LA
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LM Advisors’s Shopify SHOP Stock Holding History

LM 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 		$10.5K Buy
1,251
+771
+161% +$101K 0.17% 98
2025
Q4 		$2.98K Sell
480
-3,340
-87% -$536K 0.05% 155
2025
Q3 		$568K Sell
3,820
-225
-6% -$30.5K 0.08% 128
2025
Q2 		$467K Buy
4,045
+88
+2% +$8.8K 0.06% 127
2025
Q1 		$378K Sell
3,957
-79
-2% -$8.61K 0.07% 172
2024
Q4 		$429K Sell
4,036
-464
-10% -$45.1K 0.08% 144
2024
Q3 		$361K Sell
4,500
-475
-10% -$32.8K 0.07% 135
2024
Q2 		$329K Buy
4,975
+81
+2% +$5.37K ﹤0.01% 151
2024
Q1 		$378K Sell
4,894
-400
-8% -$31.6K 0.06% 157
2023
Q4 		$412K Buy
+5,294
New +$338K 0.08% 129

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

LM Advisors's SHOP Position: Q1 2026 in Review

LM Advisors increased its Shopify (SHOP) stake by 161% in Q1 2026, buying an estimated $101K and bringing the position to 1,251 shares worth $10.5K. The position accounts for 0.17% of the portfolio, ranked #98.

LM Advisors first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $568K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • LM Advisors held 1,251 shares of Shopify worth $10.5K as of Q1 2026.
  • LM Advisors bought 771 Shopify shares in Q1 2026, an estimated $101K.
  • Shopify made up 0.17% of LM Advisors's portfolio in Q1 2026, its #98 holding.
  • LM Advisors first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Shopify position peaked at $568K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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