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Paychex shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 1.6k 126.76
2025-06-30 $269k 1.9k 145.46
2025-03-31 $293k 1.9k 154.28
2024-12-31 $267k 1.9k 140.22
2024-09-30 $285k 2.1k 134.19
2024-06-30 $236k 2.0k 118.56

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Paychex

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Bank of New York Mellon
Northern Trust
Select Equity
Invesco
UBS Group
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Paychex