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 Q2	–	Sell	-6,100	Closed	-$562K	–	6320
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 $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

LPL Financial's PAYX Position: Q2 2026 in Review

LPL Financial increased its Paychex (PAYX) stake by 3.6% in Q2 2026, buying an estimated $4.91M and bringing the position to 1,503,466 shares worth $148M. The position accounts for 0.03% of the portfolio, ranked #495.

LPL Financial first reported a position in PAYX in Q2 2013 and has held it in 53 quarters since. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

LPL Financial held 1,503,466 shares of Paychex worth $148M as of Q2 2026.
LPL Financial bought 51,851 Paychex shares in Q2 2026, an estimated $4.91M.
Paychex made up 0.03% of LPL Financial's portfolio in Q2 2026, its #495 holding.
LPL Financial first reported a position in Paychex in Q2 2013 and has held it in 53 quarters since.
1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.