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Lloyd Advisory Services’s Shopify SHOP Stock Holding History

Lloyd Advisory Services’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 		$19K Sell
160
-32
-17% -$4.21K 0.01% 396
2025
Q4 		$30.9K Buy
+192
New +$30.8K 0.01% 278
2021
Q4 		– Sell
-440
Closed -$60K – 454
2021
Q3 		$60K Buy
+440
New +$65.9K 0.03% 146

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

Lloyd Advisory Services's SHOP Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Shopify (SHOP) stake by 17% in Q1 2026, selling an estimated $4.21K and leaving 160 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #396.

Lloyd Advisory Services first reported a position in SHOP in Q3 2021 and has held it in 3 quarters since. The position peaked at $60K in Q3 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Lloyd Advisory Services held 160 shares of Shopify worth $19K as of Q1 2026.
  • Lloyd Advisory Services sold 32 Shopify shares in Q1 2026, an estimated $4.21K.
  • Shopify made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #396 holding.
  • Lloyd Advisory Services first reported a position in Shopify in Q3 2021 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Shopify position peaked at $60K in Q3 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.