Fulcrum Wealth Advisors’s PayPal PYPL Stock Holding History

Fulcrum Wealth Advisors’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	-3,695	Closed	-$216K	–	75
2025 Q4	$216K	Buy	+3,695	New	+$240K	0.18%	63

Other funds holding PYPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fulcrum Wealth Advisors's PYPL Position: Q1 2026 in Review

Fulcrum Wealth Advisors sold out of PayPal (PYPL) in Q1 2026, closing a stake of 3,695 shares — an estimated $216K sold.

Fulcrum Wealth Advisors first reported a position in PYPL in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Fulcrum Wealth Advisors reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
Fulcrum Wealth Advisors sold 3,695 PayPal shares in Q1 2026, an estimated $216K.
Fulcrum Wealth Advisors first reported a position in PayPal in Q4 2025 and held it in 1 quarter.
Fulcrum Wealth Advisors's PayPal position peaked at $216K in Q4 2025.
1,501 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.