L.J. Altfest & Co’s Shopify SHOP Stock Holding History

L.J. Altfest & Co’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	$400K	Buy	3,374 +152	+5%	+$20K	0.04%	247
2025 Q4	$519K	Sell	3,222 -45	-1%	-$7.22K	0.06%	220
2025 Q3	$485K	Sell	3,267 -81	-2%	-$11K	0.05%	232
2025 Q2	$386K	Sell	3,348 -149	-4%	-$14.9K	0.05%	250
2025 Q1	$334K	Buy	3,497 +1,026	+42%	+$112K	0.04%	257
2024 Q4	$263K	Buy	+2,471	New	+$240K	0.03%	285
2024 Q3	–	Sell	-11,119	Closed	-$734K	–	365
2024 Q2	$734K	Buy	+11,119	New	+$738K	0.1%	143

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

L.J. Altfest & Co's SHOP Position: Q1 2026 in Review

L.J. Altfest & Co increased its Shopify (SHOP) stake by 4.7% in Q1 2026, buying an estimated $20K and bringing the position to 3,374 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #247.

L.J. Altfest & Co first reported a position in SHOP in Q2 2024 and has held it in 7 quarters since. The position peaked at $734K in Q2 2024. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

L.J. Altfest & Co held 3,374 shares of Shopify worth $400K as of Q1 2026.
L.J. Altfest & Co bought 152 Shopify shares in Q1 2026, an estimated $20K.
Shopify made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #247 holding.
L.J. Altfest & Co first reported a position in Shopify in Q2 2024 and has held it in 7 quarters since.
L.J. Altfest & Co's Shopify position peaked at $734K in Q2 2024.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.