Heritage Trust’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Sell |
34,008
-5,210
| -13% | -$251K | 0.15% | 138 |
|
|
2025
Q4 | $2.29M | Sell |
39,218
-2,720
| -6% | -$177K | 0.23% | 98 |
|
|
2025
Q3 | $2.81M | Buy |
41,938
+982
| +2% | +$69.2K | 0.3% | 83 |
|
|
2025
Q2 | $3.04M | Buy |
40,956
+1,992
| +5% | +$136K | 0.35% | 75 |
|
|
2025
Q1 | $2.54M | Sell |
38,964
-1,368
| -3% | -$107K | 0.31% | 84 |
|
|
2024
Q4 | $3.44M | Buy |
+40,332
| New | +$3.39M | 0.41% | 69 |
|
|
2024
Q2 | $2.31M | Buy |
39,735
+944
| +2% | +$60K | 0.3% | 89 |
|
|
2024
Q1 | $2.6M | Buy |
38,791
+1,280
| +3% | +$78.6K | 0.35% | 83 |
|
|
2023
Q4 | $2.3M | Buy |
37,511
+2,707
| +8% | +$155K | 0.32% | 85 |
|
|
2023
Q3 | $2.03M | Buy |
34,804
+17,008
| +96% | +$1.11M | 0.32% | 86 |
|
|
2023
Q2 | $1.19M | Buy |
17,796
+543
| +3% | +$37K | 0.17% | 122 |
|
|
2023
Q1 | $1.31M | Sell |
17,253
-230
| -1% | -$17.7K | 0.21% | 108 |
|
|
2022
Q4 | $1.25M | Sell |
17,483
-4,085
| -19% | -$327K | 0.2% | 114 |
|
|
2022
Q3 | $1.86M | Buy |
21,568
+771
| +4% | +$68.4K | 0.32% | 87 |
|
|
2022
Q2 | $1.45M | Sell |
20,797
-4,193
| -17% | -$364K | 0.24% | 106 |
|
|
2022
Q1 | $2.89M | Sell |
24,990
-54
| -0.2% | -$7.19K | 0.41% | 69 |
|
|
2021
Q4 | $4.72M | Buy |
25,044
+11,755
| +88% | +$2.54M | 0.61% | 50 |
|
|
2021
Q3 | $3.46M | Sell |
13,289
-164
| -1% | -$46.5K | 0.49% | 62 |
|
|
2021
Q2 | $3.92M | Sell |
13,453
-65
| -0.5% | -$17.2K | 0.56% | 53 |
|
|
2021
Q1 | $3.28M | Sell |
13,518
-973
| -7% | -$246K | 0.5% | 57 |
|
|
2020
Q4 | $3.39M | Sell |
14,491
-1,235
| -8% | -$256K | 0.55% | 52 |
|
|
2020
Q3 | $3.1M | Sell |
15,726
-255
| -2% | -$48K | 0.58% | 51 |
|
|
2020
Q2 | $2.78M | Buy |
15,981
+12,991
| +434% | +$1.8M | 0.55% | 54 |
|
|
2020
Q1 | $286K | Buy |
2,990
+302
| +11% | +$33.3K | 0.07% | 153 |
|
|
2019
Q4 | $291K | Buy |
+2,688
| New | +$280K | 0.06% | 164 |
|
|
2019
Q1 | – | Sell |
-507
| Closed | -$43K | – | 358 |
|
|
2018
Q4 | $43K | Hold |
507
| – | – | 0.02% | 218 |
|
|
2018
Q3 | $44K | Hold |
507
| – | – | 0.02% | 215 |
|
|
2018
Q2 | $42K | Buy |
507
+120
| +31% | +$9.56K | 0.02% | 215 |
|
|
2018
Q1 | $30K | Hold |
387
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $29K | Sell |
387
-1,900
| -83% | -$137K | 0.01% | 217 |
|
|
2017
Q3 | $146K | Hold |
2,287
| – | – | 0.05% | 127 |
|
|
2017
Q2 | $122K | Hold |
2,287
| – | – | 0.05% | 135 |
|
|
2017
Q1 | $98K | Buy |
+2,287
| New | +$95.7K | 0.04% | 146 |
|
Other funds holding PYPL
VCM
CFM
VPM
Heritage Trust's PYPL Position: Q1 2026 in Review
Heritage Trust reduced its PayPal (PYPL) stake by 13% in Q1 2026, selling an estimated $251K and leaving 34,008 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #138.
Heritage Trust first reported a position in PYPL in Q1 2017 and has held it in 33 quarters since. The position peaked at $4.72M in Q4 2021. 1,494 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.
- Heritage Trust held 34,008 shares of PayPal worth $1.54M as of Q1 2026.
- Heritage Trust sold 5,210 PayPal shares in Q1 2026, an estimated $251K.
- PayPal made up 0.15% of Heritage Trust's portfolio in Q1 2026, its #138 holding.
- Heritage Trust first reported a position in PayPal in Q1 2017 and has held it in 33 quarters since.
- Heritage Trust's PayPal position peaked at $4.72M in Q4 2021.
- 1,494 funds tracked by Wall St. Rank held PayPal as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.