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LMG Wealth Partners’s Paychex PAYX Stock Holding History

LMG Wealth Partners’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 		$1.22M Buy
13,288
+1,912
+17% +$189K 0.22% 90
2025
Q4 		$1.28M Sell
11,376
-2,173
-16% -$254K 0.24% 88
2025
Q3 		$1.72M Buy
13,549
+366
+3% +$50.8K 0.32% 81
2025
Q2 		$1.92M Buy
13,183
+667
+5% +$100K 0.39% 71
2025
Q1 		$1.93M Buy
12,516
+7
+0.1% +$1.03K 0.43% 65
2024
Q4 		$1.75M Buy
12,509
+51
+0.4% +$7.24K 0.38% 69
2024
Q3 		$1.67M Buy
12,458
+517
+4% +$65.6K 0.38% 61
2024
Q2 		$1.42M Buy
11,941
+1,217
+11% +$149K 0.35% 68
2024
Q1 		$1.32M Buy
10,724
+1,453
+16% +$176K 0.33% 66
2023
Q4 		$1.1M Buy
9,271
+582
+7% +$69K 0.31% 63
2023
Q3 		$1M Buy
8,689
+742
+9% +$89.4K 0.31% 64
2023
Q2 		$889K Buy
7,947
+532
+7% +$58.2K 0.27% 63
2023
Q1 		$850K Buy
7,415
+700
+10% +$79.6K 0.27% 67
2022
Q4 		$795K Buy
+6,715
New +$786K 0.26% 66

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMG Wealth Partners's PAYX Position: Q1 2026 in Review

LMG Wealth Partners increased its Paychex (PAYX) stake by 17% in Q1 2026, buying an estimated $189K and bringing the position to 13,288 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #90.

LMG Wealth Partners first reported a position in PAYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • LMG Wealth Partners held 13,288 shares of Paychex worth $1.22M as of Q1 2026.
  • LMG Wealth Partners bought 1,912 Paychex shares in Q1 2026, an estimated $189K.
  • Paychex made up 0.22% of LMG Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • LMG Wealth Partners first reported a position in Paychex in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Paychex position peaked at $1.93M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.