Phillips Wealth Planners’s Paycom PAYC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Sell
1,545
-3
-0.2% -$391 0.16% 203
2026
Q1
$214K Buy
+1,548
New +$207K 0.16% 199
2025
Q4
Sell
-1,760
Closed -$352K 206
2025
Q3
$352K Buy
1,760
+425
+32% +$95.7K 0.29% 114
2025
Q2
$312K Buy
1,335
+14
+1% +$3.32K 0.28% 125
2025
Q1
$285K Buy
1,321
+157
+13% +$33.1K 0.3% 116
2024
Q4
$235K Buy
+1,164
New +$237K 0.23% 150

Other funds holding PAYC

Phillips Wealth Planners's PAYC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Paycom (PAYC) stake by 0.19% in Q2 2026, selling an estimated $391 and leaving 1,545 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #203.

Phillips Wealth Planners first reported a position in PAYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 599 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Phillips Wealth Planners held 1,545 shares of Paycom worth $222K as of Q2 2026.
  • Phillips Wealth Planners sold 3 Paycom shares in Q2 2026, an estimated $391.
  • Paycom made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #203 holding.
  • Phillips Wealth Planners first reported a position in Paycom in Q4 2024 and has held it in 6 quarters since.
  • Phillips Wealth Planners's Paycom position peaked at $352K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.