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 Q2	$215K	Buy	2,190 +2,052	+1,487%	+$194K	0.08%	109
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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Lloyd Advisory Services's PAYX Position: Q2 2026 in Review

Lloyd Advisory Services increased its Paychex (PAYX) stake by 1,487% in Q2 2026, buying an estimated $194K and bringing the position to 2,190 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #109.

Lloyd Advisory Services first reported a position in PAYX in Q2 2020 and has held it in 9 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Lloyd Advisory Services held 2,190 shares of Paychex worth $215K as of Q2 2026.
Lloyd Advisory Services bought 2,052 Paychex shares in Q2 2026, an estimated $194K.
Paychex made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #109 holding.
Lloyd Advisory Services first reported a position in Paychex in Q2 2020 and has held it in 9 quarters since.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.