Sigma Planning Corp’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $521K | Sell |
5,652
-1,896
| -25% | -$188K | 0.01% | 813 |
|
|
2025
Q4 | $847K | Sell |
7,548
-1,221
| -14% | -$143K | 0.02% | 598 |
|
|
2025
Q3 | $1.11M | Sell |
8,769
-7,888
| -47% | -$1.09M | 0.03% | 493 |
|
|
2025
Q2 | $2.42M | Buy |
16,657
+2,976
| +22% | +$448K | 0.07% | 264 |
|
|
2025
Q1 | $2.11M | Buy |
13,681
+83
| +0.6% | +$12.2K | 0.07% | 268 |
|
|
2024
Q4 | $1.91M | Buy |
13,598
+1,326
| +11% | +$188K | 0.06% | 295 |
|
|
2024
Q3 | $1.65M | Buy |
12,272
+372
| +3% | +$47.2K | 0.05% | 343 |
|
|
2024
Q2 | $1.41M | Sell |
11,900
-35
| -0.3% | -$4.28K | 0.04% | 374 |
|
|
2024
Q1 | $1.47M | Buy |
11,935
+5,590
| +88% | +$678K | 0.05% | 398 |
|
|
2023
Q4 | $756K | Sell |
6,345
-3,988
| -39% | -$472K | 0.06% | 330 |
|
|
2023
Q3 | $1.19M | Sell |
10,333
-145
| -1% | -$17.5K | 0.04% | 401 |
|
|
2023
Q2 | $1.17M | Sell |
10,478
-2,332
| -18% | -$255K | 0.04% | 410 |
|
|
2023
Q1 | $1.47M | Sell |
12,810
-2,697
| -17% | -$307K | 0.05% | 377 |
|
|
2022
Q4 | $1.79M | Buy |
15,507
+311
| +2% | +$36.4K | 0.06% | 307 |
|
|
2022
Q3 | $1.71M | Buy |
15,196
+48
| +0.3% | +$5.95K | 0.07% | 296 |
|
|
2022
Q2 | $1.73M | Buy |
15,148
+194
| +1% | +$24.4K | 0.06% | 305 |
|
|
2022
Q1 | $2.04M | Sell |
14,954
-4,189
| -22% | -$514K | 0.06% | 308 |
|
|
2021
Q4 | $2.61M | Buy |
19,143
+1,508
| +9% | +$186K | 0.07% | 274 |
|
|
2021
Q3 | $1.98M | Sell |
17,635
-138
| -0.8% | -$15.5K | 0.06% | 331 |
|
|
2021
Q2 | $1.91M | Buy |
17,773
+152
| +0.9% | +$15.3K | 0.06% | 345 |
|
|
2021
Q1 | $1.73M | Buy |
17,621
+2,455
| +16% | +$226K | 0.06% | 351 |
|
|
2020
Q4 | $1.41M | Sell |
15,166
-1,201
| -7% | -$107K | 0.05% | 353 |
|
|
2020
Q3 | $1.31M | Sell |
16,367
-22
| -0.1% | -$1.65K | 0.05% | 333 |
|
|
2020
Q2 | $1.24M | Buy |
16,389
+1,624
| +11% | +$113K | 0.05% | 328 |
|
|
2020
Q1 | $929K | Buy |
14,765
+663
| +5% | +$53K | 0.06% | 339 |
|
|
2019
Q4 | $1.2M | Buy |
14,102
+1,117
| +9% | +$94.2K | 0.05% | 356 |
|
|
2019
Q3 | $1.07M | Sell |
12,985
-668
| -5% | -$55.5K | 0.05% | 353 |
|
|
2019
Q2 | $1.12M | Buy |
13,653
+621
| +5% | +$52.4K | 0.06% | 322 |
|
|
2019
Q1 | $1.04M | Buy |
13,032
+659
| +5% | +$48.6K | 0.06% | 309 |
|
|
2018
Q4 | $806K | Buy |
12,373
+25
| +0.2% | +$1.69K | 0.06% | 297 |
|
|
2018
Q3 | $909K | Sell |
12,348
-2,969
| -19% | -$213K | 0.05% | 316 |
|
|
2018
Q2 | $1.05M | Buy |
15,317
+71
| +0.5% | +$4.58K | 0.07% | 273 |
|
|
2018
Q1 | $939K | Sell |
15,246
-1,717
| -10% | -$113K | 0.07% | 274 |
|
|
2017
Q4 | $1.16M | Sell |
16,963
-5,893
| -26% | -$387K | 0.09% | 243 |
|
|
2017
Q3 | $1.37M | Buy |
22,856
+611
| +3% | +$34.9K | 0.11% | 205 |
|
|
2017
Q2 | $1.27M | Buy |
22,245
+974
| +5% | +$57.2K | 0.12% | 205 |
|
|
2017
Q1 | $1.25M | Buy |
21,271
+2,650
| +14% | +$161K | 0.12% | 200 |
|
|
2016
Q4 | $1.13M | Sell |
18,621
-2,072
| -10% | -$119K | 0.12% | 195 |
|
|
2016
Q3 | $1.2M | Sell |
20,693
-2,952
| -12% | -$177K | 0.14% | 167 |
|
|
2016
Q2 | $1.41M | Buy |
23,645
+2,953
| +14% | +$158K | 0.18% | 132 |
|
|
2016
Q1 | $1.12M | Buy |
20,692
+490
| +2% | +$24.7K | 0.15% | 162 |
|
|
2015
Q4 | $1.07M | Buy |
20,202
+1,548
| +8% | +$80.9K | 0.15% | 163 |
|
|
2015
Q3 | $889K | Buy |
18,654
+702
| +4% | +$32.7K | 0.14% | 178 |
|
|
2015
Q2 | $842K | Buy |
17,952
+1,140
| +7% | +$55.7K | 0.12% | 215 |
|
|
2015
Q1 | $834K | Buy |
16,812
+6,797
| +68% | +$330K | 0.11% | 224 |
|
|
2014
Q4 | $462K | Buy |
+10,015
| New | +$462K | 0.06% | 347 |
|
Other funds holding PAYX
VCM
VPM
Sigma Planning Corp's PAYX Position: Q1 2026 in Review
Sigma Planning Corp reduced its Paychex (PAYX) stake by 25% in Q1 2026, selling an estimated $188K and leaving 5,652 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #813.
Sigma Planning Corp first reported a position in PAYX in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.61M in Q4 2021. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- Sigma Planning Corp held 5,652 shares of Paychex worth $521K as of Q1 2026.
- Sigma Planning Corp sold 1,896 Paychex shares in Q1 2026, an estimated $188K.
- Paychex made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #813 holding.
- Sigma Planning Corp first reported a position in Paychex in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Paychex position peaked at $2.61M in Q4 2021.
- 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.