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BXM Wealth’s Shopify SHOP Stock Holding History

BXM Wealth’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 		$260K Sell
2,190
-7,934
-78% -$1.04M 0.2% 109
2025
Q4 		$334K Buy
10,124
+7,149
+240% +$1.15M 0.26% 84
2025
Q3 		$442K Buy
2,975
+730
+33% +$99K 0.42% 69
2025
Q2 		$259K Buy
+2,245
New +$225K 0.31% 88

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

BXM Wealth's SHOP Position: Q1 2026 in Review

BXM Wealth reduced its Shopify (SHOP) stake by 78% in Q1 2026, selling an estimated $1.04M and leaving 2,190 shares worth $260K. The position accounts for 0.2% of the portfolio, ranked #109.

BXM Wealth first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • BXM Wealth held 2,190 shares of Shopify worth $260K as of Q1 2026.
  • BXM Wealth sold 7,934 Shopify shares in Q1 2026, an estimated $1.04M.
  • Shopify made up 0.2% of BXM Wealth's portfolio in Q1 2026, its #109 holding.
  • BXM Wealth first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • BXM Wealth's Shopify position peaked at $442K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.