James J. Burns & Company’s Shopify SHOP Stock Holding History

James J. Burns & Company’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	–	Sell	-1,751	Closed	-$282K	–	163
2025 Q4	$282K	Sell	1,751 -2	-0.1%	-$321	0.04%	134
2025 Q3	$261K	Hold	1,753	–	–	0.04%	138
2025 Q2	$202K	Buy	+1,753	New	+$175K	0.03%	154

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

James J. Burns & Company's SHOP Position: Q1 2026 in Review

James J. Burns & Company sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,751 shares — an estimated $282K sold.

James J. Burns & Company first reported a position in SHOP in Q2 2025 and held it in 3 quarters. The position peaked at $282K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

James J. Burns & Company reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
James J. Burns & Company sold 1,751 Shopify shares in Q1 2026, an estimated $282K.
James J. Burns & Company first reported a position in Shopify in Q2 2025 and held it in 3 quarters.
James J. Burns & Company's Shopify position peaked at $282K in Q4 2025.
1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.