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Baker Tilly Wealth Management’s PayPal PYPL Stock Holding History

Baker Tilly Wealth Management’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,097
Closed -$298K – 305
2025
Q4 		$298K Buy
5,097
+18
+0.4% +$1.17K 0.07% 222
2025
Q3 		$341K Sell
5,079
-77
-1% -$5.43K 0.08% 196
2025
Q2 		$383K Sell
5,156
-144
-3% -$9.86K 0.14% 157
2025
Q1 		$346K Buy
5,300
+364
+7% +$28.4K 0.14% 165
2024
Q4 		$421K Buy
4,936
+303
+7% +$25.5K 0.17% 140
2024
Q3 		$362K Buy
4,633
+706
+18% +$47.2K 0.16% 151
2024
Q2 		$228K Sell
3,927
-1,774
-31% -$113K 0.09% 242
2024
Q1 		$382K Sell
5,701
-28,351
-83% -$1.74M 0.07% 310
2023
Q4 		$2.09M Sell
34,052
-5,048
-13% -$289K 0.34% 64
2023
Q3 		$2.29M Sell
39,100
-25,944
-40% -$1.69M 0.38% 56
2023
Q2 		$4.34M Buy
65,044
+21,754
+50% +$1.48M 0.46% 47
2023
Q1 		$3.29M Sell
43,290
-1,262
-3% -$97.2K 0.37% 62
2022
Q4 		$3.17M Buy
44,552
+3,116
+8% +$249K 0.39% 67
2022
Q3 		$3.57M Sell
41,436
-2,875
-6% -$255K 0.49% 46
2022
Q2 		$3.1M Buy
44,311
+308
+0.7% +$26.7K 0.41% 59
2022
Q1 		$5.09M Buy
44,003
+25,486
+138% +$3.39M 0.56% 36
2021
Q4 		$3.49M Sell
18,517
-373
-2% -$80.7K 0.37% 54
2021
Q3 		$4.92M Buy
18,890
+3,571
+23% +$1.01M 0.65% 25
2021
Q2 		$4.46M Buy
15,319
+959
+7% +$253K 0.72% 21
2021
Q1 		$3.49M Buy
14,360
+2,047
+17% +$517K 0.71% 24
2020
Q4 		$2.88M Buy
+12,313
New +$2.55M 0.89% 21

Other funds holding PYPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Tilly Wealth Management's PYPL Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of PayPal (PYPL) in Q1 2026, closing a stake of 5,097 shares — an estimated $298K sold.

Baker Tilly Wealth Management first reported a position in PYPL in Q4 2020 and held it in 21 quarters. The position peaked at $5.09M in Q1 2022. 1,492 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Baker Tilly Wealth Management reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,097 PayPal shares in Q1 2026, an estimated $298K.
  • Baker Tilly Wealth Management first reported a position in PayPal in Q4 2020 and held it in 21 quarters.
  • Baker Tilly Wealth Management's PayPal position peaked at $5.09M in Q1 2022.
  • 1,492 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.