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Marshall Financial Group (Maryland)’s Paychex PAYX Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-2,117
Closed -$238K – 303
2025
Q4 		$238K Sell
2,117
-6,207
-75% -$726K 0.05% 261
2025
Q3 		$1.06M Buy
8,324
+368
+5% +$51K 0.21% 123
2025
Q2 		$1.16M Buy
7,956
+5,408
+212% +$814K 0.23% 102
2025
Q1 		$393K Sell
2,548
-608
-19% -$89.4K 0.09% 172
2024
Q4 		$443K Sell
3,156
-6,766
-68% -$961K 0.11% 154
2024
Q3 		$1.33M Buy
9,922
+46
+0.5% +$5.84K 0.32% 72
2024
Q2 		$1.17M Buy
9,876
+177
+2% +$21.6K 0.33% 76
2024
Q1 		$1.19M Buy
9,699
+735
+8% +$89.2K 0.34% 76
2023
Q4 		$1.07M Buy
8,964
+357
+4% +$42.3K 0.34% 72
2023
Q3 		$993K Sell
8,607
-232
-3% -$28K 0.36% 66
2023
Q2 		$989K Buy
8,839
+36
+0.4% +$3.94K 0.34% 71
2023
Q1 		$1.01M Sell
8,803
-1,190
-12% -$135K 0.36% 66
2022
Q4 		$1.15M Buy
9,993
+698
+8% +$81.7K 0.45% 68
2022
Q3 		$1.04M Sell
9,295
-67
-0.7% -$8.3K 0.44% 61
2022
Q2 		$1.07M Sell
9,362
-2,054
-18% -$258K 0.43% 65
2022
Q1 		$1.56M Buy
11,416
+38
+0.3% +$4.67K 0.64% 37
2021
Q4 		$1.55M Sell
11,378
-468
-4% -$57.9K 0.57% 44
2021
Q3 		$1.33M Buy
11,846
+552
+5% +$62K 0.69% 32
2021
Q2 		$1.21M Sell
11,294
-2,904
-20% -$292K 0.65% 36
2021
Q1 		$1.39M Buy
14,198
+533
+4% +$49.1K 0.83% 34
2020
Q4 		$1.27M Buy
+13,665
New +$1.21M 0.83% 32

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

Marshall Financial Group (Maryland)'s PAYX Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,117 shares — an estimated $238K sold.

Marshall Financial Group (Maryland) first reported a position in PAYX in Q4 2020 and held it in 21 quarters. The position peaked at $1.56M in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Marshall Financial Group (Maryland) reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,117 Paychex shares in Q1 2026, an estimated $238K.
  • Marshall Financial Group (Maryland) first reported a position in Paychex in Q4 2020 and held it in 21 quarters.
  • Marshall Financial Group (Maryland)'s Paychex position peaked at $1.56M in Q1 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.