Middleton & Co’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $491K | Sell |
5,335
-75
| -1% | -$7.42K | 0.06% | 111 |
|
|
2025
Q4 | $607K | Sell |
5,410
-125
| -2% | -$14.6K | 0.06% | 105 |
|
|
2025
Q3 | $702K | Sell |
5,535
-400
| -7% | -$55.5K | 0.08% | 105 |
|
|
2025
Q2 | $863K | Hold |
5,935
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $916K | Sell |
5,935
-105
| -2% | -$15.4K | 0.11% | 96 |
|
|
2024
Q4 | $847K | Sell |
6,040
-50
| -0.8% | -$7.1K | 0.09% | 98 |
|
|
2024
Q3 | $817K | Sell |
6,090
-1,325
| -18% | -$168K | 0.09% | 100 |
|
|
2024
Q2 | $879K | Sell |
7,415
-25
| -0.3% | -$3.06K | 0.1% | 94 |
|
|
2024
Q1 | $914K | Sell |
7,440
-1,290
| -15% | -$157K | 0.11% | 96 |
|
|
2023
Q4 | $1.04M | Sell |
8,730
-930
| -10% | -$110K | 0.13% | 89 |
|
|
2023
Q3 | $1.11M | Sell |
9,660
-882
| -8% | -$106K | 0.15% | 86 |
|
|
2023
Q2 | $1.18M | Sell |
10,542
-1,160
| -10% | -$127K | 0.16% | 85 |
|
|
2023
Q1 | $1.34M | Hold |
11,702
| – | – | 0.19% | 80 |
|
|
2022
Q4 | $1.35M | Hold |
11,702
| – | – | 0.2% | 84 |
|
|
2022
Q3 | $1.31M | Sell |
11,702
-1,685
| -13% | -$209K | 0.2% | 83 |
|
|
2022
Q2 | $1.52M | Hold |
13,387
| – | – | 0.2% | 83 |
|
|
2022
Q1 | $1.83M | Sell |
13,387
-1,760
| -12% | -$216K | 0.2% | 85 |
|
|
2021
Q4 | $2.07M | Buy |
15,147
+150
| +1% | +$18.5K | 0.2% | 84 |
|
|
2021
Q3 | $1.69M | Sell |
14,997
-1,120
| -7% | -$126K | 0.18% | 86 |
|
|
2021
Q2 | $1.73M | Sell |
16,117
-75
| -0.5% | -$7.54K | 0.19% | 86 |
|
|
2021
Q1 | $1.59M | Sell |
16,192
-110
| -0.7% | -$10.1K | 0.18% | 86 |
|
|
2020
Q4 | $1.52M | Sell |
16,302
-450
| -3% | -$40K | 0.18% | 86 |
|
|
2020
Q3 | $1.34M | Hold |
16,752
| – | – | 0.18% | 85 |
|
|
2020
Q2 | $1.27M | Hold |
16,752
| – | – | 0.18% | 87 |
|
|
2020
Q1 | $1.05M | Buy |
16,752
+300
| +2% | +$24K | 0.18% | 87 |
|
|
2019
Q4 | $1.4M | Sell |
16,452
-655
| -4% | -$55.3K | 0.2% | 87 |
|
|
2019
Q3 | $1.42M | Sell |
17,107
-200
| -1% | -$16.6K | 0.22% | 86 |
|
|
2019
Q2 | $1.42M | Sell |
17,307
-50
| -0.3% | -$4.22K | 0.22% | 85 |
|
|
2019
Q1 | $1.39M | Hold |
17,357
| – | – | 0.22% | 84 |
|
|
2018
Q4 | $1.13M | Sell |
17,357
-150
| -0.9% | -$10.2K | 0.21% | 85 |
|
|
2018
Q3 | $1.29M | Sell |
17,507
-1,791
| -9% | -$129K | 0.2% | 89 |
|
|
2018
Q2 | $1.32M | Sell |
19,298
-404
| -2% | -$26.1K | 0.23% | 88 |
|
|
2018
Q1 | $1.21M | Buy |
19,702
+149
| +0.8% | +$9.85K | 0.22% | 88 |
|
|
2017
Q4 | $1.33M | Sell |
19,553
-600
| -3% | -$39.4K | 0.22% | 92 |
|
|
2017
Q3 | $1.21M | Sell |
20,153
-266
| -1% | -$15.2K | 0.22% | 94 |
|
|
2017
Q2 | $1.16M | Sell |
20,419
-25
| -0.1% | -$1.47K | 0.25% | 77 |
|
|
2017
Q1 | $1.21M | Sell |
20,444
-600
| -3% | -$36.5K | 0.26% | 77 |
|
|
2016
Q4 | $1.28M | Buy |
21,044
+100
| +0.5% | +$5.76K | 0.29% | 78 |
|
|
2016
Q3 | $1.21M | Buy |
20,944
+132
| +0.6% | +$7.92K | 0.27% | 82 |
|
|
2016
Q2 | $1.24M | Sell |
20,812
-637
| -3% | -$34.1K | 0.28% | 72 |
|
|
2016
Q1 | $1.16M | Hold |
21,449
| – | – | 0.27% | 74 |
|
|
2015
Q4 | $1.14M | Hold |
21,449
| – | – | 0.25% | 74 |
|
|
2015
Q3 | $1.02M | Hold |
21,449
| – | – | 0.24% | 84 |
|
|
2015
Q2 | $1.01M | Sell |
21,449
-974
| -4% | -$47.6K | 0.22% | 84 |
|
|
2015
Q1 | $1.11M | Sell |
22,423
-2
| -0% | -$97 | 0.24% | 82 |
|
|
2014
Q4 | $1.03M | Hold |
22,425
| – | – | 0.23% | 85 |
|
|
2014
Q3 | $991K | Sell |
22,425
-8,350
| -27% | -$351K | 0.23% | 85 |
|
|
2014
Q2 | $1.28M | Sell |
30,775
-2,200
| -7% | -$90.4K | 0.29% | 78 |
|
|
2014
Q1 | $1.41M | Sell |
32,975
-2,275
| -6% | -$96.5K | 0.33% | 74 |
|
|
2013
Q4 | $1.6M | Sell |
35,250
-2,980
| -8% | -$127K | 0.42% | 59 |
|
|
2013
Q3 | $1.55M | Buy |
38,230
+2,720
| +8% | +$107K | 0.41% | 67 |
|
|
2013
Q2 | $1.3M | Buy |
+35,510
| New | +$1.31M | 0.38% | 69 |
|
Other funds holding PAYX
VCM
VPM
Middleton & Co's PAYX Position: Q1 2026 in Review
Middleton & Co reduced its Paychex (PAYX) stake by 1.4% in Q1 2026, selling an estimated $7.42K and leaving 5,335 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #111.
Middleton & Co first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.07M in Q4 2021. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- Middleton & Co held 5,335 shares of Paychex worth $491K as of Q1 2026.
- Middleton & Co sold 75 Paychex shares in Q1 2026, an estimated $7.42K.
- Paychex made up 0.06% of Middleton & Co's portfolio in Q1 2026, its #111 holding.
- Middleton & Co first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
- Middleton & Co's Paychex position peaked at $2.07M in Q4 2021.
- 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.