Pinnacle Wealth Management Group’s Paychex PAYX Stock Holding History

Pinnacle Wealth Management Group’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 Q1	–	Sell	-2,007	Closed	-$225K	–	126
2025 Q4	$225K	Hold	2,007	–	–	0.11%	117
2025 Q3	$254K	Hold	2,007	–	–	0.13%	110
2025 Q2	$292K	Hold	2,007	–	–	0.17%	99
2025 Q1	$310K	Hold	2,007	–	–	0.22%	79
2024 Q4	$281K	Hold	2,007	–	–	0.18%	96
2024 Q3	$269K	Hold	2,007	–	–	0.17%	96
2024 Q2	$238K	Hold	2,007	–	–	0.16%	91
2024 Q1	$246K	Hold	2,007	–	–	0.18%	88
2023 Q4	$239K	Hold	2,007	–	–	0.2%	85
2023 Q3	$231K	Sell	2,007 -100	-5%	-$12.1K	0.21%	83
2023 Q2	$236K	Hold	2,107	–	–	0.21%	86
2023 Q1	$241K	Hold	2,107	–	–	0.21%	88
2022 Q4	$243K	Hold	2,107	–	–	0.22%	93
2022 Q3	$236K	Sell	2,107 -287	-12%	-$35.6K	0.21%	95
2022 Q2	$273K	Sell	2,394 -263	-10%	-$33K	0.23%	91
2022 Q1	$363K	Hold	2,657	–	–	0.27%	85
2021 Q4	$363K	Hold	2,657	–	–	0.27%	82
2021 Q3	$299K	Hold	2,657	–	–	0.22%	98
2021 Q2	$285K	Buy	+2,657	New	+$267K	0.21%	102

Other funds holding PAYX

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Pinnacle Wealth Management Group's PAYX Position: Q1 2026 in Review

Pinnacle Wealth Management Group sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,007 shares — an estimated $225K sold.

Pinnacle Wealth Management Group first reported a position in PAYX in Q2 2021 and held it in 19 quarters. The position peaked at $363K in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Pinnacle Wealth Management Group reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Management Group sold 2,007 Paychex shares in Q1 2026, an estimated $225K.
Pinnacle Wealth Management Group first reported a position in Paychex in Q2 2021 and held it in 19 quarters.
Pinnacle Wealth Management Group's Paychex position peaked at $363K in Q1 2022.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.