Lodestone Wealth Management’s PayPal PYPL Stock Holding History

Lodestone 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	$90.4K	Sell	2,092 -111	-5%	-$5.05K	0.03%	247
2026 Q1	$99.6K	Sell	2,203 -203	-8%	-$9.8K	0.04%	220
2025 Q4	$140K	Buy	+2,406	New	+$156K	0.06%	196
2025 Q1	–	Sell	-2,636	Closed	-$225K	–	158
2024 Q4	$225K	Sell	2,636 -100	-4%	-$8.41K	0.11%	139
2024 Q3	$213K	Buy	+2,736	New	+$183K	0.11%	143
2023 Q3	–	Sell	-3,297	Closed	-$220K	–	134
2023 Q2	$220K	Sell	3,297 -45	-1%	-$3.07K	0.15%	126
2023 Q1	$254K	Sell	3,342 -100	-3%	-$7.7K	0.2%	115
2022 Q4	$245K	Buy	+3,442	New	+$275K	0.2%	109

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Lodestone Wealth Management's PYPL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its PayPal (PYPL) stake by 5% in Q2 2026, selling an estimated $5.05K and leaving 2,092 shares worth $90.4K. The position accounts for 0.03% of the portfolio, ranked #247.

Lodestone Wealth Management first reported a position in PYPL in Q4 2022 and has held it in 8 quarters since. The position peaked at $254K in Q1 2023. 1,380 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

Lodestone Wealth Management held 2,092 shares of PayPal worth $90.4K as of Q2 2026.
Lodestone Wealth Management sold 111 PayPal shares in Q2 2026, an estimated $5.05K.
PayPal made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #247 holding.
Lodestone Wealth Management first reported a position in PayPal in Q4 2022 and has held it in 8 quarters since.
Lodestone Wealth Management's PayPal position peaked at $254K in Q1 2023.
1,380 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.