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
Q2 		$1.42M Buy
12,419
+11,168
+893% +$1.27M 0.16% 86
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 0.06% 150
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 $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

LM Advisors's SHOP Position: Q2 2026 in Review

LM Advisors increased its Shopify (SHOP) stake by 893% in Q2 2026, buying an estimated $1.27M and bringing the position to 12,419 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #86.

LM Advisors first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • LM Advisors held 12,419 shares of Shopify worth $1.42M as of Q2 2026.
  • LM Advisors bought 11,168 Shopify shares in Q2 2026, an estimated $1.27M.
  • Shopify made up 0.16% of LM Advisors's portfolio in Q2 2026, its #86 holding.
  • LM Advisors first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.