FWL Investment Management’s Shopify SHOP Stock Holding History

FWL 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	$32K	Sell	270 -30	-10%	-$3.94K	0.01%	198
2025 Q4	$48.3K	Hold	300	–	–	0.01%	164
2025 Q3	$44.6K	Hold	300	–	–	0.01%	154
2025 Q2	$34.6K	Hold	300	–	–	0.01%	169
2025 Q1	$28.6K	Sell	300 -225	-43%	-$24.5K	0.01%	173
2024 Q4	$55.8K	Buy	+525	New	+$51.1K	0.02%	143
2024 Q2	–	Sell	-25	Closed	-$1.93K	–	267
2024 Q1	$1.93K	Hold	25	–	–	﹤0.01%	210
2023 Q4	$1.95K	Sell	25 -15	-38%	-$958	﹤0.01%	214
2023 Q3	$2.18K	Buy	+40	New	+$2.42K	﹤0.01%	173

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

FWL Investment Management reduced its Shopify (SHOP) stake by 10% in Q1 2026, selling an estimated $3.94K and leaving 270 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #198.

FWL Investment Management first reported a position in SHOP in Q3 2023 and has held it in 9 quarters since. The position peaked at $55.8K in Q4 2024. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

FWL Investment Management held 270 shares of Shopify worth $32K as of Q1 2026.
FWL Investment Management sold 30 Shopify shares in Q1 2026, an estimated $3.94K.
Shopify made up 0.01% of FWL Investment Management's portfolio in Q1 2026, its #198 holding.
FWL Investment Management first reported a position in Shopify in Q3 2023 and has held it in 9 quarters since.
FWL Investment Management's Shopify position peaked at $55.8K in Q4 2024.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.