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MBM Wealth Consultants’s Paychex PAYX Stock Holding History

MBM Wealth Consultants’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 		$307K Buy
+3,127
New +$296K 0.06% 112
2019
Q3 		– Sell
-8
Closed -$1K – 218
2019
Q2 		$1K Buy
+8
New +$675 ﹤0.01% 218

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

MBM Wealth Consultants's PAYX Position: Q2 2026 in Review

MBM Wealth Consultants opened a new position in Paychex (PAYX) in Q2 2026: 3,127 shares worth $307K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: MBM Wealth Consultants previously reported a position in PAYX as recently as Q2 2019.

MBM Wealth Consultants first reported a position in PAYX in Q2 2019 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • MBM Wealth Consultants held 3,127 shares of Paychex worth $307K as of Q2 2026.
  • Paychex was a new MBM Wealth Consultants position in Q2 2026.
  • Paychex made up 0.06% of MBM Wealth Consultants's portfolio in Q2 2026, its #112 holding.
  • MBM Wealth Consultants first reported a position in Paychex in Q2 2019 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.