S&CO Inc’s Paychex PAYX Stock Holding History

S&CO Inc’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
2025 Q4	–	Sell	-1,775	Closed	-$224K	–	227
2025 Q3	$224K	Hold	1,775	–	–	0.01%	215
2025 Q2	$258K	Hold	1,775	–	–	0.02%	204
2025 Q1	$273K	Hold	1,775	–	–	0.02%	194
2024 Q4	$248K	Hold	1,775	–	–	0.02%	194
2024 Q3	$238K	Hold	1,775	–	–	0.02%	205
2024 Q2	$210K	Hold	1,775	–	–	0.01%	210
2024 Q1	$217K	Hold	1,775	–	–	0.02%	200
2023 Q4	$211K	Sell	1,775 -80	-4%	-$9.48K	0.02%	185
2023 Q3	$213K	Hold	1,855	–	–	0.02%	173
2023 Q2	$207K	Hold	1,855	–	–	0.02%	174
2023 Q1	$212K	Hold	1,855	–	–	0.02%	172
2022 Q4	$214K	Hold	1,855	–	–	0.02%	170
2022 Q3	$208K	Hold	1,855	–	–	0.02%	176
2022 Q2	$211K	Hold	1,855	–	–	0.02%	179
2022 Q1	$253K	Hold	1,855	–	–	0.02%	178
2021 Q4	$253K	Hold	1,855	–	–	0.02%	181
2021 Q3	$208K	Buy	+1,855	New	+$208K	0.02%	182
2016 Q1	–	Sell	-3,800	Closed	-$201K	–	145
2015 Q4	$201K	Buy	+3,800	New	+$199K	0.03%	137
2014 Q2	–	Sell	-5,800	Closed	-$247K	–	140
2014 Q1	$247K	Hold	5,800	–	–	0.04%	120
2013 Q4	$264K	Hold	5,800	–	–	0.04%	114
2013 Q3	$236K	Hold	5,800	–	–	0.04%	116
2013 Q2	$212K	Buy	+5,800	New	+$214K	0.03%	116

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S&CO Inc's PAYX Position: Q4 2025 in Review

S&CO Inc sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,775 shares — an estimated $224K sold.

S&CO Inc first reported a position in PAYX in Q2 2013 and held it in 22 quarters. The position peaked at $273K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

S&CO Inc reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
S&CO Inc sold 1,775 Paychex shares in Q4 2025, an estimated $224K.
S&CO Inc first reported a position in Paychex in Q2 2013 and held it in 22 quarters.
S&CO Inc's Paychex position peaked at $273K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on S&CO Inc's 13F filing for Q4 2025, filed 5 Feb 2026.