Gilliland Jeter Wealth Management’s Shopify SHOP Stock Holding History

Gilliland Jeter 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	$368K	Buy	3,100 +55	+2%	+$7.23K	0.11%	140
2025 Q4	$490K	Buy	3,045 +53	+2%	+$8.51K	0.15%	109
2025 Q3	$445K	Sell	2,992 -8	-0.3%	-$1.08K	0.14%	116
2025 Q2	$346K	Sell	3,000 -2	-0.1%	-$200	0.11%	132
2025 Q1	$290K	Sell	3,002 -3	-0.1%	-$327	0.1%	144
2024 Q4	$320K	Buy	3,005 +10	+0.3%	+$973	0.11%	135
2024 Q3	$240K	Hold	2,995	–	–	0.08%	156
2024 Q2	$198K	Sell	2,995 -2,291	-43%	-$152K	0.07%	165
2024 Q1	$408K	Hold	5,286	–	–	0.14%	121
2023 Q4	$412K	Buy	+5,286	New	+$338K	0.17%	113

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

Gilliland Jeter Wealth Management's SHOP Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Shopify (SHOP) stake by 1.8% in Q1 2026, buying an estimated $7.23K and bringing the position to 3,100 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #140.

Gilliland Jeter Wealth Management first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $490K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Gilliland Jeter Wealth Management held 3,100 shares of Shopify worth $368K as of Q1 2026.
Gilliland Jeter Wealth Management bought 55 Shopify shares in Q1 2026, an estimated $7.23K.
Shopify made up 0.11% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #140 holding.
Gilliland Jeter Wealth Management first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Shopify position peaked at $490K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.