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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
Q2 		$1.37M Buy
13,886
+598
+5% +$56.6K 0.22% 97
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

LMG Wealth Partners's PAYX Position: Q2 2026 in Review

LMG Wealth Partners increased its Paychex (PAYX) stake by 4.5% in Q2 2026, buying an estimated $56.6K and bringing the position to 13,886 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #97.

LMG Wealth Partners first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • LMG Wealth Partners held 13,886 shares of Paychex worth $1.37M as of Q2 2026.
  • LMG Wealth Partners bought 598 Paychex shares in Q2 2026, an estimated $56.6K.
  • Paychex made up 0.22% of LMG Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • LMG Wealth Partners first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Paychex position peaked at $1.93M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.