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Sheets Smith Wealth Management’s Paychex PAYX Stock Holding History

Sheets Smith Wealth Management’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
Q3 		$1.35M Hold
13,700
– – 0.14% 145
2026
Q2 		$1.35M Sell
13,700
-1,579
-10% -$149K 0.13% 154
2026
Q1 		$1.41M Sell
15,279
-7,392
-33% -$731K 0.16% 134
2025
Q4 		$2.54M Sell
22,671
-970
-4% -$114K 0.28% 79
2025
Q3 		$3M Sell
23,641
-798
-3% -$111K 0.34% 73
2025
Q2 		$3.55M Sell
24,439
-199
-0.8% -$30K 0.42% 59
2025
Q1 		$3.8M Buy
24,638
+2
+0% +$294 0.47% 57
2024
Q4 		$3.45M Buy
24,636
+1
+0% +$142 0.42% 60
2024
Q3 		$3.31M Sell
24,635
-25,077
-50% -$3.18M 0.4% 60
2024
Q2 		$5.89M Sell
49,712
-6,998
-12% -$855K 0.7% 35
2024
Q1 		$6.96M Buy
56,710
+7,001
+14% +$850K 0.78% 33
2023
Q4 		$5.92M Sell
49,709
-13
-0% -$1.54K 0.84% 32
2023
Q3 		$5.73M Buy
49,722
+502
+1% +$60.5K 0.87% 30
2023
Q2 		$5.51M Buy
49,220
+101
+0.2% +$11K 0.8% 32
2023
Q1 		$5.63M Buy
49,119
+1
+0% +$114 0.86% 32
2022
Q4 		$5.68M Sell
49,118
-1,342
-3% -$157K 0.89% 31
2022
Q3 		$5.66M Buy
50,460
+1
+0% +$124 0.95% 25
2022
Q2 		$5.75M Sell
50,459
-170
-0.3% -$21.4K 0.95% 26
2022
Q1 		$6.91M Hold
50,629
– – 0.95% 27
2021
Q4 		$6.91M Buy
50,629
+1
+0% +$124 0.86% 31
2021
Q3 		$5.69M Sell
50,628
-82
-0.2% -$9.21K 0.77% 34
2021
Q2 		$5.44M Sell
50,710
-173
-0.3% -$17.4K 0.73% 36
2021
Q1 		$4.99M Buy
50,883
+3
+0% +$276 0.73% 38
2020
Q4 		$4.74M Sell
50,880
-36
-0.1% -$3.2K 0.72% 38
2020
Q3 		$4.06M Buy
50,916
+344
+0.7% +$25.8K 0.71% 39
2020
Q2 		$3.83M Buy
50,572
+61
+0.1% +$4.23K 0.77% 37
2020
Q1 		$3.18M Buy
50,511
+171
+0.3% +$13.7K 0.67% 35
2019
Q4 		$4.28M Hold
50,340
– – 0.82% 34
2019
Q3 		$4.17M Hold
50,340
– – 0.86% 32
2019
Q2 		$4.14M Hold
50,340
– – 0.85% 27
2019
Q1 		$4.04M Buy
50,340
+20,500
+69% +$1.51M 0.87% 27
2018
Q4 		$1.94M Buy
29,840
+5,200
+21% +$352K 0.52% 53
2018
Q3 		$1.81M Buy
+24,640
New +$1.77M 0.38% 71

Other funds holding PAYX

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sheets Smith Wealth Management's PAYX Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Paychex (PAYX) position steady in Q3 2026 at 13,700 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #145.

Sheets Smith Wealth Management first reported a position in PAYX in Q3 2018 and has held it in 33 quarters since. The position peaked at $6.96M in Q1 2024. 206 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Sheets Smith Wealth Management held 13,700 shares of Paychex worth $1.35M as of Q3 2026.
  • Sheets Smith Wealth Management left its Paychex share count unchanged in Q3 2026.
  • Paychex made up 0.14% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Sheets Smith Wealth Management first reported a position in Paychex in Q3 2018 and has held it in 33 quarters since.
  • Sheets Smith Wealth Management's Paychex position peaked at $6.96M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.