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 Q2	$37.3K	Buy	+430	New	+$36.8K	﹤0.01%	768
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 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

HM Payson & Co's CP Position: Q2 2026 in Review

HM Payson & Co opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 430 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in CP as recently as Q4 2025.

HM Payson & Co first reported a position in CP in Q4 2021 and has held it in 15 quarters since. The position peaked at $102K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

HM Payson & Co held 430 shares of Canadian Pacific Kansas City worth $37.3K as of Q2 2026.
Canadian Pacific Kansas City was a new HM Payson & Co position in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #768 holding.
HM Payson & Co first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 15 quarters since.
HM Payson & Co's Canadian Pacific Kansas City position peaked at $102K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.