LWM
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Laidlaw Wealth Management’s Shopify SHOP Stock Holding History

Laidlaw 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 		$250K Sell
2,107
-340
-14% -$44.7K 0.87% 36
2025
Q4 		$394K Buy
2,447
+180
+8% +$28.9K 1.22% 23
2025
Q3 		$337K Buy
2,267
+267
+13% +$36.2K 0.8% 33
2025
Q2 		$231K Buy
+2,000
New +$200K 0.66% 38
2025
Q1 		– Sell
-4,129
Closed -$439K – 140
2024
Q4 		$439K Buy
+4,129
New +$402K 0.19% 121
2024
Q1 		– Sell
-3,076
Closed -$240K – 232
2023
Q4 		$240K Sell
3,076
-986
-24% -$63K 0.09% 213
2023
Q3 		$222K Sell
4,062
-320
-7% -$19.4K 0.07% 245
2023
Q2 		$283K Buy
4,382
+101
+2% +$5.71K 0.06% 270
2023
Q1 		$205K Buy
+4,281
New +$188K 0.04% 332
2022
Q2 		– Sell
-4,830
Closed -$326K – 406
2022
Q1 		$326K Sell
4,830
-530
-10% -$43.5K 0.05% 287
2021
Q4 		$738K Sell
5,360
-100
-2% -$14.6K 0.12% 175
2021
Q3 		$740K Sell
5,460
-470
-8% -$70.4K 0.19% 115
2021
Q2 		$866K Buy
5,930
+980
+20% +$121K 0.22% 100
2021
Q1 		$548K Buy
4,950
+520
+12% +$62.8K 0.19% 115
2020
Q4 		$501K Buy
4,430
+1,860
+72% +$195K 0.11% 191
2020
Q3 		$263K Sell
2,570
-990
-28% -$98.4K 0.12% 168
2020
Q2 		$338K Buy
+3,560
New +$247K 0.18% 121

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

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

Laidlaw Wealth Management reduced its Shopify (SHOP) stake by 14% in Q1 2026, selling an estimated $44.7K and leaving 2,107 shares worth $250K. The position accounts for 0.87% of the portfolio, ranked #36.

Laidlaw Wealth Management first reported a position in SHOP in Q2 2020 and has held it in 17 quarters since. The position peaked at $866K in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Laidlaw Wealth Management held 2,107 shares of Shopify worth $250K as of Q1 2026.
  • Laidlaw Wealth Management sold 340 Shopify shares in Q1 2026, an estimated $44.7K.
  • Shopify made up 0.87% of Laidlaw Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Laidlaw Wealth Management first reported a position in Shopify in Q2 2020 and has held it in 17 quarters since.
  • Laidlaw Wealth Management's Shopify position peaked at $866K in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.