Lantern Wealth Advisors’s Shopify SHOP Stock Holding History

Lantern Wealth Advisors’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	$801K	Buy	6,750 +250	+4%	+$32.8K	0.41%	63
2025 Q4	$1.05M	Sell	6,500 -450	-6%	-$72.3K	0.56%	48
2025 Q3	$1.03M	Hold	6,950	–	–	0.55%	47
2025 Q2	$802K	Buy	+6,950	New	+$695K	0.48%	59
2024 Q4	$739K	Hold	6,950	–	–	0.48%	53
2024 Q3	$557K	Buy	6,950 +1,000	+17%	+$69.1K	0.39%	70
2024 Q2	$393K	Buy	+5,950	New	+$395K	0.29%	81

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

Lantern Wealth Advisors's SHOP Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Shopify (SHOP) stake by 3.8% in Q1 2026, buying an estimated $32.8K and bringing the position to 6,750 shares worth $801K. The position accounts for 0.41% of the portfolio, ranked #63.

Lantern Wealth Advisors first reported a position in SHOP in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Lantern Wealth Advisors held 6,750 shares of Shopify worth $801K as of Q1 2026.
Lantern Wealth Advisors bought 250 Shopify shares in Q1 2026, an estimated $32.8K.
Shopify made up 0.41% of Lantern Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Lantern Wealth Advisors first reported a position in Shopify in Q2 2024 and has held it in 7 quarters since.
Lantern Wealth Advisors's Shopify position peaked at $1.05M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.