Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$247K Sell
2,684
-597
-18% -$59.1K 0.01% 551
2025
Q4
$348K Sell
3,281
-59
-2% -$6.91K 0.02% 471
2025
Q3
$423K Sell
3,340
-8
-0.2% -$1.11K 0.02% 451
2025
Q2
$483K Sell
3,348
-19
-0.6% -$2.86K 0.03% 405
2025
Q1
$519K Sell
3,367
-209
-6% -$30.7K 0.04% 307
2024
Q4
$501K Buy
3,576
+1
+0% +$142 0.03% 379
2024
Q3
$480K Buy
3,575
+43
+1% +$5.46K 0.03% 389
2024
Q2
$419K Buy
3,532
+4
+0.1% +$489 0.12% 92
2024
Q1
$430K Buy
3,528
+128
+4% +$15.5K 0.03% 361
2023
Q4
$405K Sell
3,400
-74
-2% -$8.77K 0.03% 375
2023
Q3
$401K Buy
3,474
+1,008
+41% +$121K 0.04% 341
2023
Q2
$276K Sell
2,466
-114
-4% -$12.5K 0.02% 437
2023
Q1
$296K Buy
2,580
+7
+0.3% +$796 0.03% 368
2022
Q4
$297K Sell
2,573
-102
-4% -$11.9K 0.03% 412
2022
Q3
$300K Buy
2,675
+2
+0.1% +$248 0.03% 384
2022
Q2
$309K Sell
2,673
-118
-4% -$14.8K 0.03% 402
2022
Q1
$381K Buy
2,791
+229
+9% +$28.1K 0.03% 370
2021
Q4
$350K Buy
2,562
+464
+22% +$57.4K 0.03% 385
2021
Q3
$236K Sell
2,098
-94
-4% -$10.6K 0.02% 445
2021
Q2
$235K Sell
2,192
-2
-0.1% -$201 0.02% 419
2021
Q1
$215K Sell
2,194
-94
-4% -$8.66K 0.02% 445
2020
Q4
$213K Buy
+2,288
New +$203K 0.02% 413
2020
Q1
Sell
-2,517
Closed -$214K 403
2019
Q4
$214K Sell
2,517
-180
-7% -$15.2K 0.04% 370
2019
Q3
$223K Sell
2,697
-135
-5% -$11.2K 0.04% 338
2019
Q2
$233K Sell
2,832
-79
-3% -$6.66K 0.05% 316
2019
Q1
$233K Buy
+2,911
New +$215K 0.05% 299
2018
Q4
Sell
-2,919
Closed -$215K 348
2018
Q3
$215K Sell
2,919
-146
-5% -$10.5K 0.05% 312
2018
Q2
$210K Buy
+3,065
New +$198K 0.05% 302
2018
Q1
Sell
-2,953
Closed -$201K 356
2017
Q4
$201K Buy
+2,953
New +$194K 0.05% 296
2017
Q2
Sell
-4,696
Closed -$277K 339
2017
Q1
$277K Buy
+4,696
New +$285K 0.08% 228
2016
Q4
Sell
-3,532
Closed -$204K 303
2016
Q3
$204K Buy
+3,532
New +$212K 0.02% 250

Other funds holding PAYX

NWAM LLC's PAYX Position: Q1 2026 in Review

NWAM LLC reduced its Paychex (PAYX) stake by 18% in Q1 2026, selling an estimated $59.1K and leaving 2,684 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #551.

NWAM LLC first reported a position in PAYX in Q3 2016 and has held it in 31 quarters since. The position peaked at $519K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • NWAM LLC held 2,684 shares of Paychex worth $247K as of Q1 2026.
  • NWAM LLC sold 597 Paychex shares in Q1 2026, an estimated $59.1K.
  • Paychex made up 0.01% of NWAM LLC's portfolio in Q1 2026, its #551 holding.
  • NWAM LLC first reported a position in Paychex in Q3 2016 and has held it in 31 quarters since.
  • NWAM LLC's Paychex position peaked at $519K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.