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 Q2	$19.7K	Hold	200	–	–	0.01%	289
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's PAYX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Paychex (PAYX) position steady in Q2 2026 at 200 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #289.

Mark Sheptoff Financial Planning first reported a position in PAYX in Q1 2014 and has held it in 29 quarters since. The position peaked at $199K in Q4 2020. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Mark Sheptoff Financial Planning held 200 shares of Paychex worth $19.7K as of Q2 2026.
Mark Sheptoff Financial Planning left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #289 holding.
Mark Sheptoff Financial Planning first reported a position in Paychex in Q1 2014 and has held it in 29 quarters since.
Mark Sheptoff Financial Planning's Paychex position peaked at $199K in Q4 2020.
1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.