Lloyd Advisory Services’s Paychex PAYX Stock Holding History

Lloyd Advisory Services’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	$12.7K	Sell	138 -1,177	-90%	-$116K	﹤0.01%	451
2025 Q4	$148K	Buy	+1,315	New	+$154K	0.06%	143
2021 Q4	–	Sell	-47	Closed	-$5K	–	450
2021 Q3	$5K	Buy	47 +1	+2%	+$112	﹤0.01%	314
2021 Q2	$5K	Hold	46	–	–	﹤0.01%	321
2021 Q1	$5K	Hold	46	–	–	﹤0.01%	294
2020 Q4	$4K	Sell	46 -22	-32%	-$1.95K	﹤0.01%	278
2020 Q3	$5K	Sell	68 -52	-43%	-$3.9K	﹤0.01%	236
2020 Q2	$9K	Buy	+120	New	+$8.32K	0.01%	184

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lloyd Advisory Services's PAYX Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Paychex (PAYX) stake by 90% in Q1 2026, selling an estimated $116K and leaving 138 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Lloyd Advisory Services first reported a position in PAYX in Q2 2020 and has held it in 8 quarters since. The position peaked at $148K in Q4 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Lloyd Advisory Services held 138 shares of Paychex worth $12.7K as of Q1 2026.
Lloyd Advisory Services sold 1,177 Paychex shares in Q1 2026, an estimated $116K.
Paychex made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #451 holding.
Lloyd Advisory Services first reported a position in Paychex in Q2 2020 and has held it in 8 quarters since.
Lloyd Advisory Services's Paychex position peaked at $148K in Q4 2025.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.