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Lantern Wealth Advisors’s Paychex PAYX Stock Holding History

Lantern Wealth 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
2025
Q4 		– Sell
-17,282
Closed -$21.8K – 171
2025
Q3 		$21.8K Hold
17,282
– – 0.01% 157
2025
Q2 		$22.4K Buy
+17,282
New +$2.6M 0.01% 148
2024
Q2 		– Sell
-6,884
Closed -$845K – 139
2024
Q1 		$845K Buy
+6,884
New +$835K 0.59% 50

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lantern Wealth Advisors's PAYX Position: Q4 2025 in Review

Lantern Wealth Advisors sold out of Paychex (PAYX) in Q4 2025, closing a stake of 17,282 shares — an estimated $21.8K sold.

Lantern Wealth Advisors first reported a position in PAYX in Q1 2024 and held it in 3 quarters. The position peaked at $845K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Lantern Wealth Advisors reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 17,282 Paychex shares in Q4 2025, an estimated $21.8K.
  • Lantern Wealth Advisors first reported a position in Paychex in Q1 2024 and held it in 3 quarters.
  • Lantern Wealth Advisors's Paychex position peaked at $845K in Q1 2024.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Lantern Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.