Gibbs Wealth Management’s Shopify SHOP Stock Holding History

Gibbs Wealth 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	$4.1M	Buy	34,606 +8,384	+32%	+$1.1M	0.54%	34
2025 Q4	$4.31M	Sell	26,222 -8,170	-24%	-$1.31M	1.04%	22
2025 Q3	$5.11M	Sell	34,392 -5,531	-14%	-$750K	1.16%	18
2025 Q2	$4.61M	Buy	39,923 +5,301	+15%	+$530K	0.89%	23
2025 Q1	$3.31M	Buy	34,622 +4,054	+13%	+$442K	0.8%	24
2024 Q4	$3.25M	Buy	30,568 +4,415	+17%	+$429K	0.88%	26
2024 Q3	$2.1M	Buy	26,153 +7,870	+43%	+$544K	0.68%	35
2024 Q2	$1.21M	Buy	18,283 +13,957	+323%	+$926K	0.49%	45
2024 Q1	$334K	Buy	+4,326	New	+$342K	0.19%	126

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Gibbs Wealth Management's SHOP Position: Q1 2026 in Review

Gibbs Wealth Management increased its Shopify (SHOP) stake by 32% in Q1 2026, buying an estimated $1.1M and bringing the position to 34,606 shares worth $4.1M. The position accounts for 0.54% of the portfolio, ranked #34.

Gibbs Wealth Management first reported a position in SHOP in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.11M in Q3 2025. 1,736 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Gibbs Wealth Management held 34,606 shares of Shopify worth $4.1M as of Q1 2026.
Gibbs Wealth Management bought 8,384 Shopify shares in Q1 2026, an estimated $1.1M.
Shopify made up 0.54% of Gibbs Wealth Management's portfolio in Q1 2026, its #34 holding.
Gibbs Wealth Management first reported a position in Shopify in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Shopify position peaked at $5.11M in Q3 2025.
1,736 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.