PIA
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Powell Investment Advisors’s Paychex PAYX Stock Holding History

Powell Investment Advisors’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 		$205K Hold
2,228
– – 0.07% 132
2025
Q4 		$250K Hold
2,228
– – 0.09% 122
2025
Q3 		$282K Hold
2,228
– – 0.1% 116
2025
Q2 		$324K Hold
2,228
– – 0.12% 103
2025
Q1 		$344K Hold
2,228
– – 0.17% 79
2024
Q4 		$312K Hold
2,228
– – 0.14% 92
2024
Q3 		$299K Hold
2,228
– – 0.14% 88
2024
Q2 		$264K Sell
2,228
-102
-4% -$12.5K 0.14% 90
2024
Q1 		$286K Buy
2,330
+1
+0% +$121 0.15% 86
2023
Q4 		$277K Sell
2,329
-61
-3% -$7.23K 0.15% 84
2023
Q3 		$276K Buy
2,390
+2
+0.1% +$241 0.17% 82
2023
Q2 		$267K Buy
2,388
+1
+0% +$109 0.16% 85
2023
Q1 		$274K Buy
2,387
+1
+0% +$114 0.15% 85
2022
Q4 		$276K Sell
2,386
-156
-6% -$18.3K 0.16% 85
2022
Q3 		$285K Buy
2,542
+2
+0.1% +$248 0.19% 86
2022
Q2 		$289K Buy
2,540
+2
+0.1% +$251 0.18% 82
2022
Q1 		$346K Buy
2,538
+2
+0.1% +$246 0.2% 70
2021
Q4 		$346K Buy
2,536
+1
+0% +$124 0.2% 69
2021
Q3 		$285K Buy
2,535
+2
+0.1% +$225 0.18% 77
2021
Q2 		$272K Sell
2,533
-157
-6% -$15.8K 0.17% 85
2021
Q1 		$264K Sell
2,690
-318
-11% -$29.3K 0.17% 79
2020
Q4 		$280K Buy
3,008
+2
+0.1% +$178 0.21% 66
2020
Q3 		$240K Sell
3,006
-281
-9% -$21.1K 0.21% 74
2020
Q2 		$249K Buy
3,287
+5
+0.2% +$347 0.24% 74
2020
Q1 		$206K Sell
3,282
-105
-3% -$8.39K 0.25% 83
2019
Q4 		$288K Buy
+3,387
New +$286K 0.3% 73

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Powell Investment Advisors's PAYX Position: Q1 2026 in Review

Powell Investment Advisors held its Paychex (PAYX) position steady in Q1 2026 at 2,228 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #132.

Powell Investment Advisors first reported a position in PAYX in Q4 2019 and has held it in 26 quarters since. The position peaked at $346K in Q1 2022. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Powell Investment Advisors held 2,228 shares of Paychex worth $205K as of Q1 2026.
  • Powell Investment Advisors left its Paychex share count unchanged in Q1 2026.
  • Paychex made up 0.07% of Powell Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Powell Investment Advisors first reported a position in Paychex in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's Paychex position peaked at $346K in Q1 2022.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.