PAYX β€” PAYCHEX INC

Ownership history in L.M. KOHN & COMPANY  Β·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported PAYCHEX INC (PAYX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.33% in 2025 Q1. The latest visible filing shows PAYX at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAYX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in PAYCHEX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PAYX was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L.M. KOHN & COMPANY held PAYX β€” position size vs. price
% of Fund (quarterly)    PAYX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 8,165 -49 -0.6% 0.32% $1.2M 2025-08-04 $136.67
2025 Q1 ADDED 8,214 +18 +0.2% 0.33% $1.3M 2025-04-21 $135.61
2024 Q4 REDUCED 8,196 -165 -2.0% 0.30% $1.1M 2025-01-30 $142.07
2024 Q3 ADDED 8,361 +269 +3.3% 0.28% $1.1M 2024-11-14 $139.95
2024 Q2 ADDED 8,092 +77 +1.0% 0.26% $959K 2024-07-31 $121.07
2024 Q1 REDUCED 8,015 -195 -2.4% 0.28% $984K 2024-04-25 $114.41
2023 Q4 ADDED 8,210 +253 +3.2% 0.31% $978K 2024-02-09 $114.57
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and PAYX

These are the practical questions this page is built to answer before you even open the full history table.

How long has L.M. KOHN & COMPANY reported owning PAYX?

L.M. KOHN & COMPANY reported PAYX across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported PAYX position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for PAYX was 0.33% in 2025 Q1.

What is the latest reported PAYX position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 8,165 shares, equal to 0.32% of portfolio, with an estimated market value of $1.2M.

What does the chart on this PAYX ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly PAYX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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