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Mattern Wealth Management’s Paychex PAYX Stock Holding History

Mattern Wealth Management’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
-2,013
Closed -$226K – 166
2025
Q4 		$226K Sell
2,013
-353
-15% -$41.3K 0.04% 143
2025
Q3 		$300K Sell
2,366
-474
-17% -$65.8K 0.06% 125
2025
Q2 		$413K Buy
2,840
+184
+7% +$27.7K 0.09% 99
2025
Q1 		$410K Sell
2,656
-232
-8% -$34.1K 0.09% 112
2024
Q4 		$405K Sell
2,888
-114
-4% -$16.2K 0.09% 119
2024
Q3 		$403K Sell
3,002
-816
-21% -$104K 0.09% 121
2024
Q2 		$453K Sell
3,818
-14,776
-79% -$1.81M 0.11% 109
2024
Q1 		$2.28M Sell
18,594
-47
-0.3% -$5.7K 0.56% 55
2023
Q4 		$2.22M Buy
18,641
+2,090
+13% +$248K 0.57% 51
2023
Q3 		$1.91M Buy
16,551
+2,395
+17% +$289K 0.56% 49
2023
Q2 		$1.58M Buy
14,156
+2,591
+22% +$283K 0.46% 62
2023
Q1 		$1.33M Buy
11,565
+8,103
+234% +$922K 0.44% 73
2022
Q4 		$400K Buy
3,462
+313
+10% +$36.6K 0.16% 114
2022
Q3 		$353K Buy
3,149
+215
+7% +$26.6K 0.14% 112
2022
Q2 		$334K Hold
2,934
– – 0.13% 113
2022
Q1 		$400K Sell
2,934
-149
-5% -$18.3K 0.13% 108
2021
Q4 		$421K Sell
3,083
-28
-0.9% -$3.46K 0.12% 121
2021
Q3 		$350K Sell
3,111
-16
-0.5% -$1.8K 0.12% 129
2021
Q2 		$350K Sell
3,127
-725
-19% -$72.9K 0.11% 133
2021
Q1 		$378K Sell
3,852
-9,321
-71% -$858K 0.13% 122
2020
Q4 		$1.23M Sell
13,173
-1,328
-9% -$118K 0.46% 61
2020
Q3 		$1.16M Buy
14,501
+477
+3% +$35.8K 0.5% 60
2020
Q2 		$1.06M Buy
14,024
+1,546
+12% +$107K 0.52% 61
2020
Q1 		$785K Sell
12,478
-569
-4% -$45.5K 0.57% 59
2019
Q4 		$1.11M Buy
+13,047
New +$1.1M 0.67% 60

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

Mattern Wealth Management's PAYX Position: Q1 2026 in Review

Mattern Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,013 shares — an estimated $226K sold.

Mattern Wealth Management first reported a position in PAYX in Q4 2019 and held it in 25 quarters. The position peaked at $2.28M in Q1 2024. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Mattern Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Mattern Wealth Management sold 2,013 Paychex shares in Q1 2026, an estimated $226K.
  • Mattern Wealth Management first reported a position in Paychex in Q4 2019 and held it in 25 quarters.
  • Mattern Wealth Management's Paychex position peaked at $2.28M in Q1 2024.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Mattern Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.