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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
Q2 		$1.1M Buy
9,618
+668
+7% +$76.2K 0.06% 110
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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LBMC Investment Advisors's SHOP Position: Q2 2026 in Review

LBMC Investment Advisors increased its Shopify (SHOP) stake by 7.5% in Q2 2026, buying an estimated $76.2K and bringing the position to 9,618 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #110.

LBMC Investment Advisors first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • LBMC Investment Advisors held 9,618 shares of Shopify worth $1.1M as of Q2 2026.
  • LBMC Investment Advisors bought 668 Shopify shares in Q2 2026, an estimated $76.2K.
  • Shopify made up 0.06% of LBMC Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • LBMC Investment Advisors first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
  • LBMC Investment Advisors's Shopify position peaked at $1.44M in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.