WAG
PAYX icon

Wilkerson Advisory Group’s Paychex PAYX Stock Holding History

Wilkerson Advisory Group’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 		$688 Sell
7
-69
-91% -$6.53K ﹤0.01% 591
2026
Q1 		$7K Sell
76
-3
-4% -$297 ﹤0.01% 454
2025
Q4 		$8.86K Buy
+79
New +$9.25K ﹤0.01% 355

Other funds holding PAYX

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Wilkerson Advisory Group's PAYX Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Paychex (PAYX) stake by 91% in Q2 2026, selling an estimated $6.53K and leaving 7 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Wilkerson Advisory Group first reported a position in PAYX in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.86K in Q4 2025. 629 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Wilkerson Advisory Group held 7 shares of Paychex worth $688 as of Q2 2026.
  • Wilkerson Advisory Group sold 69 Paychex shares in Q2 2026, an estimated $6.53K.
  • Paychex made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #591 holding.
  • Wilkerson Advisory Group first reported a position in Paychex in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Paychex position peaked at $8.86K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.