Mark Sheptoff Financial Planning’s PayPal PYPL Stock Holding History

Mark Sheptoff Financial Planning’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	$282K	Sell	6,063 -1,000	-14%	-$48.3K	0.15%	85
2025 Q4	$412K	Sell	7,063 -30	-0.4%	-$1.95K	0.2%	68
2025 Q3	$476K	Sell	7,093 -68	-0.9%	-$4.79K	0.23%	60
2025 Q2	$532K	Buy	7,161 +39	+0.5%	+$2.67K	0.28%	54
2025 Q1	$465K	Sell	7,122 -300	-4%	-$23.4K	0.26%	58
2024 Q4	$633K	Sell	7,422 -210	-3%	-$17.7K	0.34%	50
2024 Q3	$596K	Hold	7,632	–	–	0.32%	51
2024 Q2	$443K	Sell	7,632 -200	-3%	-$12.7K	0.25%	58
2024 Q1	$525K	Hold	7,832	–	–	0.29%	54
2023 Q4	$481K	Sell	7,832 -535	-6%	-$30.6K	0.29%	51
2023 Q3	$489K	Sell	8,367 -150	-2%	-$9.77K	0.31%	49
2023 Q2	$568K	Hold	8,517	–	–	0.32%	50
2023 Q1	$647K	Sell	8,517 -500	-6%	-$38.5K	0.38%	47
2022 Q4	$642K	Sell	9,017 -800	-8%	-$64K	0.38%	46
2022 Q3	$845K	Sell	9,817 -925	-9%	-$82K	0.51%	42
2022 Q2	$750K	Sell	10,742 -2,805	-21%	-$243K	0.43%	43
2022 Q1	$1.57M	Sell	13,547 -155	-1%	-$20.6K	0.79%	26
2021 Q4	$2.58M	Sell	13,702 -15	-0.1%	-$3.25K	1.23%	17
2021 Q3	$3.57M	Sell	13,717 -600	-4%	-$170K	1.96%	11
2021 Q2	$4.17M	Buy	14,317 +205	+1%	+$54.1K	2.24%	11
2021 Q1	$3.43M	Sell	14,112 -75	-0.5%	-$18.9K	1.97%	11
2020 Q4	$3.32M	Buy	14,187 +200	+1%	+$41.4K	1.89%	11
2020 Q3	$2.76M	Buy	13,987 +400	+3%	+$75.3K	1.7%	13
2020 Q2	$2.37M	Sell	13,587 -168	-1%	-$23.2K	1.54%	17
2020 Q1	$1.32M	Sell	13,755 -100	-0.7%	-$11K	1%	25
2019 Q4	$1.5M	Hold	13,855	–	–	0.94%	27
2019 Q3	$1.44M	Buy	13,855 +105	+0.8%	+$11.6K	0.97%	27
2019 Q2	$1.57M	Sell	13,750 -100	-0.7%	-$11.1K	1.07%	25
2019 Q1	$1.44M	Hold	13,850	–	–	1.04%	24
2018 Q4	$1.17M	Hold	13,850	–	–	0.97%	29
2018 Q3	$1.22M	Buy	13,850 +200	+1%	+$17.6K	0.83%	33
2018 Q2	$1.14M	Hold	13,650	–	–	0.84%	31
2018 Q1	$1.04M	Sell	13,650 -150	-1%	-$11.9K	0.72%	39
2017 Q4	$1.02M	Sell	13,800 -700	-5%	-$50.6K	0.66%	44
2017 Q3	$928K	Hold	14,500	–	–	0.62%	43
2017 Q2	$778K	Sell	14,500 -1	-0%	-$49	0.53%	52
2017 Q1	$624K	Buy	14,501 +1	+0%	+$42	0.45%	57
2016 Q4	$572K	Sell	14,500 -500	-3%	-$20.1K	0.42%	60
2016 Q3	$615K	Hold	15,000	–	–	0.46%	56
2016 Q2	$548K	Sell	15,000 -150	-1%	-$5.73K	0.41%	60
2016 Q1	$585K	Sell	15,150 -4,900	-24%	-$177K	0.48%	51
2015 Q4	$726K	Buy	20,050 +177	+0.9%	+$6.24K	0.59%	46
2015 Q3	$617K	Buy	+19,873	New	+$712K	0.54%	52

Other funds holding PYPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's PYPL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its PayPal (PYPL) stake by 14% in Q1 2026, selling an estimated $48.3K and leaving 6,063 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #85.

Mark Sheptoff Financial Planning first reported a position in PYPL in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.17M in Q2 2021. 1,493 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Mark Sheptoff Financial Planning held 6,063 shares of PayPal worth $282K as of Q1 2026.
Mark Sheptoff Financial Planning sold 1,000 PayPal shares in Q1 2026, an estimated $48.3K.
PayPal made up 0.15% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #85 holding.
Mark Sheptoff Financial Planning first reported a position in PayPal in Q3 2015 and has held it in 43 quarters since.
Mark Sheptoff Financial Planning's PayPal position peaked at $4.17M in Q2 2021.
1,493 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.