Pinnacle Wealth Planning Services’s Paychex PAYX Stock Holding History

Pinnacle Wealth Planning Services’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	$106K	Buy	1,151 +51	+5%	+$5.05K	0.01%	766
2025 Q4	$123K	Sell	1,100 -598	-35%	-$70K	0.01%	677
2025 Q3	$215K	Sell	1,698 -80	-4%	-$11.1K	0.03%	427
2025 Q2	$259K	Buy	+1,778	New	+$268K	0.03%	341
2024 Q4	–	Sell	-1,656	Closed	-$222K	–	519
2024 Q3	$222K	Buy	+1,656	New	+$210K	0.03%	423
2024 Q2	–	Sell	-1,673	Closed	-$205K	–	540
2024 Q1	$205K	Sell	1,673 -15	-0.9%	-$1.82K	0.03%	424
2023 Q4	$201K	Buy	+1,688	New	+$200K	0.03%	411
2022 Q4	–	Sell	-1,808	Closed	-$203K	–	482
2022 Q3	$203K	Buy	1,808 +20	+1%	+$2.48K	0.04%	333
2022 Q2	$204K	Buy	1,788 +156	+10%	+$19.6K	0.04%	349
2022 Q1	$223K	Buy	1,632 +70	+4%	+$8.59K	0.04%	347
2021 Q4	$213K	Buy	+1,562	New	+$193K	0.04%	353
2021 Q1	–	Sell	-1,598	Closed	-$148K	–	1477
2020 Q4	$148K	Buy	+1,598	New	+$142K	0.04%	346

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 Planning Services's PAYX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Paychex (PAYX) stake by 4.6% in Q1 2026, buying an estimated $5.05K and bringing the position to 1,151 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #766.

Pinnacle Wealth Planning Services first reported a position in PAYX in Q4 2020 and has held it in 12 quarters since. The position peaked at $259K in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Pinnacle Wealth Planning Services held 1,151 shares of Paychex worth $106K as of Q1 2026.
Pinnacle Wealth Planning Services bought 51 Paychex shares in Q1 2026, an estimated $5.05K.
Paychex made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #766 holding.
Pinnacle Wealth Planning Services first reported a position in Paychex in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Paychex position peaked at $259K in Q2 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.