PYPL PAYPAL HLDGS INC

Ownership history in WELCH & FORBES LLC  ·  41 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported PAYPAL HLDGS INC (PYPL) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows PYPL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELCH & FORBES 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 Q3

PYPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How WELCH & FORBES LLC held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,190 -478 -13.0% 0.00% $214K 2025-11-04 $65.73
2025 Q2 REDUCED 3,668 -495 -11.9% 0.00% $273K 2025-08-05 $67.47
2025 Q1 REDUCED 4,163 -858 -17.1% 0.00% $272K 2025-05-02 $66.88
2024 Q4 REDUCED 5,021 -1,127 -18.3% 0.01% $429K 2025-02-07 $76.90
2024 Q3 REDUCED 6,148 -2,781 -31.1% 0.01% $480K 2024-11-04 $77.71
2024 Q2 REDUCED 8,929 -763 -7.9% 0.01% $523K 2024-08-02 $61.65
2024 Q1 REDUCED 9,692 -17,807 -64.8% 0.01% $649K 2024-05-03 $65.35
2023 Q4 REDUCED 27,499 -7,810 -22.1% 0.03% $1.7M 2024-02-06 $63.37
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES 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 WELCH & FORBES LLC reported owning PYPL?

WELCH & FORBES LLC reported PYPL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PYPL position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for PYPL was 0.03% in 2023 Q4.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2025 Q3, when WELCH & FORBES LLC reported 3,190 shares, equal to 0.00% of portfolio, with an estimated market value of $214K.

What does the chart on this PYPL ownership page compare?

The chart compares WELCH & FORBES 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.

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