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Patrick M. Sweeney & Associates’s Paychex PAYX Stock Holding History

Patrick M. Sweeney & Associates’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 		$266K Buy
2,886
+131
+5% +$13K 0.17% 140
2025
Q4 		$309K Buy
2,755
+136
+5% +$15.9K 0.19% 120
2025
Q3 		$332K Buy
2,619
+55
+2% +$7.63K 0.21% 112
2025
Q2 		$377K Hold
2,564
– – 0.26% 93
2025
Q1 		$396K Buy
2,564
+1
+0% +$147 0.3% 85
2024
Q4 		$359K Hold
2,563
– – 0.27% 96
2024
Q3 		$344K Hold
2,563
– – 0.25% 104
2024
Q2 		$304K Buy
2,563
+1
+0% +$122 0.25% 102
2024
Q1 		$315K Hold
2,562
– – 0.26% 92
2023
Q4 		$305K Buy
+2,562
New +$304K 0.28% 88

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

Patrick M. Sweeney & Associates's PAYX Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Paychex (PAYX) stake by 4.8% in Q1 2026, buying an estimated $13K and bringing the position to 2,886 shares worth $266K. The position accounts for 0.17% of the portfolio, ranked #140.

Patrick M. Sweeney & Associates first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $396K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Patrick M. Sweeney & Associates held 2,886 shares of Paychex worth $266K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 131 Paychex shares in Q1 2026, an estimated $13K.
  • Paychex made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #140 holding.
  • Patrick M. Sweeney & Associates first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
  • Patrick M. Sweeney & Associates's Paychex position peaked at $396K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.