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Stockman Wealth Management’s Paychex PAYX Stock Holding History

Stockman 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
Q1 		$204K Hold
2,210
– – 0.02% 172
2025
Q4 		$248K Hold
2,210
– – 0.03% 153
2025
Q3 		$280K Sell
2,210
-38
-2% -$5.27K 0.03% 147
2025
Q2 		$327K Hold
2,248
– – 0.04% 130
2025
Q1 		$347K Hold
2,248
– – 0.05% 125
2024
Q4 		$315K Hold
2,248
– – 0.05% 132
2024
Q3 		$302K Sell
2,248
-3
-0.1% -$381 0.05% 145
2024
Q2 		$267K Hold
2,251
– – 0.05% 147
2024
Q1 		$276K Buy
2,251
+3
+0.1% +$364 0.05% 148
2023
Q4 		$268K Hold
2,248
– – 0.05% 143
2023
Q3 		$259K Hold
2,248
– – 0.06% 149
2023
Q2 		$251K Sell
2,248
-200
-8% -$21.9K 0.05% 166
2023
Q1 		$281K Hold
2,448
– – 0.06% 164
2022
Q4 		$283K Buy
2,448
+138
+6% +$16.1K 0.07% 156
2022
Q3 		$259K Hold
2,310
– – 0.07% 154
2022
Q2 		$263K Hold
2,310
– – 0.07% 160
2022
Q1 		$315K Hold
2,310
– – 0.07% 154
2021
Q4 		$315K Sell
2,310
-43
-2% -$5.32K 0.06% 159
2021
Q3 		$265K Buy
2,353
+43
+2% +$4.83K 0.06% 165
2021
Q2 		$248K Hold
2,310
– – 0.06% 171
2021
Q1 		$226K Hold
2,310
– – 0.06% 168
2020
Q4 		$215K Buy
+2,310
New +$205K 0.07% 170

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

Stockman Wealth Management's PAYX Position: Q1 2026 in Review

Stockman Wealth Management held its Paychex (PAYX) position steady in Q1 2026 at 2,210 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #172.

Stockman Wealth Management first reported a position in PAYX in Q4 2020 and has held it in 22 quarters since. The position peaked at $347K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Stockman Wealth Management held 2,210 shares of Paychex worth $204K as of Q1 2026.
  • Stockman Wealth Management left its Paychex share count unchanged in Q1 2026.
  • Paychex made up 0.02% of Stockman Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Stockman Wealth Management first reported a position in Paychex in Q4 2020 and has held it in 22 quarters since.
  • Stockman Wealth Management's Paychex position peaked at $347K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.