LWM
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Lakeridge Wealth Management’s Shopify SHOP Stock Holding History

Lakeridge 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
Q2 		$714K Buy
6,254
+969
+18% +$111K 0.26% 76
2026
Q1 		$627K Buy
5,285
+24
+0.5% +$3.15K 0.27% 80
2025
Q4 		$847K Hold
5,261
– – 0.38% 48
2025
Q3 		$782K Sell
5,261
-1,395
-21% -$189K 0.35% 49
2025
Q2 		$768K Buy
6,656
+97
+1% +$9.7K 0.35% 46
2025
Q1 		$626K Hold
6,559
– – 0.31% 58
2024
Q4 		$697K Hold
6,559
– – 0.36% 48
2024
Q3 		$526K Hold
6,559
– – 0.29% 74
2024
Q2 		$433K Sell
6,559
-190
-3% -$12.6K 0.26% 77
2024
Q1 		$521K Sell
6,749
-300
-4% -$23.7K 0.34% 62
2023
Q4 		$549K Buy
+7,049
New +$450K 0.4% 52

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Lakeridge Wealth Management's SHOP Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Shopify (SHOP) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 6,254 shares worth $714K. The position accounts for 0.26% of the portfolio, ranked #76.

Lakeridge Wealth Management first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $847K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Lakeridge Wealth Management held 6,254 shares of Shopify worth $714K as of Q2 2026.
  • Lakeridge Wealth Management bought 969 Shopify shares in Q2 2026, an estimated $111K.
  • Shopify made up 0.26% of Lakeridge Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Lakeridge Wealth Management first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Shopify position peaked at $847K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.