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Lantz Financial’s Paychex PAYX Stock Holding History

Lantz Financial’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 		$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

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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. 445 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.
  • 445 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.