Beaird Harris Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Beaird Harris Wealth Management’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$171K	Buy	1,972 +851	+76%	+$72.9K	0.01%	153
2026 Q1	$88.2K	Hold	1,121	–	–	0.01%	197
2025 Q4	$82.5K	Hold	1,121	–	–	0.01%	212
2025 Q3	$83.5K	Hold	1,121	–	–	0.01%	200
2025 Q2	$88.9K	Hold	1,121	–	–	0.01%	193
2025 Q1	$78.7K	Hold	1,121	–	–	0.01%	186
2024 Q4	$81.1K	Hold	1,121	–	–	0.01%	189
2024 Q3	$95.9K	Hold	1,121	–	–	0.01%	183
2024 Q2	$88.3K	Hold	1,121	–	–	0.01%	176
2024 Q1	$98.8K	Hold	1,121	–	–	0.01%	155
2023 Q4	$88.6K	Hold	1,121	–	–	0.01%	152
2023 Q3	$83.4K	Hold	1,121	–	–	0.01%	136
2023 Q2	$90.5K	Hold	1,121	–	–	0.01%	135
2023 Q1	$86.3K	Hold	1,121	–	–	0.02%	135
2022 Q4	$83.6K	Hold	1,121	–	–	0.02%	146
2022 Q3	$75K	Hold	1,121	–	–	0.02%	132
2022 Q2	$78K	Hold	1,121	–	–	0.02%	112
2022 Q1	$93K	Hold	1,121	–	–	0.03%	140
2021 Q4	$81K	Buy	+1,121	New	+$81.9K	0.03%	187

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Beaird Harris Wealth Management's CP Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 76% in Q2 2026, buying an estimated $72.9K and bringing the position to 1,972 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #153.

Beaird Harris Wealth Management first reported a position in CP in Q4 2021 and has held it in 19 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Beaird Harris Wealth Management held 1,972 shares of Canadian Pacific Kansas City worth $171K as of Q2 2026.
Beaird Harris Wealth Management bought 851 Canadian Pacific Kansas City shares in Q2 2026, an estimated $72.9K.
Canadian Pacific Kansas City made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #153 holding.
Beaird Harris Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.