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LVW Advisors’s Paychex PAYX Stock Holding History

LVW Advisors’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 		$1.56M Sell
15,834
-1,609
-9% -$152K 0.13% 94
2026
Q1 		$1.61M Sell
17,443
-1,006
-5% -$99.5K 0.15% 78
2025
Q4 		$2.07M Sell
18,449
-537
-3% -$62.9K 0.21% 61
2025
Q3 		$2.41M Sell
18,986
-680
-3% -$94.3K 0.25% 55
2025
Q2 		$2.86M Buy
19,666
+396
+2% +$59.6K 0.31% 42
2025
Q1 		$2.97M Buy
19,270
+396
+2% +$58.2K 0.36% 39
2024
Q4 		$2.65M Sell
18,874
-310
-2% -$44K 0.32% 52
2024
Q3 		$2.57M Sell
19,184
-492
-3% -$62.5K 0.33% 49
2024
Q2 		$2.33M Sell
19,676
-3,488
-15% -$426K 0.34% 45
2024
Q1 		$2.84M Buy
23,164
+17
+0.1% +$2.06K 0.48% 36
2023
Q4 		$2.76M Buy
23,147
+2,812
+14% +$333K 0.52% 37
2023
Q3 		$2.35M Buy
20,335
+4,586
+29% +$553K 0.48% 44
2023
Q2 		$1.76M Sell
15,749
-1,899
-11% -$208K 0.34% 66
2023
Q1 		$2.02M Sell
17,648
-1,307
-7% -$149K 0.4% 59
2022
Q4 		$2.19M Buy
18,955
+204
+1% +$23.9K 0.45% 61
2022
Q3 		$2.1M Buy
18,751
+348
+2% +$43.1K 0.47% 58
2022
Q2 		$2.1M Buy
18,403
+1,229
+7% +$154K 0.43% 62
2022
Q1 		$2.34M Sell
17,174
-97
-0.6% -$11.9K 0.4% 60
2021
Q4 		$2.36M Buy
17,271
+456
+3% +$56.4K 0.4% 56
2021
Q3 		$1.89M Buy
16,815
+113
+0.7% +$12.7K 0.33% 62
2021
Q2 		$1.79M Buy
16,702
+4
+0% +$402 0.32% 62
2021
Q1 		$1.64M Buy
16,698
+1,619
+11% +$149K 0.31% 62
2020
Q4 		$1.41M Buy
15,079
+1,802
+14% +$160K 0.28% 60
2020
Q3 		$1.06M Buy
13,277
+1,693
+15% +$127K 0.23% 69
2020
Q2 		$877K Buy
11,584
+37
+0.3% +$2.56K 0.21% 70
2020
Q1 		$727K Sell
11,547
-195
-2% -$15.6K 0.19% 72
2019
Q4 		$999K Buy
11,742
+683
+6% +$57.6K 0.23% 73
2019
Q3 		$915K Hold
11,059
– – 0.23% 72
2019
Q2 		$910K Sell
11,059
-5,519
-33% -$465K 0.25% 66
2019
Q1 		$1.33M Buy
16,578
+1,897
+13% +$140K 0.35% 58
2018
Q4 		$956K Sell
14,681
-9,750
-40% -$660K 0.32% 59
2018
Q3 		$1.8M Buy
24,431
+40
+0.2% +$2.88K 0.51% 45
2018
Q2 		$1.67M Buy
24,391
+485
+2% +$31.3K 0.53% 43
2018
Q1 		$1.47M Buy
23,906
+96
+0.4% +$6.34K 0.46% 47
2017
Q4 		$1.62M Buy
23,810
+834
+4% +$54.7K 0.47% 46
2017
Q3 		$1.38M Buy
22,976
+9,386
+69% +$536K 0.55% 39
2017
Q2 		$774K Sell
13,590
-256
-2% -$15K 0.27% 52
2017
Q1 		$816K Buy
13,846
+3,738
+37% +$227K 0.29% 51
2016
Q4 		$615K Hold
10,108
– – 0.21% 65
2016
Q3 		$585K Buy
10,108
+256
+3% +$15.3K 0.19% 68
2016
Q2 		$586K Sell
9,852
-12,059
-55% -$646K 0.22% 59
2016
Q1 		$1.18M Buy
21,911
+131
+0.6% +$6.6K 0.38% 45
2015
Q4 		$1.15M Buy
21,780
+43
+0.2% +$2.25K 0.45% 44
2015
Q3 		$1.03M Buy
21,737
+89
+0.4% +$4.15K 0.48% 48
2015
Q2 		$1.01M Sell
21,648
-1,063
-5% -$52K 0.43% 52
2015
Q1 		$1.13M Buy
22,711
+76
+0.3% +$3.69K 0.54% 44
2014
Q4 		$1.04M Buy
+22,635
New +$1.05M 0.58% 41

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LVW Advisors's PAYX Position: Q2 2026 in Review

LVW Advisors reduced its Paychex (PAYX) stake by 9.2% in Q2 2026, selling an estimated $152K and leaving 15,834 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #94.

LVW Advisors first reported a position in PAYX in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.97M in Q1 2025. 455 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • LVW Advisors held 15,834 shares of Paychex worth $1.56M as of Q2 2026.
  • LVW Advisors sold 1,609 Paychex shares in Q2 2026, an estimated $152K.
  • Paychex made up 0.13% of LVW Advisors's portfolio in Q2 2026, its #94 holding.
  • LVW Advisors first reported a position in Paychex in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Paychex position peaked at $2.97M in Q1 2025.
  • 455 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.