PWM
PAYX icon

Palumbo Wealth Management’s Paychex PAYX Stock Holding History

Palumbo 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
Q2 		$334K Sell
3,394
-154
-4% -$14.6K 0.07% 179
2026
Q1 		$327K Buy
3,548
+194
+6% +$19.2K 0.08% 161
2025
Q4 		$376K Buy
3,354
+176
+6% +$20.6K 0.09% 152
2025
Q3 		$403K Sell
3,178
-32
-1% -$4.44K 0.13% 110
2025
Q2 		$467K Buy
3,210
+18
+0.6% +$2.71K 0.14% 111
2025
Q1 		$492K Buy
3,192
+74
+2% +$10.9K 0.16% 93
2024
Q4 		$437K Buy
3,118
+19
+0.6% +$2.7K 0.16% 95
2024
Q3 		$416K Sell
3,099
-28
-0.9% -$3.56K 0.16% 96
2024
Q2 		$371K Sell
3,127
-1,266
-29% -$155K 0.16% 98
2024
Q1 		$539K Sell
4,393
-95
-2% -$11.5K 0.24% 74
2023
Q4 		$535K Buy
4,488
+481
+12% +$57K 0.27% 69
2023
Q3 		$462K Sell
4,007
-12
-0.3% -$1.45K 0.25% 70
2023
Q2 		$450K Sell
4,019
-5,353
-57% -$585K 0.28% 65
2023
Q1 		$1.07M Sell
9,372
-522
-5% -$59.4K 0.71% 32
2022
Q4 		$1.14M Buy
9,894
+268
+3% +$31.4K 0.91% 25
2022
Q3 		$1.08M Buy
9,626
+131
+1% +$16.2K 0.91% 22
2022
Q2 		$1.08M Buy
9,495
+169
+2% +$21.2K 0.86% 24
2022
Q1 		$1.27M Buy
9,326
+142
+2% +$17.4K 0.82% 25
2021
Q4 		$1.25M Buy
9,184
+372
+4% +$46K 0.79% 21
2021
Q3 		$991K Sell
8,812
-918
-9% -$103K 0.65% 26
2021
Q2 		$1.04M Buy
9,730
+587
+6% +$59K 0.7% 31
2021
Q1 		$896K Buy
9,143
+620
+7% +$57.1K 0.68% 34
2020
Q4 		$794K Buy
+8,523
New +$757K 0.64% 31

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 $3.37T AUM 44.26% 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

Palumbo Wealth Management's PAYX Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Paychex (PAYX) stake by 4.3% in Q2 2026, selling an estimated $14.6K and leaving 3,394 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #179.

Palumbo Wealth Management first reported a position in PAYX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q1 2022. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Palumbo Wealth Management held 3,394 shares of Paychex worth $334K as of Q2 2026.
  • Palumbo Wealth Management sold 154 Paychex shares in Q2 2026, an estimated $14.6K.
  • Paychex made up 0.07% of Palumbo Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Palumbo Wealth Management first reported a position in Paychex in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Paychex position peaked at $1.27M in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.