Lantz Financial’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.45M | Buy |
24,922
+617
| +3% | +$58.4K | 0.45% | 60 |
|
|
2026
Q1 | $2.24M | Buy |
24,305
+3,030
| +14% | +$300K | 0.46% | 58 |
|
|
2025
Q4 | $2.39M | Buy |
21,275
+1,881
| +10% | +$220K | 0.5% | 53 |
|
|
2025
Q3 | $2.46M | Buy |
19,394
+298
| +2% | +$41.3K | 0.54% | 45 |
|
|
2025
Q2 | $2.78M | Sell |
19,096
-1,071
| -5% | -$161K | 0.69% | 39 |
|
|
2025
Q1 | $3.11M | Sell |
20,167
-938
| -4% | -$138K | 0.85% | 26 |
|
|
2024
Q4 | $2.96M | Buy |
21,105
+85
| +0.4% | +$12.1K | 0.79% | 26 |
|
|
2024
Q3 | $2.82M | Buy |
21,020
+484
| +2% | +$61.5K | 0.76% | 32 |
|
|
2024
Q2 | $2.43M | Sell |
20,536
-654
| -3% | -$79.9K | 0.76% | 29 |
|
|
2024
Q1 | $2.6M | Buy |
21,190
+48
| +0.2% | +$5.83K | 0.84% | 23 |
|
|
2023
Q4 | $2.52M | Buy |
21,142
+1,294
| +7% | +$153K | 0.91% | 19 |
|
|
2023
Q3 | $2.29M | Buy |
19,848
+213
| +1% | +$25.7K | 0.91% | 23 |
|
|
2023
Q2 | $2.2M | Sell |
19,635
-9
| -0% | -$984 | 0.86% | 27 |
|
|
2023
Q1 | $2.25M | Sell |
19,644
-172
| -0.9% | -$19.6K | 0.94% | 23 |
|
|
2022
Q4 | $2.29M | Buy |
19,816
+66
| +0.3% | +$7.72K | 1.04% | 20 |
|
|
2022
Q3 | $2.22M | Sell |
19,750
-371
| -2% | -$46K | 1.15% | 18 |
|
|
2022
Q2 | $2.29M | Sell |
20,121
-105
| -0.5% | -$13.2K | 1.03% | 21 |
|
|
2022
Q1 | $2.76M | Sell |
20,226
-198
| -1% | -$24.3K | 1.12% | 17 |
|
|
2021
Q4 | $2.79M | Buy |
20,424
+84
| +0.4% | +$10.4K | 1.28% | 12 |
|
|
2021
Q3 | $2.29M | Sell |
20,340
-109
| -0.5% | -$12.2K | 1.17% | 15 |
|
|
2021
Q2 | $2.19M | Sell |
20,449
-196
| -0.9% | -$19.7K | 1.13% | 15 |
|
|
2021
Q1 | $2.02M | Sell |
20,645
-106
| -0.5% | -$9.76K | 1.15% | 17 |
|
|
2020
Q4 | $1.93M | Sell |
20,751
-376
| -2% | -$33.4K | 1.21% | 17 |
|
|
2020
Q3 | $1.69M | Buy |
21,127
+72
| +0.3% | +$5.41K | 1.13% | 22 |
|
|
2020
Q2 | $1.59M | Sell |
21,055
-558
| -3% | -$38.7K | 1.15% | 19 |
|
|
2020
Q1 | $1.36M | Sell |
21,613
-950
| -4% | -$75.9K | 1.07% | 24 |
|
|
2019
Q4 | $1.92M | Buy |
22,563
+15
| +0.1% | +$1.26K | 1.14% | 18 |
|
|
2019
Q3 | $1.88M | Buy |
22,548
+110
| +0.5% | +$9.14K | 1.27% | 12 |
|
|
2019
Q2 | $1.88M | Sell |
22,438
-358
| -2% | -$30.2K | 1.27% | 13 |
|
|
2019
Q1 | $1.83M | Buy |
+22,796
| New | +$1.68M | 1.33% | 12 |
|
Other funds holding PAYX
Lantz Financial's PAYX Position: Q2 2026 in Review
Lantz Financial increased its Paychex (PAYX) stake by 2.5% in Q2 2026, buying an estimated $58.4K and bringing the position to 24,922 shares worth $2.45M. The position accounts for 0.45% of the portfolio, ranked #60.
Lantz Financial first reported a position in PAYX in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.11M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Lantz Financial held 24,922 shares of Paychex worth $2.45M as of Q2 2026.
- Lantz Financial bought 617 Paychex shares in Q2 2026, an estimated $58.4K.
- Paychex made up 0.45% of Lantz Financial's portfolio in Q2 2026, its #60 holding.
- Lantz Financial first reported a position in Paychex in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Paychex position peaked at $3.11M in Q1 2025.
- 1,534 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.