SWIM
PAYX icon

Smallwood Wealth Investment Management’s Paychex PAYX Stock Holding History

Smallwood Wealth Investment 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
Q2 		$983 Hold
10
– – ﹤0.01% 439
2026
Q1 		$921 Hold
10
– – ﹤0.01% 438
2025
Q4 		$1.12K Hold
10
– – ﹤0.01% 423
2025
Q3 		$1.27K Hold
10
– – ﹤0.01% 421
2025
Q2 		$1.45K Hold
10
– – ﹤0.01% 425
2025
Q1 		$1.54K Buy
+10
New +$1.47K ﹤0.01% 399

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Smallwood Wealth Investment Management's PAYX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Paychex (PAYX) position steady in Q2 2026 at 10 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Smallwood Wealth Investment Management first reported a position in PAYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54K in Q1 2025. 917 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of Paychex worth $983 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Paychex share count unchanged in Q2 2026.
  • Paychex made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #439 holding.
  • Smallwood Wealth Investment Management first reported a position in Paychex in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Paychex position peaked at $1.54K in Q1 2025.
  • 917 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.