Philadelphia Trust Company’s Paychex PAYX Stock Holding History

Philadelphia Trust Company’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
2025 Q3	–	Sell	-1,500	Closed	-$218K	–	265
2025 Q2	$218K	Hold	1,500	–	–	0.02%	225
2025 Q1	$231K	Hold	1,500	–	–	0.02%	217
2024 Q4	$210K	Hold	1,500	–	–	0.02%	230
2024 Q3	$201K	Buy	+1,500	New	+$190K	0.01%	238
2022 Q2	–	Sell	-1,500	Closed	-$205K	–	239
2022 Q1	$205K	Buy	+1,500	New	+$184K	0.02%	229
2014 Q1	–	Sell	-7,000	Closed	-$319K	–	194
2013 Q4	$319K	Hold	7,000	–	–	0.02%	165
2013 Q3	$284K	Hold	7,000	–	–	0.02%	162
2013 Q2	$256K	Buy	+7,000	New	+$258K	0.02%	152

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Philadelphia Trust Company's PAYX Position: Q3 2025 in Review

Philadelphia Trust Company sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,500 shares — an estimated $218K sold.

Philadelphia Trust Company first reported a position in PAYX in Q2 2013 and held it in 8 quarters. The position peaked at $319K in Q4 2013. 1,619 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

Philadelphia Trust Company reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
Philadelphia Trust Company sold 1,500 Paychex shares in Q3 2025, an estimated $218K.
Philadelphia Trust Company first reported a position in Paychex in Q2 2013 and held it in 8 quarters.
Philadelphia Trust Company's Paychex position peaked at $319K in Q4 2013.
1,619 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Philadelphia Trust Company's 13F filing for Q3 2025, filed 13 Nov 2025.