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Mark Sheptoff Financial Planning’s Paychex PAYX Stock Holding History

Mark Sheptoff Financial Planning’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 		$18.6K Sell
200
-100
-33% -$9.89K 0.01% 276
2025
Q4 		$33.7K Hold
300
– – 0.02% 226
2025
Q3 		$38K Hold
300
– – 0.02% 212
2025
Q2 		$43.6K Hold
300
– – 0.02% 195
2025
Q1 		$46.3K Hold
300
– – 0.03% 175
2024
Q4 		$42.1K Hold
300
– – 0.02% 187
2024
Q3 		$40.3K Hold
300
– – 0.02% 184
2024
Q2 		$35.6K Hold
300
– – 0.02% 202
2024
Q1 		$36.8K Hold
300
– – 0.02% 190
2023
Q4 		$35.7K Hold
300
– – 0.02% 187
2023
Q3 		$34.6K Hold
300
– – 0.02% 173
2023
Q2 		$33.6K Hold
300
– – 0.02% 190
2023
Q1 		$34.4K Hold
300
– – 0.02% 177
2022
Q4 		$34.7K Hold
300
– – 0.02% 168
2022
Q3 		$34K Hold
300
– – 0.02% 167
2022
Q2 		$34K Hold
300
– – 0.02% 181
2022
Q1 		$41K Hold
300
– – 0.02% 189
2021
Q4 		$41K Hold
300
– – 0.02% 193
2021
Q3 		$34K Hold
300
– – 0.02% 202
2021
Q2 		$32K Hold
300
– – 0.02% 231
2021
Q1 		$29K Sell
300
-1,835
-86% -$169K 0.02% 207
2020
Q4 		$199K Buy
2,135
+1,835
+612% +$163K 0.11% 94
2020
Q3 		$24K Buy
300
+65
+28% +$4.88K 0.01% 183
2020
Q2 		$18K Hold
235
– – 0.01% 208
2020
Q1 		$15K Hold
235
– – 0.01% 197
2019
Q4 		$20K Hold
235
– – 0.01% 218
2019
Q3 		$19K Buy
+235
New +$19.5K 0.01% 217
2014
Q2 		– Sell
-200
Closed -$9K – 356
2014
Q1 		$9K Buy
+200
New +$8.49K 0.01% 289

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's PAYX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Paychex (PAYX) stake by 33% in Q1 2026, selling an estimated $9.89K and leaving 200 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #276.

Mark Sheptoff Financial Planning first reported a position in PAYX in Q1 2014 and has held it in 28 quarters since. The position peaked at $199K in Q4 2020. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Paychex worth $18.6K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 100 Paychex shares in Q1 2026, an estimated $9.89K.
  • Paychex made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #276 holding.
  • Mark Sheptoff Financial Planning first reported a position in Paychex in Q1 2014 and has held it in 28 quarters since.
  • Mark Sheptoff Financial Planning's Paychex position peaked at $199K in Q4 2020.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.