Richards, Merrill & Peterson’s Paychex PAYX Stock Holding History

Richards, Merrill & Peterson’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 Q2	$331K	Sell	3,366 -637	-16%	-$60.3K	0.11%	151
2026 Q1	$369K	Buy	4,003 +348	+10%	+$34.4K	0.14%	137
2025 Q4	$410K	Sell	3,655 -520	-12%	-$60.9K	0.16%	127
2025 Q3	$529K	Buy	4,175 +52	+1%	+$7.21K	0.23%	108
2025 Q2	$600K	Sell	4,123 -23	-0.6%	-$3.46K	0.29%	89
2025 Q1	$640K	Sell	4,146 -74	-2%	-$10.9K	0.33%	74
2024 Q4	$592K	Buy	+4,220	New	+$599K	0.31%	82

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Richards, Merrill & Peterson's PAYX Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Paychex (PAYX) stake by 16% in Q2 2026, selling an estimated $60.3K and leaving 3,366 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #151.

Richards, Merrill & Peterson first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $640K in Q1 2025. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Richards, Merrill & Peterson held 3,366 shares of Paychex worth $331K as of Q2 2026.
Richards, Merrill & Peterson sold 637 Paychex shares in Q2 2026, an estimated $60.3K.
Paychex made up 0.11% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #151 holding.
Richards, Merrill & Peterson first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Paychex position peaked at $640K in Q1 2025.
494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.