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 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 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

Legacy Capital Wealth Partners's PAYX Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Paychex (PAYX) stake by 23% in Q1 2026, buying an estimated $77.1K and bringing the position to 4,135 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #254.

Legacy Capital Wealth Partners first reported a position in PAYX in Q1 2023 and has held it in 11 quarters since. The position peaked at $560K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Legacy Capital Wealth Partners held 4,135 shares of Paychex worth $381K as of Q1 2026.
Legacy Capital Wealth Partners bought 779 Paychex shares in Q1 2026, an estimated $77.1K.
Paychex made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #254 holding.
Legacy Capital Wealth Partners first reported a position in Paychex in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Paychex position peaked at $560K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.