JWM
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Jacksonville Wealth Management’s Shopify SHOP Stock Holding History

Jacksonville 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 		$961K Buy
8,100
+28
+0.3% +$3.68K 0.65% 28
2025
Q4 		$1.3M Sell
8,072
-150
-2% -$24.1K 0.92% 24
2025
Q3 		$1.22M Sell
8,222
-124
-1% -$16.8K 0.9% 25
2025
Q2 		$963K Sell
8,346
-129
-2% -$12.9K 0.77% 28
2025
Q1 		$809K Sell
8,475
-125
-1% -$13.6K 0.8% 28
2024
Q4 		$914K Buy
+8,600
New +$836K 0.85% 25

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

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

Jacksonville Wealth Management increased its Shopify (SHOP) stake by 0.35% in Q1 2026, buying an estimated $3.68K and bringing the position to 8,100 shares worth $961K. The position accounts for 0.65% of the portfolio, ranked #28.

Jacksonville Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Jacksonville Wealth Management held 8,100 shares of Shopify worth $961K as of Q1 2026.
  • Jacksonville Wealth Management bought 28 Shopify shares in Q1 2026, an estimated $3.68K.
  • Shopify made up 0.65% of Jacksonville Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Jacksonville Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's Shopify position peaked at $1.3M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.