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SFMG Wealth Advisors’s Paychex PAYX Stock Holding History

SFMG Wealth 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 		$593K Sell
6,440
-548
-8% -$54.2K 0.04% 167
2025
Q4 		$784K Buy
6,988
+31
+0.4% +$3.63K 0.05% 133
2025
Q3 		$882K Hold
6,957
– – 0.06% 115
2025
Q2 		$1.01M Sell
6,957
-10
-0.1% -$1.51K 0.08% 103
2025
Q1 		$1.07M Sell
6,967
-165
-2% -$24.3K 0.08% 98
2024
Q4 		$1M Hold
7,132
– – 0.08% 100
2024
Q3 		$957K Sell
7,132
-19
-0.3% -$2.41K 0.08% 96
2024
Q2 		$848K Buy
7,151
+98
+1% +$12K 0.07% 99
2024
Q1 		$866K Sell
7,053
-39
-0.5% -$4.73K 0.07% 99
2023
Q4 		$845K Buy
7,092
+202
+3% +$23.9K 0.08% 95
2023
Q3 		$795K Buy
6,890
+73
+1% +$8.8K 0.08% 93
2023
Q2 		$763K Buy
6,817
+293
+4% +$32K 0.08% 99
2023
Q1 		$748K Sell
6,524
-9
-0.1% -$1.02K 0.08% 99
2022
Q4 		$755K Buy
6,533
+582
+10% +$68.1K 0.08% 104
2022
Q3 		$643K Hold
5,951
– – 0.08% 106
2022
Q2 		$678K Sell
5,951
-250
-4% -$31.4K 0.08% 105
2022
Q1 		$846K Sell
6,201
-183
-3% -$22.5K 0.08% 101
2021
Q4 		$871K Buy
6,384
+100
+2% +$12.4K 0.08% 106
2021
Q3 		$707K Hold
6,284
– – 0.08% 111
2021
Q2 		$674K Hold
6,284
– – 0.07% 113
2021
Q1 		$616K Hold
6,284
– – 0.07% 116
2020
Q4 		$586K Buy
6,284
+47
+0.8% +$4.17K 0.07% 114
2020
Q3 		$497K Buy
6,237
+2,866
+85% +$215K 0.07% 104
2020
Q2 		$255K Hold
3,371
– – 0.04% 139
2020
Q1 		$212K Hold
3,371
– – 0.03% 123
2019
Q4 		$287K Hold
3,371
– – 0.04% 133
2019
Q3 		$279K Hold
3,371
– – 0.04% 120
2019
Q2 		$292K Hold
3,371
– – 0.04% 118
2019
Q1 		$270K Buy
3,371
+150
+5% +$11.1K 0.04% 118
2018
Q4 		$210K Hold
3,221
– – 0.03% 125
2018
Q3 		$211K Sell
3,221
-400
-11% -$28.7K 0.03% 129
2018
Q2 		$247K Hold
3,621
– – 0.04% 122
2018
Q1 		$223K Buy
3,621
+100
+3% +$6.61K 0.04% 127
2017
Q4 		$240K Sell
3,521
-46
-1% -$3.02K 0.04% 122
2017
Q3 		$214K Hold
3,567
– – 0.04% 121
2017
Q2 		$203K Buy
+3,567
New +$209K 0.04% 116
2016
Q3 		– Sell
-24,169
Closed -$1.44M – 113
2016
Q2 		$1.44M Sell
24,169
-430
-2% -$23K 0.32% 34
2016
Q1 		$1.33M Buy
24,599
+750
+3% +$37.8K 0.29% 39
2015
Q4 		$1.26M Sell
23,849
-130
-0.5% -$6.79K 0.29% 43
2015
Q3 		$1.14M Buy
+23,979
New +$1.12M 0.28% 45
2015
Q2 		– Sell
-4,321
Closed -$214K – 155
2015
Q1 		$214K Sell
4,321
-29,383
-87% -$1.43M 0.02% 164
2014
Q4 		$1.56M Buy
+33,704
New +$1.56M 0.35% 35

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

SFMG Wealth Advisors's PAYX Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Paychex (PAYX) stake by 7.8% in Q1 2026, selling an estimated $54.2K and leaving 6,440 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #167.

SFMG Wealth Advisors first reported a position in PAYX in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.56M in Q4 2014. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • SFMG Wealth Advisors held 6,440 shares of Paychex worth $593K as of Q1 2026.
  • SFMG Wealth Advisors sold 548 Paychex shares in Q1 2026, an estimated $54.2K.
  • Paychex made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • SFMG Wealth Advisors first reported a position in Paychex in Q4 2014 and has held it in 42 quarters since.
  • SFMG Wealth Advisors's Paychex position peaked at $1.56M in Q4 2014.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.