Stokes Family Office’s Paychex PAYX Stock Holding History

Stokes Family Office’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	–	Sell	-2,123	Closed	-$238K	–	308
2025 Q4	$238K	Buy	2,123 +439	+26%	+$51.4K	0.02%	272
2025 Q3	$213K	Buy	+1,684	New	+$234K	0.02%	250
2023 Q4	–	Sell	-2,797	Closed	-$323K	–	301
2023 Q3	$323K	Buy	2,797 +381	+16%	+$45.9K	0.04%	233
2023 Q2	$270K	Buy	2,416 +289	+14%	+$31.6K	0.03%	258
2023 Q1	$244K	Buy	+2,127	New	+$242K	0.03%	252

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stokes Family Office's PAYX Position: Q1 2026 in Review

Stokes Family Office sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,123 shares — an estimated $238K sold.

Stokes Family Office first reported a position in PAYX in Q1 2023 and held it in 5 quarters. The position peaked at $323K in Q3 2023. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Stokes Family Office reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 2,123 Paychex shares in Q1 2026, an estimated $238K.
Stokes Family Office first reported a position in Paychex in Q1 2023 and held it in 5 quarters.
Stokes Family Office's Paychex position peaked at $323K in Q3 2023.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.