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GM Advisory Group’s Shopify SHOP Stock Holding History

GM Advisory Group’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 		$3.48M Buy
29,355
+1,700
+6% +$223K 0.13% 80
2025
Q4 		$4.45M Buy
27,655
+15,634
+130% +$2.51M 0.17% 67
2025
Q3 		$1.79M Buy
12,021
+475
+4% +$64.4K 0.08% 106
2025
Q2 		$1.33M Buy
11,546
+1,534
+15% +$153K 0.07% 123
2025
Q1 		$956K Buy
10,012
+80
+0.8% +$8.72K 0.05% 133
2024
Q4 		$1.06M Hold
9,932
– – 0.06% 120
2024
Q3 		$796K Sell
9,932
-2,675
-21% -$185K 0.05% 130
2024
Q2 		$833K Buy
12,607
+1,450
+13% +$96.2K 0.05% 126
2024
Q1 		$861K Buy
11,157
+3,757
+51% +$297K 0.06% 120
2023
Q4 		$576K Sell
7,400
-120
-2% -$7.66K 0.04% 135
2023
Q3 		$410K Hold
7,520
– – 0.03% 140
2023
Q2 		$486K Sell
7,520
-11
-0.1% -$622 0.04% 131
2023
Q1 		$361K Buy
7,531
+200
+3% +$8.8K 0.03% 139
2022
Q4 		$254K Buy
+7,331
New +$250K 0.03% 152
2022
Q3 		– Sell
-7,540
Closed -$236K – 200
2022
Q2 		$236K Sell
7,540
-1,480
-16% -$63.2K 0.04% 161
2022
Q1 		$610K Sell
9,020
-470
-5% -$38.6K 0.07% 115
2021
Q4 		$1.31M Buy
9,490
+180
+2% +$26.3K 0.12% 82
2021
Q3 		$1.26M Buy
9,310
+320
+4% +$47.9K 0.13% 79
2021
Q2 		$1.31M Buy
8,990
+20
+0.2% +$2.46K 0.13% 80
2021
Q1 		$993K Sell
8,970
-2,600
-22% -$314K 0.12% 83
2020
Q4 		$1.31M Buy
11,570
+550
+5% +$57.7K 0.18% 62
2020
Q3 		$1.13M Hold
11,020
– – 0.17% 60
2020
Q2 		$1.05M Buy
+11,020
New +$765K 0.19% 60

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

GM Advisory Group's SHOP Position: Q1 2026 in Review

GM Advisory Group increased its Shopify (SHOP) stake by 6.1% in Q1 2026, buying an estimated $223K and bringing the position to 29,355 shares worth $3.48M. The position accounts for 0.13% of the portfolio, ranked #80.

GM Advisory Group first reported a position in SHOP in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.45M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • GM Advisory Group held 29,355 shares of Shopify worth $3.48M as of Q1 2026.
  • GM Advisory Group bought 1,700 Shopify shares in Q1 2026, an estimated $223K.
  • Shopify made up 0.13% of GM Advisory Group's portfolio in Q1 2026, its #80 holding.
  • GM Advisory Group first reported a position in Shopify in Q2 2020 and has held it in 23 quarters since.
  • GM Advisory Group's Shopify position peaked at $4.45M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.