Forum Financial Management’s Canadian Pacific Kansas City CP Stock Holding History

Forum Financial 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 Q1	–	Sell	-4,268	Closed	-$314K	–	481
2025 Q4	$314K	Sell	4,268 -28	-0.7%	-$2.06K	﹤0.01%	725
2025 Q3	$320K	Buy	4,296 +58	+1%	+$4.43K	﹤0.01%	703
2025 Q2	$336K	Buy	4,238 +418	+11%	+$32.2K	0.01%	608
2025 Q1	$268K	Buy	3,820 +41	+1%	+$3.12K	﹤0.01%	653
2024 Q4	$273K	Buy	3,779 +22	+0.6%	+$1.7K	﹤0.01%	674
2024 Q3	$321K	Sell	3,757 -2	-0.1%	-$164	0.01%	483
2024 Q2	$296K	Hold	3,759	–	–	0.01%	487
2024 Q1	$331K	Hold	3,759	–	–	0.01%	458
2023 Q4	$297K	Hold	3,759	–	–	0.01%	456
2023 Q3	$280K	Buy	3,759 +2	+0.1%	+$159	0.01%	442
2023 Q2	$303K	Buy	+3,757	New	+$297K	0.01%	429
2023 Q1	–	Sell	-3,758	Closed	-$280K	–	629
2022 Q4	$280K	Buy	3,758 +6	+0.2%	+$451	0.01%	413
2022 Q3	$250K	Hold	3,752	–	–	0.01%	408
2022 Q2	$262K	Hold	3,752	–	–	0.01%	410
2022 Q1	$309K	Hold	3,752	–	–	0.01%	382
2021 Q4	$270K	Buy	+3,752	New	+$274K	0.01%	466

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Forum Financial Management's CP Position: Q1 2026 in Review

Forum Financial Management sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 4,268 shares — an estimated $314K sold.

Forum Financial Management first reported a position in CP in Q4 2021 and held it in 16 quarters. The position peaked at $336K in Q2 2025. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Forum Financial Management reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,268 Canadian Pacific Kansas City shares in Q1 2026, an estimated $314K.
Forum Financial Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Canadian Pacific Kansas City position peaked at $336K in Q2 2025.
956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.