Morton Brown Family Wealth’s Paychex PAYX Stock Holding History

Morton Brown Family Wealth’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	$97.3K	Buy	990 +5	+0.5%	+$473	0.02%	94
2026 Q1	$90.7K	Hold	985	–	–	0.02%	90
2025 Q4	$110K	Hold	985	–	–	0.03%	85
2025 Q3	$125K	Hold	985	–	–	0.04%	78
2025 Q2	$143K	Hold	985	–	–	0.04%	70
2025 Q1	$152K	Hold	985	–	–	0.05%	65
2024 Q4	$138K	Hold	985	–	–	0.05%	70
2024 Q3	$132K	Hold	985	–	–	0.05%	66
2024 Q2	$122K	Sell	985 -15	-2%	-$1.83K	0.05%	67
2024 Q1	$123K	Hold	1,000	–	–	0.05%	63
2023 Q4	$119K	Hold	1,000	–	–	0.05%	67
2023 Q3	$115K	Hold	1,000	–	–	0.06%	53
2023 Q2	$112K	Hold	1,000	–	–	0.06%	58
2023 Q1	$115K	Hold	1,000	–	–	0.07%	59
2022 Q4	$116K	Hold	1,000	–	–	0.08%	57
2022 Q3	$112K	Hold	1,000	–	–	0.09%	51
2022 Q2	$114K	Hold	1,000	–	–	0.09%	50
2022 Q1	$136K	Sell	1,000 -5	-0.5%	-$614	0.1%	49
2021 Q4	$137K	Buy	+1,005	New	+$124K	0.11%	49

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morton Brown Family Wealth's PAYX Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Paychex (PAYX) stake by 0.51% in Q2 2026, buying an estimated $473 and bringing the position to 990 shares worth $97.3K. The position accounts for 0.02% of the portfolio, ranked #94.

Morton Brown Family Wealth first reported a position in PAYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $152K in Q1 2025. 546 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Morton Brown Family Wealth held 990 shares of Paychex worth $97.3K as of Q2 2026.
Morton Brown Family Wealth bought 5 Paychex shares in Q2 2026, an estimated $473.
Paychex made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #94 holding.
Morton Brown Family Wealth first reported a position in Paychex in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Paychex position peaked at $152K in Q1 2025.
546 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.