IFWM
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Institute for Wealth Management’s PayPal PYPL Stock Holding History

Institute for 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
Q2 		$1.42M Sell
32,890
-1,836
-5% -$83.5K 0.13% 162
2026
Q1 		$1.57M Sell
34,726
-1,780
-5% -$85.9K 0.17% 135
2025
Q4 		$2.13M Sell
36,506
-440
-1% -$28.6K 0.23% 93
2025
Q3 		$2.48M Sell
36,946
-1,503
-4% -$106K 0.26% 78
2025
Q2 		$2.86M Sell
38,449
-70
-0.2% -$4.79K 0.32% 62
2025
Q1 		$2.51M Sell
38,519
-257
-0.7% -$20K 0.32% 67
2024
Q4 		$3.31M Sell
38,776
-1,370
-3% -$115K 0.41% 47
2024
Q3 		$3.13M Sell
40,146
-785
-2% -$52.5K 0.4% 48
2024
Q2 		$2.38M Buy
40,931
+600
+1% +$38.2K 0.32% 66
2024
Q1 		$2.7M Buy
40,331
+2,001
+5% +$123K 0.35% 54
2023
Q4 		$2.35M Buy
38,330
+1,722
+5% +$98.6K 0.38% 55
2023
Q3 		$2.14M Sell
36,608
-226
-0.6% -$14.7K 0.39% 57
2023
Q2 		$2.46M Sell
36,834
-198
-0.5% -$13.5K 0.41% 51
2023
Q1 		$2.81M Sell
37,032
-1,219
-3% -$93.9K 0.54% 37
2022
Q4 		$2.72M Sell
38,251
-1,812
-5% -$145K 0.57% 35
2022
Q3 		$3.45M Sell
40,063
-41
-0.1% -$3.64K 0.77% 17
2022
Q2 		$2.8M Buy
40,104
+66
+0.2% +$5.73K 0.55% 36
2022
Q1 		$4.63M Buy
40,038
+2,250
+6% +$299K 0.75% 17
2021
Q4 		$7.13M Buy
37,788
+295
+0.8% +$63.8K 1.16% 11
2021
Q3 		$9.76M Sell
37,493
-286
-0.8% -$81.1K 1.71% 7
2021
Q2 		$11M Sell
37,779
-22
-0.1% -$5.81K 1.93% 6
2021
Q1 		$9.18M Sell
37,801
-757
-2% -$191K 1.75% 6
2020
Q4 		$9.03M Buy
38,558
+65
+0.2% +$13.5K 1.8% 6
2020
Q3 		$7.58M Buy
38,493
+99
+0.3% +$18.6K 1.73% 7
2020
Q2 		$6.69M Sell
38,394
-317
-0.8% -$43.8K 1.64% 6
2020
Q1 		$3.71M Sell
38,711
-5,184
-12% -$572K 1.14% 11
2019
Q4 		$4.75M Sell
43,895
-101
-0.2% -$10.5K 1.07% 13
2019
Q3 		$4.56M Sell
43,996
-1,263
-3% -$139K 1.15% 11
2019
Q2 		$5.18M Sell
45,259
-2,089
-4% -$232K 1.15% 11
2019
Q1 		$4.92M Sell
47,348
-1,317
-3% -$125K 1.07% 12
2018
Q4 		$4.09M Buy
48,665
+112
+0.2% +$9.33K 1.68% 6
2018
Q3 		$4.36M Buy
48,553
+645
+1% +$56.8K 1.47% 12
2018
Q2 		$3.98M Sell
47,908
-552
-1% -$44K 1.27% 13
2018
Q1 		$3.61M Buy
48,460
+3,892
+9% +$309K 1.06% 13
2017
Q4 		$3.28M Buy
44,568
+260
+0.6% +$18.8K 0.76% 20
2017
Q3 		$2.84M Sell
44,308
-226
-0.5% -$13.5K 0.92% 21
2017
Q2 		$2.38M Buy
+44,534
New +$2.19M 0.66% 26

Other funds holding PYPL

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Institute for Wealth Management's PYPL Position: Q2 2026 in Review

Institute for Wealth Management reduced its PayPal (PYPL) stake by 5.3% in Q2 2026, selling an estimated $83.5K and leaving 32,890 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #162.

Institute for Wealth Management first reported a position in PYPL in Q2 2017 and has held it in 37 quarters since. The position peaked at $11M in Q2 2021. 537 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

  • Institute for Wealth Management held 32,890 shares of PayPal worth $1.42M as of Q2 2026.
  • Institute for Wealth Management sold 1,836 PayPal shares in Q2 2026, an estimated $83.5K.
  • PayPal made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Institute for Wealth Management first reported a position in PayPal in Q2 2017 and has held it in 37 quarters since.
  • Institute for Wealth Management's PayPal position peaked at $11M in Q2 2021.
  • 537 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.