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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
Q2 		– Sell
-2,621
Closed -$241K – 859
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
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 $3.38T AUM 44.17% 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

Meridian Wealth Management's PAYX Position: Q2 2026 in Review

Meridian Wealth Management sold out of Paychex (PAYX) in Q2 2026, closing a stake of 2,621 shares — an estimated $241K sold.

Meridian Wealth Management first reported a position in PAYX in Q4 2022 and held it in 13 quarters. The position peaked at $3.98M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Meridian Wealth Management reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 2,621 Paychex shares in Q2 2026, an estimated $241K.
  • Meridian Wealth Management first reported a position in Paychex in Q4 2022 and held it in 13 quarters.
  • Meridian Wealth Management's Paychex position peaked at $3.98M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.