Patrick M. Sweeney & Associates
PAYX icon

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
Q3 		$316K Buy
3,212
+261
+9% +$30.2K 0.18% 131
2026
Q2 		$290K Buy
2,951
+65
+2% +$6.15K 0.17% 136
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Patrick M. Sweeney & Associates's PAYX Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Paychex (PAYX) stake by 8.8% in Q3 2026, buying an estimated $30.2K and bringing the position to 3,212 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #131.

Patrick M. Sweeney & Associates first reported a position in PAYX in Q4 2023 and has held it in 12 quarters since. The position peaked at $396K in Q1 2025. 918 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Patrick M. Sweeney & Associates held 3,212 shares of Paychex worth $316K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 261 Paychex shares in Q3 2026, an estimated $30.2K.
  • Paychex made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #131 holding.
  • Patrick M. Sweeney & Associates first reported a position in Paychex in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Paychex position peaked at $396K in Q1 2025.
  • 918 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.