Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Canadian Pacific Kansas City CP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.07M Sell
13,582
-243
-2% -$19.2K ﹤0.01% 1497
2025
Q4 		$1.02M Buy
13,825
+89
+0.6% +$6.55K ﹤0.01% 1489
2025
Q3 		$1.02M Buy
13,736
+1,056
+8% +$80.7K ﹤0.01% 1396
2025
Q2 		$1M Buy
12,680
+107
+0.9% +$8.23K ﹤0.01% 1238
2025
Q1 		$883K Sell
12,573
-709
-5% -$53.9K ﹤0.01% 1194
2024
Q4 		$961K Buy
13,282
+5,857
+79% +$451K ﹤0.01% 1106
2024
Q3 		$635K Buy
7,425
+352
+5% +$28.9K ﹤0.01% 1225
2024
Q2 		$557K Buy
7,073
+481
+7% +$39.1K ﹤0.01% 1147
2024
Q1 		$581K Sell
6,592
-9,011
-58% -$756K ﹤0.01% 1077
2023
Q4 		$1.23M Sell
15,603
-2,073
-12% -$152K 0.01% 721
2023
Q3 		$1.31M Buy
17,676
+2,120
+14% +$168K 0.01% 645
2023
Q2 		$1.26M Buy
15,556
+1,019
+7% +$80.5K 0.01% 628
2023
Q1 		$1.12M Buy
14,537
+5,093
+54% +$393K 0.01% 638
2022
Q4 		$704K Sell
9,444
-962
-9% -$72.4K 0.01% 708
2022
Q3 		$694K Sell
10,406
-1,521
-13% -$115K 0.01% 658
2022
Q2 		$833K Sell
11,927
-1,780
-13% -$129K 0.01% 605
2022
Q1 		$1.13M Buy
13,707
+7,090
+107% +$533K 0.01% 536
2021
Q4 		$476K Buy
+6,617
New +$483K ﹤0.01% 742
2021
Q2 		$255K Sell
3,310
-13,240
-80% -$1.03M ﹤0.01% 827
2021
Q1 		$255K Hold
16,550
– – ﹤0.01% 827
2020
Q4 		$255K Hold
16,550
– – ﹤0.01% 827
2020
Q3 		$255K Hold
16,550
– – ﹤0.01% 827
2020
Q2 		$255K Hold
16,550
– – ﹤0.01% 827
2020
Q1 		$255K Hold
16,550
– – ﹤0.01% 827
2019
Q4 		$255K Hold
16,550
– – ﹤0.01% 827
2019
Q3 		$255K Hold
16,550
– – ﹤0.01% 827
2019
Q2 		$255K Hold
16,550
– – ﹤0.01% 827
2019
Q1 		$255K Buy
16,550
+15,720
+1,894% +$630K ﹤0.01% 827
2018
Q4 		$29K Buy
830
+540
+186% +$21.6K ﹤0.01% 1027
2018
Q3 		$12K Buy
290
+85
+41% +$3.4K ﹤0.01% 1103
2018
Q2 		$8K Hold
205
– – ﹤0.01% 1057
2018
Q1 		$7K Sell
205
-365
-64% -$13.2K ﹤0.01% 926
2017
Q4 		$21K Sell
570
-50
-8% -$1.74K ﹤0.01% 682
2017
Q3 		$21K Buy
620
+415
+202% +$13.2K ﹤0.01% 688
2017
Q2 		$7K Hold
205
– – ﹤0.01% 832
2017
Q1 		$6K Buy
205
+110
+116% +$3.27K ﹤0.01% 842
2016
Q4 		$3K Buy
+95
New +$2.81K ﹤0.01% 915
2014
Q1 		– Sell
-160
Closed -$5K – 222
2013
Q4 		$5K Hold
160
– – ﹤0.01% 510
2013
Q3 		$4K Buy
+160
New +$3.95K ﹤0.01% 395

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Canadian Pacific Kansas City (CP) stake by 1.8% in Q1 2026, selling an estimated $19.2K and leaving 13,582 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Carson Wealth (CWM LLC) first reported a position in CP in Q3 2013 and has held it in 39 quarters since. The position peaked at $1.31M in Q3 2023. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,582 shares of Canadian Pacific Kansas City worth $1.07M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 243 Canadian Pacific Kansas City shares in Q1 2026, an estimated $19.2K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1497 holding.
  • Carson Wealth (CWM LLC) first reported a position in Canadian Pacific Kansas City in Q3 2013 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Canadian Pacific Kansas City position peaked at $1.31M in Q3 2023.
  • 956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.