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Successful Portfolios’s Paychex PAYX Stock Holding History

Successful Portfolios’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 		$274K Sell
2,567
-20
-0.8% -$1.89K 0.13% 152
2026
Q1 		$240K Sell
2,587
-129
-5% -$12.8K 0.13% 155
2025
Q4 		$309K Sell
2,716
-74
-3% -$8.66K 0.16% 131
2025
Q3 		$354K Sell
2,790
-4
-0.1% -$555 0.21% 100
2025
Q2 		$406K Buy
2,794
+1
+0% +$151 0.25% 81
2025
Q1 		$431K Buy
2,793
+1
+0% +$147 0.29% 75
2024
Q4 		$392K Sell
2,792
-61
-2% -$8.66K 0.26% 78
2024
Q3 		$383K Sell
2,853
-26
-0.9% -$3.3K 0.26% 84
2024
Q2 		$341K Sell
2,879
-390
-12% -$47.7K 0.24% 90
2024
Q1 		$401K Sell
3,269
-114
-3% -$13.8K 0.27% 84
2023
Q4 		$403K Sell
3,383
-10
-0.3% -$1.19K 0.3% 77
2023
Q3 		$391K Sell
3,393
-8
-0.2% -$964 0.35% 70
2023
Q2 		$381K Sell
3,401
-493
-13% -$53.9K 0.33% 70
2023
Q1 		$446K Sell
3,894
-8
-0.2% -$910 0.28% 92
2022
Q4 		$451K Sell
3,902
-40
-1% -$4.68K 0.29% 89
2022
Q3 		$442K Sell
3,942
-35
-0.9% -$4.34K 0.32% 81
2022
Q2 		$453K Sell
3,977
-6
-0.2% -$754 0.3% 88
2022
Q1 		$544K Sell
3,983
-59
-1% -$7.24K 0.31% 84
2021
Q4 		$552K Sell
4,042
-1,543
-28% -$191K 0.3% 85
2021
Q3 		$628K Buy
5,585
+21
+0.4% +$2.36K 0.38% 64
2021
Q2 		$597K Buy
5,564
+273
+5% +$27.5K 0.36% 71
2021
Q1 		$519K Buy
5,291
+1,732
+49% +$160K 0.34% 82
2020
Q4 		$332K Sell
3,559
-241
-6% -$21.4K 0.24% 111
2020
Q3 		$303K Hold
3,800
– – 0.24% 112
2020
Q2 		$288K Buy
3,800
+16
+0.4% +$1.11K 0.25% 110
2020
Q1 		$238K Buy
3,784
+52
+1% +$4.15K 0.24% 113
2019
Q4 		$317K Sell
3,732
-28
-0.7% -$2.36K 0.28% 100
2019
Q3 		$311K Buy
3,760
+183
+5% +$15.2K 0.29% 98
2019
Q2 		$294K Sell
3,577
-30
-0.8% -$2.53K 0.32% 95
2019
Q1 		$289K Sell
3,607
-25
-0.7% -$1.84K 0.32% 95
2018
Q4 		$237K Sell
3,632
-85
-2% -$5.76K 0.3% 101
2018
Q3 		$274K Sell
3,717
-140
-4% -$10.1K 0.3% 104
2018
Q2 		$264K Sell
3,857
-69
-2% -$4.45K 0.31% 103
2018
Q1 		$242K Sell
3,926
-270
-6% -$17.8K 0.29% 106
2017
Q4 		$286K Buy
+4,196
New +$275K 0.36% 95

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Successful Portfolios's PAYX Position: Q2 2026 in Review

Successful Portfolios reduced its Paychex (PAYX) stake by 0.77% in Q2 2026, selling an estimated $1.89K and leaving 2,567 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #152.

Successful Portfolios first reported a position in PAYX in Q4 2017 and has held it in 35 quarters since. The position peaked at $628K in Q3 2021. 494 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Successful Portfolios held 2,567 shares of Paychex worth $274K as of Q2 2026.
  • Successful Portfolios sold 20 Paychex shares in Q2 2026, an estimated $1.89K.
  • Paychex made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #152 holding.
  • Successful Portfolios first reported a position in Paychex in Q4 2017 and has held it in 35 quarters since.
  • Successful Portfolios's Paychex position peaked at $628K in Q3 2021.
  • 494 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.