HM Payson & Co’s Canadian Pacific Kansas City CP Stock Holding History

HM Payson & Co’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	-14	Closed	-$1.03K	–	1149
2025 Q4	$1.03K	Buy	+14	New	+$1.03K	﹤0.01%	1107
2025 Q2	–	Sell	-576	Closed	-$40.4K	–	1005
2025 Q1	$40.4K	Sell	576 -576	-50%	-$43.8K	﹤0.01%	679
2024 Q4	$83.4K	Hold	1,152	–	–	﹤0.01%	558
2024 Q3	$98.5K	Hold	1,152	–	–	﹤0.01%	523
2024 Q2	$90.7K	Hold	1,152	–	–	﹤0.01%	519
2024 Q1	$102K	Hold	1,152	–	–	﹤0.01%	503
2023 Q4	$91.1K	Hold	1,152	–	–	﹤0.01%	505
2023 Q3	$85.7K	Hold	1,152	–	–	﹤0.01%	500
2023 Q2	$93K	Buy	+1,152	New	+$91K	﹤0.01%	492
2023 Q1	–	Sell	-593	Closed	-$44.2K	–	1027
2022 Q4	$44.2K	Hold	593	–	–	﹤0.01%	572
2022 Q3	$40K	Hold	593	–	–	﹤0.01%	604
2022 Q2	$41K	Hold	593	–	–	﹤0.01%	613
2022 Q1	$49K	Sell	593 -129	-18%	-$9.71K	﹤0.01%	604
2021 Q4	$52K	Buy	+722	New	+$52.7K	﹤0.01%	597

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return