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Williams Jones Wealth Management’s Paychex PAYX Stock Holding History

Williams Jones 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
Q1 		$4.45M Sell
48,305
-18,920
-28% -$1.87M 0.05% 140
2025
Q4 		$7.54M Sell
67,225
-5,790
-8% -$678K 0.09% 110
2025
Q3 		$9.26M Sell
73,015
-385
-0.5% -$53.4K 0.11% 101
2025
Q2 		$10.7M Sell
73,400
-191
-0.3% -$28.8K 0.13% 96
2025
Q1 		$11.4M Buy
73,591
+650
+0.9% +$95.6K 0.15% 93
2024
Q4 		$10.2M Sell
72,941
-1,195
-2% -$170K 0.12% 98
2024
Q3 		$9.95M Sell
74,136
-149
-0.2% -$18.9K 0.12% 109
2024
Q2 		$8.81M Sell
74,285
-350
-0.5% -$42.8K 0.11% 111
2024
Q1 		$9.17M Buy
74,635
+748
+1% +$90.8K 0.12% 108
2023
Q4 		$8.8M Buy
73,887
+980
+1% +$116K 0.12% 110
2023
Q3 		$8.41M Hold
72,907
– – 0.13% 106
2023
Q2 		$8.16M Buy
72,907
+50
+0.1% +$5.47K 0.12% 113
2023
Q1 		$8.35M Buy
72,857
+870
+1% +$99K 0.13% 112
2022
Q4 		$8.32M Buy
71,987
+4,121
+6% +$482K 0.14% 108
2022
Q3 		$7.62M Sell
67,866
-350
-0.5% -$43.4K 0.13% 108
2022
Q2 		$7.77M Buy
68,216
+1,178
+2% +$148K 0.13% 113
2022
Q1 		$9.15M Sell
67,038
-818
-1% -$100K 0.13% 106
2021
Q4 		$9.26M Buy
67,856
+150
+0.2% +$18.5K 0.12% 109
2021
Q3 		$7.61M Sell
67,706
-2,997
-4% -$337K 0.11% 114
2021
Q2 		$7.59M Buy
70,703
+185
+0.3% +$18.6K 0.11% 117
2021
Q1 		$6.91M Buy
70,518
+855
+1% +$78.7K 0.11% 118
2020
Q4 		$6.49M Sell
69,663
-321
-0.5% -$28.5K 0.11% 112
2020
Q3 		$5.58M Sell
69,984
-1,500
-2% -$113K 0.1% 109
2020
Q2 		$5.42M Sell
71,484
-3,700
-5% -$256K 0.11% 103
2020
Q1 		$4.73M Buy
75,184
+1,483
+2% +$118K 0.12% 98
2019
Q4 		$6.27M Buy
73,701
+275
+0.4% +$23.2K 0.12% 106
2019
Q3 		$6.08M Buy
+73,426
New +$6.1M 0.12% 104

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

Williams Jones Wealth Management's PAYX Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Paychex (PAYX) stake by 28% in Q1 2026, selling an estimated $1.87M and leaving 48,305 shares worth $4.45M. The position accounts for 0.05% of the portfolio, ranked #140.

Williams Jones Wealth Management first reported a position in PAYX in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Williams Jones Wealth Management held 48,305 shares of Paychex worth $4.45M as of Q1 2026.
  • Williams Jones Wealth Management sold 18,920 Paychex shares in Q1 2026, an estimated $1.87M.
  • Paychex made up 0.05% of Williams Jones Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Williams Jones Wealth Management first reported a position in Paychex in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Paychex position peaked at $11.4M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.