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Mowery & Schoenfeld Wealth Management’s Paychex PAYX Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-62
Closed -$6.96K – 457
2025
Q4 		$6.96K Buy
+62
New +$7.26K 0.01% 286
2025
Q1 		– Sell
-81
Closed -$11.4K – 538
2024
Q4 		$11.4K Buy
+81
New +$11.5K 0.02% 218

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PAYX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Paychex (PAYX) in Q1 2026, closing a stake of 62 shares — an estimated $6.96K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PAYX in Q4 2024 and held it in 2 quarters. The position peaked at $11.4K in Q4 2024. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 62 Paychex shares in Q1 2026, an estimated $6.96K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Paychex in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Paychex position peaked at $11.4K in Q4 2024.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.