LPL Financial’s Paychex PAYX Stock Holding History

LPL Financial’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	$562K	Hold	6,100	–	–	﹤0.01%	4654
2025 Q4	$684K	Buy	+6,100	New	+$714K	﹤0.01%	4428

Other funds holding PAYX

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's PAYX Position: Q1 2026 in Review

LPL Financial increased its Paychex (PAYX) stake by 42% in Q1 2026, buying an estimated $42.4M and bringing the position to 1,451,615 shares worth $134M. The position accounts for 0.04% of the portfolio, ranked #471.

LPL Financial first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

LPL Financial held 1,451,615 shares of Paychex worth $134M as of Q1 2026.
LPL Financial bought 428,534 Paychex shares in Q1 2026, an estimated $42.4M.
Paychex made up 0.04% of LPL Financial's portfolio in Q1 2026, its #471 holding.
LPL Financial first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.