LMCG Investments’s Paychex PAYX Stock Holding History

LMCG Investments’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	-1,750	Closed	-$222K	–	226
2025 Q3	$222K	Hold	1,750	–	–	0.01%	214
2025 Q2	$255K	Hold	1,750	–	–	0.02%	216
2025 Q1	$270K	Hold	1,750	–	–	0.02%	213
2024 Q4	$245K	Hold	1,750	–	–	0.02%	217
2024 Q3	$235K	Hold	1,750	–	–	0.01%	213
2024 Q2	$207K	Hold	1,750	–	–	0.01%	280
2024 Q1	$215K	Hold	1,750	–	–	0.01%	287
2023 Q4	$208K	Hold	1,750	–	–	0.01%	293
2023 Q3	$202K	Buy	+1,750	New	+$211K	0.01%	289
2023 Q2	–	Sell	-1,750	Closed	-$201K	–	299
2023 Q1	$201K	Hold	1,750	–	–	0.01%	295
2022 Q4	$202K	Buy	+1,750	New	+$205K	0.01%	298
2022 Q2	–	Sell	-1,750	Closed	-$239K	–	321
2022 Q1	$239K	Buy	+1,750	New	+$215K	0.01%	315
2015 Q3	$2.5M	Hold	52,375	–	–	0.05%	354
2015 Q2	$2.46M	Hold	52,375	–	–	0.05%	343
2015 Q1	$2.6M	Sell	52,375 -75	-0.1%	-$3.64K	0.05%	352
2014 Q4	$2.42M	Buy	52,450 +150	+0.3%	+$6.93K	0.05%	329
2014 Q3	$2.31M	Sell	52,300 -67	-0.1%	-$2.82K	0.05%	331
2014 Q2	$2.18M	Buy	52,367 +67	+0.1%	+$2.75K	0.05%	343
2014 Q1	$2.23M	Hold	52,300	–	–	0.05%	323
2013 Q4	$2.38M	Hold	52,300	–	–	0.05%	314
2013 Q3	$2.13M	Hold	52,300	–	–	0.05%	315
2013 Q2	$1.91M	Buy	+52,300	New	+$1.93M	0.05%	314

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMCG Investments's PAYX Position: Q4 2025 in Review

LMCG Investments sold out of Paychex (PAYX) in Q4 2025, closing a stake of 1,750 shares — an estimated $222K sold.

LMCG Investments first reported a position in PAYX in Q2 2013 and held it in 22 quarters. The position peaked at $2.6M in Q1 2015. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

LMCG Investments reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
LMCG Investments sold 1,750 Paychex shares in Q4 2025, an estimated $222K.
LMCG Investments first reported a position in Paychex in Q2 2013 and held it in 22 quarters.
LMCG Investments's Paychex position peaked at $2.6M in Q1 2015.
1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on LMCG Investments's 13F filing for Q4 2025, filed 3 Feb 2026.