Pinnacle Wealth Management Advisory Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
11,482
+1,170
| +11% | +$116K | 0.07% | 171 |
|
|
2025
Q4 | $1.16M | Sell |
10,312
-945
| -8% | -$111K | 0.08% | 156 |
|
|
2025
Q3 | $1.43M | Sell |
11,257
-169
| -1% | -$23.4K | 0.11% | 124 |
|
|
2025
Q2 | $1.66M | Buy |
11,426
+42
| +0.4% | +$6.32K | 0.14% | 106 |
|
|
2025
Q1 | $1.76M | Sell |
11,384
-70
| -0.6% | -$10.3K | 0.16% | 102 |
|
|
2024
Q4 | $1.61M | Sell |
11,454
-66
| -0.6% | -$9.37K | 0.15% | 106 |
|
|
2024
Q3 | $1.55M | Sell |
11,520
-107
| -0.9% | -$13.6K | 0.15% | 102 |
|
|
2024
Q2 | $1.38M | Sell |
11,627
-470
| -4% | -$57.4K | 0.14% | 106 |
|
|
2024
Q1 | $1.49M | Sell |
12,097
-466
| -4% | -$56.6K | 0.16% | 101 |
|
|
2023
Q4 | $1.5M | Sell |
12,563
-129
| -1% | -$15.3K | 0.18% | 96 |
|
|
2023
Q3 | $1.46M | Buy |
12,692
+134
| +1% | +$16.1K | 0.19% | 95 |
|
|
2023
Q2 | $1.4M | Sell |
12,558
-589
| -4% | -$64.4K | 0.17% | 98 |
|
|
2023
Q1 | $1.51M | Sell |
13,147
-414
| -3% | -$47.1K | 0.2% | 95 |
|
|
2022
Q4 | $1.57M | Buy |
13,561
+239
| +2% | +$28K | 0.24% | 87 |
|
|
2022
Q3 | $1.5M | Sell |
13,322
-18
| -0.1% | -$2.23K | 0.25% | 84 |
|
|
2022
Q2 | $1.52M | Buy |
13,340
+300
| +2% | +$37.7K | 0.25% | 91 |
|
|
2022
Q1 | $1.78M | Buy |
13,040
+303
| +2% | +$37.2K | 0.26% | 94 |
|
|
2021
Q4 | $1.74M | Buy |
+12,737
| New | +$1.57M | 0.28% | 80 |
|
|
2018
Q2 | – | Sell |
-15,697
| Closed | -$967K | – | 148 |
|
|
2018
Q1 | $967K | Sell |
15,697
-504
| -3% | -$33.3K | 0.55% | 56 |
|
|
2017
Q4 | $1.1M | Buy |
16,201
+291
| +2% | +$19.1K | 0.61% | 50 |
|
|
2017
Q3 | $954K | Buy |
15,910
+325
| +2% | +$18.6K | 0.55% | 61 |
|
|
2017
Q2 | $887K | Buy |
15,585
+1,145
| +8% | +$67.2K | 0.55% | 60 |
|
|
2017
Q1 | $851K | Buy |
14,440
+210
| +1% | +$12.8K | 0.59% | 58 |
|
|
2016
Q4 | $866K | Buy |
14,230
+125
| +0.9% | +$7.2K | 0.62% | 56 |
|
|
2016
Q3 | $816K | Sell |
14,105
-9,613
| -41% | -$576K | 0.62% | 56 |
|
|
2016
Q2 | $1.41M | Buy |
23,718
+1,210
| +5% | +$64.8K | 1.12% | 25 |
|
|
2016
Q1 | $1.22M | Sell |
22,508
-395
| -2% | -$19.9K | 1.08% | 29 |
|
|
2015
Q4 | $1.21M | Buy |
22,903
+25
| +0.1% | +$1.31K | 1.11% | 30 |
|
|
2015
Q3 | $1.09M | Buy |
22,878
+150
| +0.7% | +$7K | 1.05% | 29 |
|
|
2015
Q2 | $1.06M | Sell |
22,728
-3,051
| -12% | -$149K | 0.99% | 32 |
|
|
2015
Q1 | $1.28M | Sell |
25,779
-597
| -2% | -$29K | 1.15% | 25 |
|
|
2014
Q4 | $1.22M | Buy |
+26,376
| New | +$1.22M | 1.13% | 31 |
|
Other funds holding PAYX
VCM
VPM
Pinnacle Wealth Management Advisory Group's PAYX Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group increased its Paychex (PAYX) stake by 11% in Q1 2026, buying an estimated $116K and bringing the position to 11,482 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #171.
Pinnacle Wealth Management Advisory Group first reported a position in PAYX in Q4 2014 and has held it in 32 quarters since. The position peaked at $1.78M in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 11,482 shares of Paychex worth $1.06M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group bought 1,170 Paychex shares in Q1 2026, an estimated $116K.
- Paychex made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #171 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Paychex in Q4 2014 and has held it in 32 quarters since.
- Pinnacle Wealth Management Advisory Group's Paychex position peaked at $1.78M in Q1 2022.
- 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.