LAM
PAYX icon

Lummis Asset Management’s Paychex PAYX Stock Holding History

Lummis Asset 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
2025
Q3 		– Sell
-22
Closed -$3.2K – 165
2025
Q2 		$3.2K Hold
22
– – ﹤0.01% 137
2025
Q1 		$3.39K Hold
22
– – ﹤0.01% 139
2024
Q4 		$3.08K Hold
22
– – ﹤0.01% 117
2024
Q3 		$2.95K Hold
22
– – ﹤0.01% 121
2024
Q2 		$2.61K Hold
22
– – ﹤0.01% 125
2024
Q1 		$2.7K Hold
22
– – ﹤0.01% 129
2023
Q4 		$2.62K Buy
+22
New +$2.61K ﹤0.01% 149

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lummis Asset Management's PAYX Position: Q3 2025 in Review

Lummis Asset Management sold out of Paychex (PAYX) in Q3 2025, closing a stake of 22 shares — an estimated $3.2K sold.

Lummis Asset Management first reported a position in PAYX in Q4 2023 and held it in 7 quarters. The position peaked at $3.39K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Lummis Asset Management reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Lummis Asset Management sold 22 Paychex shares in Q3 2025, an estimated $3.2K.
  • Lummis Asset Management first reported a position in Paychex in Q4 2023 and held it in 7 quarters.
  • Lummis Asset Management's Paychex position peaked at $3.39K in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Lummis Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.