BIM
SHOP icon

Baldwin Investment Management’s Shopify SHOP Stock Holding History

Baldwin Investment 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 		$999K Hold
8,423
– – 0.12% 105
2025
Q4 		$1.36M Sell
8,423
-555
-6% -$89.1K 0.15% 82
2025
Q3 		$1.33M Sell
8,978
-230
-2% -$31.2K 0.15% 81
2025
Q2 		$1.06M Hold
9,208
– – 0.13% 103
2025
Q1 		$879K Buy
9,208
+1,000
+12% +$109K 0.11% 113
2024
Q4 		$873K Sell
8,208
-1,000
-11% -$97.3K 0.11% 109
2024
Q3 		$738K Hold
9,208
– – 0.09% 129
2024
Q2 		$608K Sell
9,208
-14
-0.2% -$929 0.08% 134
2024
Q1 		$712K Hold
9,222
– – 0.1% 129
2023
Q4 		$718K Hold
9,222
– – 0.11% 115
2023
Q3 		$503K Hold
9,222
– – 0.08% 134
2023
Q2 		$596K Hold
9,222
– – 0.1% 127
2023
Q1 		$442K Sell
9,222
-3,250
-26% -$143K 0.08% 146
2022
Q4 		$433K Sell
12,472
-250
-2% -$8.54K 0.08% 146
2022
Q3 		$343 Sell
12,722
-18
-0.1% -$612 0.07% 153
2022
Q2 		$398 Sell
12,740
-130
-1% -$5.55K 0.08% 159
2022
Q1 		$870 Buy
12,870
+380
+3% +$31.2K 0.13% 116
2021
Q4 		$1.72K Sell
12,490
-1,000
-7% -$146K 0.27% 68
2021
Q3 		$1.83M Hold
13,490
– – 0.32% 55
2021
Q2 		$1.97M Sell
13,490
-110
-0.8% -$13.6K 0.34% 56
2021
Q1 		$1.5M Sell
13,600
-90
-0.7% -$10.9K 0.27% 66
2020
Q4 		$1.55M Sell
13,690
-250
-2% -$26.2K 0.31% 62
2020
Q3 		$1.43M Sell
13,940
-150
-1% -$14.9K 0.33% 51
2020
Q2 		$1.34M Sell
14,090
-1,070
-7% -$74.3K 0.42% 41
2020
Q1 		$632K Buy
15,160
+160
+1% +$7.21K 0.22% 66
2019
Q4 		$596K Hold
15,000
– – 0.16% 93
2019
Q3 		$467K Hold
15,000
– – 0.14% 111
2019
Q2 		$450K Sell
15,000
-12,000
-44% -$312K 0.13% 111
2019
Q1 		$558K Buy
27,000
+3,500
+15% +$61.8K 0.17% 94
2018
Q4 		$325K Sell
23,500
-3,000
-11% -$42.2K 0.1% 121
2018
Q3 		$436K Buy
26,500
+500
+2% +$7.62K 0.12% 111
2018
Q2 		$379K Buy
+26,000
New +$368K 0.12% 123

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

Baldwin Investment Management's SHOP Position: Q1 2026 in Review

Baldwin Investment Management held its Shopify (SHOP) position steady in Q1 2026 at 8,423 shares worth $999K. The position accounts for 0.12% of the portfolio, ranked #105.

Baldwin Investment Management first reported a position in SHOP in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.97M in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Baldwin Investment Management held 8,423 shares of Shopify worth $999K as of Q1 2026.
  • Baldwin Investment Management left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.12% of Baldwin Investment Management's portfolio in Q1 2026, its #105 holding.
  • Baldwin Investment Management first reported a position in Shopify in Q2 2018 and has held it in 32 quarters since.
  • Baldwin Investment Management's Shopify position peaked at $1.97M in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.