AFM
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Abbot Financial Management’s Shopify SHOP Stock Holding History

Abbot Financial Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Buy
12,489
+1,758
+16% +$231K 0.62% 47
2025
Q4 		$1.73M Buy
10,731
+167
+2% +$26.8K 0.72% 37
2025
Q3 		$1.57M Sell
10,564
-90
-0.8% -$12.2K 0.67% 40
2025
Q2 		$1.23M Buy
10,654
+990
+10% +$99K 0.57% 50
2025
Q1 		$923K Buy
9,664
+30
+0.3% +$3.27K 0.48% 55
2024
Q4 		$1.02M Sell
9,634
-2,021
-17% -$197K 0.51% 50
2024
Q3 		$934K Buy
11,655
+251
+2% +$17.3K 0.47% 56
2024
Q2 		$753K Buy
11,404
+3,472
+44% +$230K 0.4% 67
2024
Q1 		$612K Buy
7,932
+502
+7% +$39.7K 0.34% 80
2023
Q4 		$579K Buy
7,430
+712
+11% +$45.5K 0.35% 78
2023
Q3 		$367K Buy
6,718
+400
+6% +$24.2K 0.25% 92
2023
Q2 		$408K Sell
6,318
-535
-8% -$30.2K 0.26% 83
2023
Q1 		$329K Hold
6,853
– – 0.22% 94
2022
Q4 		$238K Buy
+6,853
New +$234K 0.16% 105
2022
Q3 		– Sell
-6,900
Closed -$216K – 122
2022
Q2 		$216K Buy
6,900
+3,340
+94% +$143K 0.13% 117
2022
Q1 		$241K Buy
3,560
+530
+17% +$43.5K 0.12% 121
2021
Q4 		$417K Buy
3,030
+60
+2% +$8.77K 0.19% 99
2021
Q3 		$403K Buy
2,970
+60
+2% +$8.99K 0.18% 99
2021
Q2 		$425K Buy
2,910
+530
+22% +$65.3K 0.19% 95
2021
Q1 		$263K Buy
2,380
+420
+21% +$50.7K 0.12% 114
2020
Q4 		$222K Hold
1,960
– – 0.13% 116
2020
Q3 		$201K Sell
1,960
-300
-13% -$29.8K 0.13% 112
2020
Q2 		$215K Buy
+2,260
New +$157K 0.15% 105

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Abbot Financial Management's SHOP Position: Q1 2026 in Review

Abbot Financial Management increased its Shopify (SHOP) stake by 16% in Q1 2026, buying an estimated $231K and bringing the position to 12,489 shares worth $1.48M. The position accounts for 0.62% of the portfolio, ranked #47.

Abbot Financial Management first reported a position in SHOP in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Abbot Financial Management held 12,489 shares of Shopify worth $1.48M as of Q1 2026.
  • Abbot Financial Management bought 1,758 Shopify shares in Q1 2026, an estimated $231K.
  • Shopify made up 0.62% of Abbot Financial Management's portfolio in Q1 2026, its #47 holding.
  • Abbot Financial Management first reported a position in Shopify in Q2 2020 and has held it in 23 quarters since.
  • Abbot Financial Management's Shopify position peaked at $1.73M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.