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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
Q2 		$372K Buy
3,255
+1,065
+49% +$122K 0.2% 112
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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BXM Wealth's SHOP Position: Q2 2026 in Review

BXM Wealth increased its Shopify (SHOP) stake by 49% in Q2 2026, buying an estimated $122K and bringing the position to 3,255 shares worth $372K. The position accounts for 0.2% of the portfolio, ranked #112.

BXM Wealth first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $442K in Q3 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • BXM Wealth held 3,255 shares of Shopify worth $372K as of Q2 2026.
  • BXM Wealth bought 1,065 Shopify shares in Q2 2026, an estimated $122K.
  • Shopify made up 0.2% of BXM Wealth's portfolio in Q2 2026, its #112 holding.
  • BXM Wealth first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • BXM Wealth's Shopify position peaked at $442K in Q3 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.