CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PAYX holding history

Paychex Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PAYX overview All 13F holders of PAYX Full Q2 2026 holdings

Shares (Q2 2026): 85,422
Value: $8.40M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PAYX by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,422	$8.40M	0.3%	+8,532+11.1%	Added	Holders
Q1 2026	76,890	$7.08M	0.4%	+15,047+24.3%	Added	Holders
Q4 2025	61,843	$6.94M	0.6%	+23,959+63.2%	Added	Holders
Q3 2025	37,884	$4.80M	0.5%	−170−0.4%	Reduced	Holders
Q2 2025	38,054	$5.54M	0.6%	+4,784+14.4%	Added	Holders
Q1 2025	33,270	$5.13M	0.6%	−125−0.4%	Reduced	Holders
Q4 2024	33,395	$4.68M	0.5%	−838−2.4%	Reduced	Holders
Q3 2024	34,233	$4.59M	0.5%	−10,205−23.0%	Reduced	Holders
Q2 2024	44,438	$5.27M	0.6%	−7,404−14.3%	Reduced	Holders
Q1 2024	51,842	$6.37M	0.7%	+2,388+4.8%	Added	Holders
Q4 2023	49,454	$5.89M	0.6%	+5,098+11.5%	Added	Holders
Q3 2023	44,356	$5.12M	0.7%	−8,268−15.7%	Reduced	Holders
Q2 2023	52,624	$5.89M	0.7%	+6,889+15.1%	Added	Holders
Q1 2023	45,735	$5.24M	0.7%	+5,014+12.3%	Added	Holders
Q4 2022	40,721	$4.71M	0.6%	+578+1.4%	Added	Holders
Q3 2022	40,143	$4.50M	0.6%	−1,703−4.1%	Reduced	Holders
Q2 2022	41,846	$4.76M	0.6%	+1,647+4.1%	Added	Holders
Q1 2022	40,199	$5.49M	0.6%	−5,236−11.5%	Reduced	Holders
Q4 2021	45,435	$6.20M	0.7%	+1,876+4.3%	Added	Holders
Q3 2021	43,559	$4.90M	0.6%	+13,841+46.6%	Added	Holders
Q2 2021	29,718	$3.19M	0.4%	+1,996+7.2%	Added	Holders
Q1 2021	27,722	$2.72M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.