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Midwest Trust’s Paychex PAYX Stock Holding History

Midwest Trust’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 		$3.25M Sell
33,004
-1,071
-3% -$101K 0.04% 248
2026
Q1 		$3.14M Sell
34,075
-2,143
-6% -$212K 0.04% 244
2025
Q4 		$4.06M Buy
36,218
+603
+2% +$70.6K 0.05% 222
2025
Q3 		$4.51M Sell
35,615
-148
-0.4% -$20.5K 0.06% 216
2025
Q2 		$5.2M Buy
+35,763
New +$5.38M 0.07% 203

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

Midwest Trust's PAYX Position: Q2 2026 in Review

Midwest Trust reduced its Paychex (PAYX) stake by 3.1% in Q2 2026, selling an estimated $101K and leaving 33,004 shares worth $3.25M. The position accounts for 0.04% of the portfolio, ranked #248.

Midwest Trust first reported a position in PAYX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.2M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Midwest Trust held 33,004 shares of Paychex worth $3.25M as of Q2 2026.
  • Midwest Trust sold 1,071 Paychex shares in Q2 2026, an estimated $101K.
  • Paychex made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #248 holding.
  • Midwest Trust first reported a position in Paychex in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Paychex position peaked at $5.2M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.