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Westbourne Investment Advisors’s Paychex PAYX Stock Holding History

Westbourne Investment 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
Q2 		$5.46M Buy
55,575
+1,961
+4% +$186K 1.51% 24
2026
Q1 		$4.94M Buy
53,614
+1,917
+4% +$190K 1.44% 25
2025
Q4 		$5.8M Buy
51,697
+2,584
+5% +$302K 1.6% 22
2025
Q3 		$6.23M Buy
49,113
+1,161
+2% +$161K 1.74% 21
2025
Q2 		$6.98M Buy
47,952
+12
+0% +$1.81K 2.12% 14
2025
Q1 		$7.4M Buy
47,940
+624
+1% +$91.8K 2.63% 12
2024
Q4 		$6.63M Buy
47,316
+1,515
+3% +$215K 2.27% 15
2024
Q3 		$6.15M Buy
45,801
+664
+1% +$84.3K 2.15% 18
2024
Q2 		$5.35M Sell
45,137
-68
-0.2% -$8.31K 1.94% 19
2024
Q1 		$5.55M Buy
45,205
+1,967
+5% +$239K 2.04% 19
2023
Q4 		$5.15M Sell
43,238
-887
-2% -$105K 2.06% 17
2023
Q3 		$5.09M Sell
44,125
-3,107
-7% -$374K 2.34% 14
2023
Q2 		$5.28M Buy
47,232
+355
+0.8% +$38.8K 2.37% 13
2023
Q1 		$5.37M Sell
46,877
-340
-0.7% -$38.7K 2.6% 11
2022
Q4 		$5.46M Buy
47,217
+859
+2% +$101K 2.76% 11
2022
Q3 		$5.2M Sell
46,358
-1,578
-3% -$196K 2.76% 9
2022
Q2 		$5.46M Sell
47,936
-331
-0.7% -$41.6K 3.39% 8
2022
Q1 		$6.59M Sell
48,267
-241
-0.5% -$29.6K 2.73% 8
2021
Q4 		$6.62M Buy
48,508
+224
+0.5% +$27.7K 2.6% 13
2021
Q3 		$5.43M Sell
48,284
-463
-0.9% -$52K 2.47% 14
2021
Q2 		$5.23M Buy
48,747
+408
+0.8% +$41K 2.37% 16
2021
Q1 		$4.74M Buy
48,339
+3,670
+8% +$338K 2.36% 17
2020
Q4 		$4.16M Sell
44,669
-1,425
-3% -$127K 2.43% 14
2020
Q3 		$3.68M Buy
46,094
+10,574
+30% +$794K 4.22% 7
2020
Q2 		$2.69M Buy
+35,520
New +$2.46M 3.32% 10

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Westbourne Investment Advisors's PAYX Position: Q2 2026 in Review

Westbourne Investment Advisors increased its Paychex (PAYX) stake by 3.7% in Q2 2026, buying an estimated $186K and bringing the position to 55,575 shares worth $5.46M. The position accounts for 1.51% of the portfolio, ranked #24.

Westbourne Investment Advisors first reported a position in PAYX in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.4M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Westbourne Investment Advisors held 55,575 shares of Paychex worth $5.46M as of Q2 2026.
  • Westbourne Investment Advisors bought 1,961 Paychex shares in Q2 2026, an estimated $186K.
  • Paychex made up 1.51% of Westbourne Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Westbourne Investment Advisors first reported a position in Paychex in Q2 2020 and has held it in 25 quarters since.
  • Westbourne Investment Advisors's Paychex position peaked at $7.4M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.