Meridian Wealth Management’s Paychex PAYX Stock Holding History

Meridian 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	$241K	Sell	2,621 -23,106	-90%	-$2.29M	0.01%	704
2025 Q4	$2.89M	Sell	25,727 -53	-0.2%	-$6.2K	0.1%	176
2025 Q3	$3.27M	Buy	25,780 +1	+0%	+$139	0.13%	152
2025 Q2	$3.75M	Sell	25,779 -20	-0.1%	-$3.01K	0.16%	135
2025 Q1	$3.98M	Buy	25,799 +3	+0%	+$441	0.19%	120
2024 Q4	$3.62M	Buy	25,796 +823	+3%	+$117K	0.17%	128
2024 Q3	$3.35M	Buy	+24,973	New	+$3.17M	0.16%	135
2024 Q2	–	Sell	-22,627	Closed	-$2.78M	–	471
2024 Q1	$2.78M	Buy	22,627 +2,646	+13%	+$321K	0.46%	41
2023 Q4	$2.38M	Buy	19,981 +13,583	+212%	+$1.61M	0.15%	153
2023 Q3	$738K	Buy	6,398 +2,528	+65%	+$305K	0.05%	290
2023 Q2	$433K	Sell	3,870 -139	-3%	-$15.2K	0.04%	352
2023 Q1	$459K	Sell	4,009 -155	-4%	-$17.6K	0.04%	335
2022 Q4	$481K	Buy	+4,164	New	+$487K	0.05%	310

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Meridian Wealth Management reduced its Paychex (PAYX) stake by 90% in Q1 2026, selling an estimated $2.29M and leaving 2,621 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #704.

Meridian Wealth Management first reported a position in PAYX in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.98M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Meridian Wealth Management held 2,621 shares of Paychex worth $241K as of Q1 2026.
Meridian Wealth Management sold 23,106 Paychex shares in Q1 2026, an estimated $2.29M.
Paychex made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #704 holding.
Meridian Wealth Management first reported a position in Paychex in Q4 2022 and has held it in 13 quarters since.
Meridian Wealth Management's Paychex position peaked at $3.98M in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.