Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PayPal PYPL Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.02M Buy
177,245
+41,002
+30% +$1.98M 0.02% 634
2025
Q4 		$7.95M Buy
136,243
+50,220
+58% +$3.26M 0.02% 597
2025
Q3 		$5.77M Buy
86,023
+20,643
+32% +$1.46M 0.02% 657
2025
Q2 		$4.86M Sell
65,380
-63,973
-49% -$4.38M 0.02% 595
2025
Q1 		$8.44M Sell
129,353
-9,759
-7% -$760K 0.03% 387
2024
Q4 		$11.9M Buy
139,112
+15,547
+13% +$1.31M 0.05% 291
2024
Q3 		$9.64M Buy
123,565
+11,321
+10% +$757K 0.04% 318
2024
Q2 		$6.51M Buy
112,244
+3,234
+3% +$206K 0.03% 370
2024
Q1 		$7.3M Sell
109,010
-396
-0.4% -$24.3K 0.04% 347
2023
Q4 		$6.72M Buy
109,406
+45,524
+71% +$2.61M 0.04% 345
2023
Q3 		$3.73M Buy
63,882
+6,142
+11% +$400K 0.02% 418
2023
Q2 		$3.85M Buy
57,740
+35,469
+159% +$2.42M 0.02% 394
2023
Q1 		$1.69M Buy
22,271
+5,945
+36% +$458K 0.01% 512
2022
Q4 		$1.16M Sell
16,326
-4,495
-22% -$360K 0.01% 573
2022
Q3 		$1.79M Buy
20,821
+4,287
+26% +$380K 0.01% 434
2022
Q2 		$1.16M Buy
16,534
+2,045
+14% +$177K 0.01% 532
2022
Q1 		$1.68M Buy
14,489
+902
+7% +$120K 0.01% 435
2021
Q4 		$2.56M Buy
+13,587
New +$2.94M 0.02% 385
2021
Q2 		$2.58M Hold
8,848
– – 0.02% 372
2021
Q1 		$2.58M Hold
8,848
– – 0.02% 372
2020
Q4 		$2.58M Hold
8,848
– – 0.02% 372
2020
Q3 		$2.58M Hold
8,848
– – 0.02% 372
2020
Q2 		$2.58M Hold
8,848
– – 0.02% 372
2020
Q1 		$2.58M Hold
8,848
– – 0.02% 372
2019
Q4 		$2.58M Hold
8,848
– – 0.02% 372
2019
Q3 		$2.58M Hold
8,848
– – 0.02% 372
2019
Q2 		$2.58M Hold
8,848
– – 0.02% 372
2019
Q1 		$2.58M Buy
8,848
+8,577
+3,165% +$812K 0.02% 372
2018
Q4 		$23K Sell
271
-186
-41% -$15.5K ﹤0.01% 1097
2018
Q3 		$40K Buy
457
+232
+103% +$20.4K ﹤0.01% 789
2018
Q2 		$19K Buy
225
+114
+103% +$9.09K ﹤0.01% 849
2018
Q1 		$8K Sell
111
-100
-47% -$7.93K ﹤0.01% 901
2017
Q4 		$16K Sell
211
-43
-17% -$3.11K ﹤0.01% 751
2017
Q3 		$16K Sell
254
-20
-7% -$1.2K ﹤0.01% 770
2017
Q2 		$15K Sell
274
-82
-23% -$4.03K ﹤0.01% 697
2017
Q1 		$15K Sell
356
-47
-12% -$1.97K ﹤0.01% 669
2016
Q4 		$16K Sell
403
-9
-2% -$362 ﹤0.01% 636
2016
Q3 		$17K Buy
412
+276
+203% +$10.6K ﹤0.01% 577
2016
Q2 		$5K Buy
136
+13
+11% +$497 ﹤0.01% 634
2016
Q1 		$5K Buy
123
+24
+24% +$867 ﹤0.01% 600
2015
Q4 		$4K Sell
99
-73
-42% -$2.58K ﹤0.01% 555
2015
Q3 		$5K Buy
+172
New +$6.16K ﹤0.01% 504

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

Carson Wealth (CWM LLC)'s PYPL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PayPal (PYPL) stake by 30% in Q1 2026, buying an estimated $1.98M and bringing the position to 177,245 shares worth $8.02M. The position accounts for 0.02% of the portfolio, ranked #634.

Carson Wealth (CWM LLC) first reported a position in PYPL in Q3 2015 and has held it in 42 quarters since. The position peaked at $11.9M in Q4 2024. 1,494 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 177,245 shares of PayPal worth $8.02M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 41,002 PayPal shares in Q1 2026, an estimated $1.98M.
  • PayPal made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #634 holding.
  • Carson Wealth (CWM LLC) first reported a position in PayPal in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s PayPal position peaked at $11.9M in Q4 2024.
  • 1,494 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.