Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,123
Closed -$238K 361
2025
Q4
$238K Buy
2,123
+60
+3% +$7.02K 0.02% 323
2025
Q3
$262K Hold
2,063
0.02% 309
2025
Q2
$300K Sell
2,063
-60
-3% -$9.03K 0.03% 286
2025
Q1
$328K Sell
2,123
-1
-0% -$147 0.03% 261
2024
Q4
$298K Hold
2,124
0.03% 266
2024
Q3
$285K Sell
2,124
-126
-6% -$16K 0.03% 273
2024
Q2
$267K Sell
2,250
-99
-4% -$12.1K 0.03% 268
2024
Q1
$288K Buy
2,349
+1
+0% +$121 0.03% 266
2023
Q4
$280K Sell
2,348
-113
-5% -$13.4K 0.03% 268
2023
Q3
$284K Buy
2,461
+75
+3% +$9.04K 0.03% 257
2023
Q2
$267K Buy
2,386
+1
+0% +$109 0.03% 264
2023
Q1
$273K Buy
+2,385
New +$271K 0.03% 260
2022
Q3
$355K Buy
3,164
+2
+0.1% +$248 0.05% 220
2022
Q2
$368K Sell
3,162
-24
-0.8% -$3.01K 0.05% 226
2022
Q1
$422K Sell
3,186
-33
-1% -$4.05K 0.05% 220
2021
Q4
$439K Buy
3,219
+1
+0% +$124 0.05% 232
2021
Q3
$362K Buy
3,218
+1
+0% +$112 0.05% 228
2021
Q2
$362K Sell
3,217
-148
-4% -$14.9K 0.05% 208
2021
Q1
$330K Sell
3,365
-123
-4% -$11.3K 0.05% 215
2020
Q4
$312K Sell
3,488
-197
-5% -$17.5K 0.05% 210
2020
Q3
$294K Sell
3,685
-66
-2% -$4.96K 0.06% 202
2020
Q2
$284K Buy
3,751
+4
+0.1% +$277 0.07% 199
2020
Q1
$235 Sell
3,747
-297
-7% -$23.7K 0.06% 200
2019
Q4
$344K Buy
4,044
+3
+0.1% +$253 0.07% 191
2019
Q3
$334K Buy
4,041
+103
+3% +$8.56K 0.08% 181
2019
Q2
$324K Buy
3,938
+3
+0.1% +$253 0.08% 186
2019
Q1
$315K Buy
3,935
+3
+0.1% +$221 0.07% 188
2018
Q4
$256 Buy
3,932
+2
+0.1% +$135 0.06% 198
2018
Q3
$289K Sell
3,930
-96
-2% -$6.9K 0.07% 203
2018
Q2
$275K Buy
4,026
+2
+0% +$129 0.07% 195
2018
Q1
$247K Sell
4,024
-172
-4% -$11.4K 0.07% 205
2017
Q4
$285K Buy
4,196
+4
+0.1% +$263 0.08% 192
2017
Q3
$251K Sell
4,192
-97
-2% -$5.54K 0.07% 199
2017
Q2
$244K Sell
4,289
-97
-2% -$5.7K 0.07% 201
2017
Q1
$258K Buy
4,386
+703
+19% +$42.7K 0.08% 201
2016
Q4
$224K Sell
3,683
-296
-7% -$17.1K 0.07% 210
2016
Q3
$230K Sell
3,979
-36
-0.9% -$2.16K 0.08% 198
2016
Q2
$238K Buy
4,015
+3
+0.1% +$161 0.09% 172
2016
Q1
$216K Buy
4,012
+4
+0.1% +$201 0.07% 181
2015
Q4
$212 Buy
+4,008
New +$210K 0.07% 187
2015
Q2
Sell
-4,510
Closed -$223 206
2015
Q1
$223 Sell
4,510
-295
-6% -$14.3K 0.06% 194
2014
Q4
$221K Sell
4,805
-650
-12% -$30K 0.08% 186
2014
Q3
$241K Sell
5,455
-136
-2% -$5.72K 0.08% 180
2014
Q2
$232K Buy
5,591
+12
+0.2% +$493 0.09% 189
2014
Q1
$237K Sell
5,579
-32
-0.6% -$1.36K 0.09% 182
2013
Q4
$255K Buy
5,611
+11
+0.2% +$469 0.1% 175
2013
Q3
$228K Buy
5,600
+12
+0.2% +$474 0.1% 174
2013
Q2
$204K Buy
+5,588
New +$206K 0.09% 182

Other funds holding PAYX

WBH Advisory's PAYX Position: Q1 2026 in Review

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

WBH Advisory first reported a position in PAYX in Q2 2013 and held it in 48 quarters. The position peaked at $439K in Q4 2021. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • WBH Advisory reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • WBH Advisory sold 2,123 Paychex shares in Q1 2026, an estimated $238K.
  • WBH Advisory first reported a position in Paychex in Q2 2013 and held it in 48 quarters.
  • WBH Advisory's Paychex position peaked at $439K in Q4 2021.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.