Tower View Wealth Management’s Paychex PAYX Stock Holding History

Tower View 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
2025 Q4	–	Sell	-33	Closed	-$4.17K	–	184
2025 Q3	$4.17K	Hold	33	–	–	﹤0.01%	156
2025 Q2	$4.75K	Buy	33 +1	+3%	+$151	﹤0.01%	172
2025 Q1	$5K	Hold	32	–	–	﹤0.01%	154
2024 Q4	$4.52K	Hold	32	–	–	﹤0.01%	158
2024 Q3	$4.29K	Hold	32	–	–	﹤0.01%	165
2024 Q2	$3.79K	Hold	32	–	–	﹤0.01%	164
2024 Q1	$3.93K	Sell	32 -8	-20%	-$971	﹤0.01%	169
2023 Q4	$5K	Buy	40 +8	+25%	+$948	﹤0.01%	153
2023 Q3	$4K	Hold	32	–	–	﹤0.01%	156
2023 Q2	$4K	Buy	+32	New	+$3.5K	﹤0.01%	164
2021 Q2	–	Sell	-58	Closed	-$6K	–	190
2021 Q1	$6K	Buy	+58	New	+$5.34K	﹤0.01%	159

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tower View Wealth Management's PAYX Position: Q4 2025 in Review

Tower View Wealth Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 33 shares — an estimated $4.17K sold.

Tower View Wealth Management first reported a position in PAYX in Q1 2021 and held it in 11 quarters. The position peaked at $6K in Q1 2021. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

Tower View Wealth Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
Tower View Wealth Management sold 33 Paychex shares in Q4 2025, an estimated $4.17K.
Tower View Wealth Management first reported a position in Paychex in Q1 2021 and held it in 11 quarters.
Tower View Wealth Management's Paychex position peaked at $6K in Q1 2021.
1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.