JWM
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Jeppson Wealth Management’s Shopify SHOP Stock Holding History

Jeppson 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 		$2.91M Buy
24,545
+404
+2% +$53.1K 0.91% 27
2025
Q4 		$3.89M Sell
24,141
-727
-3% -$117K 1.23% 18
2025
Q3 		$3.7M Sell
24,868
-242
-1% -$32.8K 1.18% 18
2025
Q2 		$2.9M Buy
25,110
+31
+0.1% +$3.1K 1% 20
2025
Q1 		$2.39M Sell
25,079
-148
-0.6% -$16.1K 0.88% 25
2024
Q4 		$2.68M Sell
25,227
-265
-1% -$25.8K 0.97% 19
2024
Q3 		$2.04M Sell
25,492
-6
-0% -$414 0.73% 34
2024
Q2 		$1.68M Buy
25,498
+282
+1% +$18.7K 0.64% 38
2024
Q1 		$1.95M Sell
25,216
-30
-0.1% -$2.37K 0.76% 28
2023
Q4 		$1.97M Sell
25,246
-30
-0.1% -$1.92K 0.81% 24
2023
Q3 		$1.38M Sell
25,276
-39
-0.2% -$2.36K 0.63% 39
2023
Q2 		$1.64M Sell
25,315
-706
-3% -$39.9K 0.71% 31
2023
Q1 		$1.25M Sell
26,021
-756
-3% -$33.3K 0.54% 43
2022
Q4 		$929K Sell
26,777
-107
-0.4% -$3.65K 0.39% 59
2022
Q3 		$724K Buy
26,884
+4,981
+23% +$169K 0.33% 70
2022
Q2 		$684K Buy
21,903
+10,543
+93% +$450K 0.29% 78
2022
Q1 		$767K Buy
11,360
+3,100
+38% +$255K 0.36% 67
2021
Q4 		$1.14M Buy
8,260
+480
+6% +$70.1K 0.55% 45
2021
Q3 		$1.05M Buy
7,780
+30
+0.4% +$4.5K 0.55% 49
2021
Q2 		$1.13M Buy
7,750
+830
+12% +$102K 0.62% 43
2021
Q1 		$765K Sell
6,920
-70
-1% -$8.46K 0.45% 52
2020
Q4 		$791K Buy
6,990
+100
+1% +$10.5K 0.53% 50
2020
Q3 		$705K Buy
+6,890
New +$685K 0.55% 49

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

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

Jeppson Wealth Management increased its Shopify (SHOP) stake by 1.7% in Q1 2026, buying an estimated $53.1K and bringing the position to 24,545 shares worth $2.91M. The position accounts for 0.91% of the portfolio, ranked #27.

Jeppson Wealth Management first reported a position in SHOP in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.89M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Jeppson Wealth Management held 24,545 shares of Shopify worth $2.91M as of Q1 2026.
  • Jeppson Wealth Management bought 404 Shopify shares in Q1 2026, an estimated $53.1K.
  • Shopify made up 0.91% of Jeppson Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Jeppson Wealth Management first reported a position in Shopify in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Shopify position peaked at $3.89M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.