S.A. Mason’s Paychex PAYX Stock Holding History

S.A. Mason’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	$649K	Sell	7,042 -384	-5%	-$38K	0.24%	95
2025 Q4	$833K	Buy	7,426 +13	+0.2%	+$1.52K	0.33%	77
2025 Q3	$940K	Sell	7,413 -689	-9%	-$95.6K	0.41%	61
2025 Q2	$1.18M	Sell	8,102 -91	-1%	-$13.7K	0.57%	46
2025 Q1	$1.26M	Buy	8,193 +229	+3%	+$33.7K	0.67%	38
2024 Q4	$1.12M	Sell	7,964 -65	-0.8%	-$9.23K	0.59%	44
2024 Q3	$1.08M	Buy	8,029 +10	+0.1%	+$1.27K	0.57%	46
2024 Q2	$951K	Buy	8,019 +281	+4%	+$34.3K	0.54%	47
2024 Q1	$950K	Buy	7,738 +6,889	+811%	+$836K	0.57%	48
2023 Q4	$101K	Hold	849	–	–	0.07%	208
2023 Q3	$97.9K	Hold	849	–	–	0.07%	204
2023 Q2	$97.3K	Hold	849	–	–	0.07%	212
2023 Q1	$97.3K	Hold	849	–	–	0.07%	212
2022 Q4	$98.1K	Hold	849	–	–	0.07%	206
2022 Q3	$95K	Hold	849	–	–	0.08%	207
2022 Q2	$97K	Hold	849	–	–	0.07%	207
2022 Q1	$116K	Hold	849	–	–	0.07%	205
2021 Q4	$116K	Hold	849	–	–	0.07%	198
2021 Q3	$95K	Buy	849 +200	+31%	+$22.5K	0.06%	208
2021 Q2	$70K	Hold	649	–	–	0.05%	229
2021 Q1	$64K	Hold	649	–	–	0.05%	226
2020 Q4	$60K	Hold	649	–	–	0.05%	216
2020 Q3	$52K	Hold	649	–	–	0.05%	211
2020 Q2	$49K	Buy	649 +100	+18%	+$6.93K	0.05%	213
2020 Q1	$35K	Buy	549 +125	+29%	+$9.98K	0.04%	225
2019 Q4	$36K	Buy	+424	New	+$35.8K	0.03%	256

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

S.A. Mason's PAYX Position: Q1 2026 in Review

S.A. Mason reduced its Paychex (PAYX) stake by 5.2% in Q1 2026, selling an estimated $38K and leaving 7,042 shares worth $649K. The position accounts for 0.24% of the portfolio, ranked #95.

S.A. Mason first reported a position in PAYX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

S.A. Mason held 7,042 shares of Paychex worth $649K as of Q1 2026.
S.A. Mason sold 384 Paychex shares in Q1 2026, an estimated $38K.
Paychex made up 0.24% of S.A. Mason's portfolio in Q1 2026, its #95 holding.
S.A. Mason first reported a position in Paychex in Q4 2019 and has held it in 26 quarters since.
S.A. Mason's Paychex position peaked at $1.26M in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.