LW
SHOP icon

Linscomb Wealth’s Shopify SHOP Stock Holding History

Linscomb Wealth’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 		$202K Buy
1,700
+187
+12% +$24.6K 0.01% 332
2025
Q4 		$244K Sell
1,513
-405
-21% -$65K 0.01% 283
2025
Q3 		$285K Buy
+1,918
New +$260K 0.01% 273
2022
Q2 		– Sell
-5,240
Closed -$354K – 325
2022
Q1 		$354K Sell
5,240
-640
-11% -$52.5K 0.02% 265
2021
Q4 		$810K Sell
5,880
-420
-7% -$61.4K 0.04% 192
2021
Q3 		$854K Buy
6,300
+380
+6% +$56.9K 0.04% 179
2021
Q2 		$865K Sell
5,920
-1,720
-23% -$212K 0.04% 179
2021
Q1 		$845K Sell
7,640
-630
-8% -$76.1K 0.05% 175
2020
Q4 		$936K Sell
8,270
-160
-2% -$16.8K 0.06% 160
2020
Q3 		$862K Sell
8,430
-300
-3% -$29.8K 0.06% 156
2020
Q2 		$829K Buy
8,730
+3,260
+60% +$226K 0.06% 162
2020
Q1 		$228K Sell
5,470
-1,080
-16% -$48.7K 0.02% 356
2019
Q4 		$260K Sell
6,550
-430
-6% -$14.5K 0.02% 374
2019
Q3 		$218K Buy
+6,980
New +$239K 0.02% 257

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

Linscomb Wealth's SHOP Position: Q1 2026 in Review

Linscomb Wealth increased its Shopify (SHOP) stake by 12% in Q1 2026, buying an estimated $24.6K and bringing the position to 1,700 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #332.

Linscomb Wealth first reported a position in SHOP in Q3 2019 and has held it in 14 quarters since. The position peaked at $936K in Q4 2020. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Linscomb Wealth held 1,700 shares of Shopify worth $202K as of Q1 2026.
  • Linscomb Wealth bought 187 Shopify shares in Q1 2026, an estimated $24.6K.
  • Shopify made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #332 holding.
  • Linscomb Wealth first reported a position in Shopify in Q3 2019 and has held it in 14 quarters since.
  • Linscomb Wealth's Shopify position peaked at $936K in Q4 2020.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.