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Marcum Wealth’s Paychex PAYX Stock Holding History

Marcum Wealth’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
2025
Q1 		$206K Buy
+1,334
New +$196K 0.02% 364

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth's PAYX Position: Q1 2025 in Review

Marcum Wealth opened a new position in Paychex (PAYX) in Q1 2025: 1,334 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings.

1,703 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Marcum Wealth held 1,334 shares of Paychex worth $206K as of Q1 2025.
  • Paychex was a new Marcum Wealth position in Q1 2025.
  • Paychex made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #364 holding.
  • 1,703 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.