1 		$381K Buy
4,135
+779
+23% +$77.1K 0.08% 254
2025
Q4 		$377K Sell
3,356
-362
-10% -$42.4K 0.08% 255
2025
Q3 		$471K Buy
3,718
+19
+0.5% +$2.64K 0.1% 214
2025
Q2 		$538K Buy
3,699
+66
+2% +$9.94K 0.12% 182
2025
Q1 		$560K Buy
3,633
+6
+0.2% +$882 0.14% 159
2024
Q4 		$509K Buy
3,627
+176
+5% +$25K 0.13% 176
2024
Q3 		$463K Buy
3,451
+4
+0.1% +$508 0.09% 210
2024
Q2 		$409K Buy
+3,447
New +$421K 0.1% 192
2024
Q1 		– Sell
-2,495
Closed -$297K – 272
2023
Q4 		$297K Buy
2,495
+288
+13% +$34.1K 0.08% 215
2023
Q3 		$255K Buy
+2,207
New +$266K 0.07% 230
2023
Q2 		– Sell
-1,886
Closed -$216K – 175
2023
Q1 		$216K Buy
+1,886
New +$215K 0.06% 233

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 $3.38T AUM 44.17% 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 Capital Wealth Partners's PAYX Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Paychex (PAYX) stake by 11% in Q2 2026, buying an estimated $42.1K and bringing the position to 4,580 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #209.

Legacy Capital Wealth Partners first reported a position in PAYX in Q1 2023 and has held it in 12 quarters since. The position peaked at $560K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,580 shares of Paychex worth $450K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 445 Paychex shares in Q2 2026, an estimated $42.1K.
  • Paychex made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Legacy Capital Wealth Partners first reported a position in Paychex in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Paychex position peaked at $560K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.