PWP
PAYC icon

Phillips Wealth Planners’s Paycom PAYC Stock Holding History

Phillips Wealth Planners’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Phillips Wealth Planners's PAYC Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Paycom (PAYC) in Q1 2026: 1,548 shares worth $214K. The stake represents 0.16% of the portfolio and ranks #199 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in PAYC as recently as Q3 2025.

Phillips Wealth Planners first reported a position in PAYC in Q4 2024 and has held it in 5 quarters since. The position peaked at $352K in Q3 2025. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

  • Phillips Wealth Planners held 1,548 shares of Paycom worth $214K as of Q1 2026.
  • Paycom was a new Phillips Wealth Planners position in Q1 2026.
  • Paycom made up 0.16% of Phillips Wealth Planners's portfolio in Q1 2026, its #199 holding.
  • Phillips Wealth Planners first reported a position in Paycom in Q4 2024 and has held it in 5 quarters since.
  • Phillips Wealth Planners's Paycom position peaked at $352K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.