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LBMC Investment Advisors’s Shopify SHOP Stock Holding History

LBMC Investment 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 		$1.06M Hold
8,950
– – 0.06% 105
2025
Q4 		$1.44M Hold
8,950
– – 0.09% 84
2025
Q3 		$1.33M Hold
8,950
– – 0.08% 90
2025
Q2 		$1.03M Hold
8,950
– – 0.07% 90
2025
Q1 		$855K Hold
8,950
– – 0.07% 87
2024
Q4 		$952K Hold
8,950
– – 0.08% 78
2024
Q3 		$717K Hold
8,950
– – 0.06% 92
2024
Q2 		$591K Buy
+8,950
New +$594K 0.05% 98

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

LBMC Investment Advisors's SHOP Position: Q1 2026 in Review

LBMC Investment Advisors held its Shopify (SHOP) position steady in Q1 2026 at 8,950 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #105.

LBMC Investment Advisors first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • LBMC Investment Advisors held 8,950 shares of Shopify worth $1.06M as of Q1 2026.
  • LBMC Investment Advisors left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.06% of LBMC Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • LBMC Investment Advisors first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
  • LBMC Investment Advisors's Shopify position peaked at $1.44M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.