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Wealth Preservation Advisors’s Paychex PAYX Stock Holding History

Wealth Preservation Advisors’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 		$3.96K Buy
43
+3
+8% +$297 ﹤0.01% 519
2025
Q4 		$4.49K Hold
40
– – ﹤0.01% 395
2025
Q3 		$5.07K Sell
40
-1
-2% -$139 ﹤0.01% 358
2025
Q2 		$5.96K Hold
41
– – ﹤0.01% 341
2025
Q1 		$6.33K Buy
+41
New +$6.03K ﹤0.01% 356

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Preservation Advisors's PAYX Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Paychex (PAYX) stake by 7.5% in Q1 2026, buying an estimated $297 and bringing the position to 43 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Wealth Preservation Advisors first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.33K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Wealth Preservation Advisors held 43 shares of Paychex worth $3.96K as of Q1 2026.
  • Wealth Preservation Advisors bought 3 Paychex shares in Q1 2026, an estimated $297.
  • Paychex made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #519 holding.
  • Wealth Preservation Advisors first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Paychex position peaked at $6.33K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.