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Lodestone Wealth Management’s Paychex PAYX Stock Holding History

Lodestone Wealth Management’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 		$4.03K Hold
41
– – ﹤0.01% 619
2026
Q1 		$3.78K Hold
41
– – ﹤0.01% 616
2025
Q4 		$4.6K Buy
+41
New +$4.8K ﹤0.01% 596

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 $3.37T AUM 44.26% 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

Lodestone Wealth Management's PAYX Position: Q2 2026 in Review

Lodestone Wealth Management held its Paychex (PAYX) position steady in Q2 2026 at 41 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Lodestone Wealth Management first reported a position in PAYX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.6K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Lodestone Wealth Management held 41 shares of Paychex worth $4.03K as of Q2 2026.
  • Lodestone Wealth Management left its Paychex share count unchanged in Q2 2026.
  • Paychex made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Lodestone Wealth Management first reported a position in Paychex in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Paychex position peaked at $4.6K in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.