Western Wealth Management’s Paychex PAYX Stock Holding History

Western 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
2026 Q2	$1.21M	Sell	12,340 -409	-3%	-$38.7K	0.04%	428
2026 Q1	$1.17M	Buy	+12,749	New	+$1.26M	0.04%	395
2024 Q4	–	Sell	-12,876	Closed	-$1.73M	–	729
2024 Q3	$1.73M	Buy	+12,876	New	+$1.63M	0.1%	210
2022 Q4	–	Sell	-1,965	Closed	-$221K	–	749
2022 Q3	$221K	Buy	1,965 +21	+1%	+$2.6K	0.01%	723
2022 Q2	$221K	Buy	1,944 +6	+0.3%	+$754	0.01%	707
2022 Q1	$264K	Buy	+1,938	New	+$238K	0.01%	714

Other funds holding PAYX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Western Wealth Management's PAYX Position: Q2 2026 in Review

Western Wealth Management reduced its Paychex (PAYX) stake by 3.2% in Q2 2026, selling an estimated $38.7K and leaving 12,340 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #428.

Western Wealth Management first reported a position in PAYX in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.73M in Q3 2024. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Western Wealth Management held 12,340 shares of Paychex worth $1.21M as of Q2 2026.
Western Wealth Management sold 409 Paychex shares in Q2 2026, an estimated $38.7K.
Paychex made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #428 holding.
Western Wealth Management first reported a position in Paychex in Q1 2022 and has held it in 6 quarters since.
Western Wealth Management's Paychex position peaked at $1.73M in Q3 2024.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.