Position in PAYX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,365,410
+$141,320 QoQ
Shares Held
13,886
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#581
of 1,525 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LMG Wealth Partners, LLC holds $5,793,797 across 2 Software - Application names. PAYX ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,774 | $4,428,387 | |
| 2 | PAYX |
Paychex Inc
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|
13,886 | $1,365,410 |
All Filings in PAYX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,410 | 13,886 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,224,090 | 13,288 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,276,159 | 11,376 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,717,471 | 13,549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,917,599 | 13,183 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,930,968 | 12,516 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,754,011 | 12,509 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,671,739 | 12,458 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,415,724 | 11,941 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,316,907 | 10,724 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,104,268 | 9,271 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,002,102 | 8,689 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $889,030 | 7,947 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $849,684 | 7,415 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $775,985 | 6,715 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||