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Legacy Wealth Management (Idaho)’s Paychex PAYX Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-11
Closed -$1.01K – 721
2026
Q1 		$1.01K Buy
+11
New +$1.09K ﹤0.01% 871
2025
Q2 		– Sell
-19
Closed -$2.93K – 835
2025
Q1 		$2.93K Buy
+19
New +$2.79K ﹤0.01% 485

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 Wealth Management (Idaho)'s PAYX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Paychex (PAYX) in Q2 2026, closing a stake of 11 shares — an estimated $1.01K sold.

Legacy Wealth Management (Idaho) first reported a position in PAYX in Q1 2025 and held it in 2 quarters. The position peaked at $2.93K in Q1 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 11 Paychex shares in Q2 2026, an estimated $1.01K.
  • Legacy Wealth Management (Idaho) first reported a position in Paychex in Q1 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Paychex position peaked at $2.93K in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.