LMG Wealth Partners, LLC PYPL — PAYPAL HLDGS INC

Ownership history in LMG Wealth Partners, LLC  ·  4 quarters on record

AI Ownership Summary

LMG Wealth Partners, LLC reported PAYPAL HLDGS INC (PYPL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q2. The latest visible filing shows PYPL at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LMG Wealth Partners, LLC's position in PAYPAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PYPL was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYPL stock page LMG Wealth Partners, LLC fund profile LMG Wealth Partners, LLC full holdings
How LMG Wealth Partners, LLC held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 23,088 -917 -3.8% 0.25% $1.3M 2026-02-02 $52.17
2025 Q3 ADDED — — — 24,005 +2,649 +12.4% 0.30% $1.6M 2025-11-12 $66.84
2025 Q2 ADDED — — — 21,356 +1,501 +7.6% 0.33% $1.6M 2025-07-29 $71.07
2025 Q1 INITIATED — — — 19,855 — — 0.29% $1.3M 2025-05-02 $66.88

🏢 Other funds also holding PYPL

As of 2026 Q1 — sorted by position size

Great Hill Capital LLC 55.37% Comprehensive Financial Management LLC 3Y 39.0% Punch Card Management L.P. 3Y 7Y 10.51% Black Creek Investment Management Inc. 3Y 7Y 7.7% Sparta 24 Ltd. 3Y 6.22% Lindsell Train Ltd 3Y 7Y 6.03% Longitude (Cayman) Ltd. 3Y 5.55% Mayar Capital Ltd. 3Y 4.58% QSM Asset Management Ltd 4.24% EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3Y 7Y 4.12%

FAQ About LMG Wealth Partners, LLC and PYPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LMG Wealth Partners, LLC reported owning PYPL?

LMG Wealth Partners, LLC reported PYPL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PYPL position in LMG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PYPL was 0.33% in 2025 Q2.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2025 Q4, when LMG Wealth Partners, LLC reported 23,088 shares, equal to 0.25% of portfolio, with an estimated market value of $1.3M.

What does the chart on this PYPL ownership page compare?

The chart compares LMG Wealth Partners, LLC's quarterly PYPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LMG Wealth Partners, LLC time their PYPL position?

Based on 13F filing dates vs. subsequent PYPL price moves, LMG Wealth Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PYPL relative to SPY over the holding period was -45.7%.

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