Valley Forge Investment Consultants’s Paychex PAYX Stock Holding History

Valley Forge Investment Consultants’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	$378K	Sell	4,100 -460	-10%	-$45.5K	0.11%	54
2025 Q4	$512K	Hold	4,560	–	–	0.15%	49
2025 Q3	$578K	Hold	4,560	–	–	0.17%	46
2025 Q2	$663K	Hold	4,560	–	–	0.21%	44
2025 Q1	$704K	Hold	4,560	–	–	0.25%	34
2024 Q4	$639K	Hold	4,560	–	–	0.22%	42
2024 Q3	$612K	Hold	4,560	–	–	0.21%	41
2024 Q2	$541K	Hold	4,560	–	–	0.2%	39
2024 Q1	$560K	Hold	4,560	–	–	0.22%	37
2023 Q4	$543K	Hold	4,560	–	–	0.24%	38
2023 Q3	$526K	Buy	+4,560	New	+$550K	0.24%	42
2023 Q1	–	Sell	-4,560	Closed	-$527K	–	78
2022 Q4	$527K	Hold	4,560	–	–	0.28%	34
2022 Q3	$512K	Hold	4,560	–	–	0.28%	39
2022 Q2	$519K	Hold	4,560	–	–	0.26%	42
2022 Q1	$622K	Buy	+4,560	New	+$560K	0.26%	42

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

Valley Forge Investment Consultants's PAYX Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its Paychex (PAYX) stake by 10% in Q1 2026, selling an estimated $45.5K and leaving 4,100 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #54.

Valley Forge Investment Consultants first reported a position in PAYX in Q1 2022 and has held it in 15 quarters since. The position peaked at $704K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Valley Forge Investment Consultants held 4,100 shares of Paychex worth $378K as of Q1 2026.
Valley Forge Investment Consultants sold 460 Paychex shares in Q1 2026, an estimated $45.5K.
Paychex made up 0.11% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #54 holding.
Valley Forge Investment Consultants first reported a position in Paychex in Q1 2022 and has held it in 15 quarters since.
Valley Forge Investment Consultants's Paychex position peaked at $704K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.