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Institute for Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Institute for 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 		$2.2M Hold
25,403
– – 0.19% 103
2026
Q1 		$2M Sell
25,403
-63
-0.2% -$4.98K 0.21% 107
2025
Q4 		$1.88M Sell
25,466
-218
-0.8% -$16K 0.2% 110
2025
Q3 		$1.91M Sell
25,684
-708
-3% -$54.1K 0.2% 111
2025
Q2 		$2.09M Sell
26,392
-321
-1% -$24.7K 0.23% 92
2025
Q1 		$1.88M Sell
26,713
-66
-0.2% -$5.02K 0.24% 94
2024
Q4 		$1.94M Sell
26,779
-71
-0.3% -$5.47K 0.24% 87
2024
Q3 		$2.3M Hold
26,850
– – 0.29% 76
2024
Q2 		$2.11M Sell
26,850
-105
-0.4% -$8.54K 0.28% 74
2024
Q1 		$2.38M Buy
26,955
+82
+0.3% +$6.88K 0.31% 67
2023
Q4 		$2.12M Sell
26,873
-103
-0.4% -$7.54K 0.34% 68
2023
Q3 		$2.01M Sell
26,976
-286
-1% -$22.7K 0.36% 66
2023
Q2 		$2.2M Buy
+27,262
New +$2.15M 0.37% 64
2023
Q1 		– Sell
-27,833
Closed -$2.08M – 456
2022
Q4 		$2.08M Sell
27,833
-459
-2% -$34.5K 0.44% 55
2022
Q3 		$1.89M Sell
28,292
-30
-0.1% -$2.27K 0.42% 53
2022
Q2 		$1.98M Sell
28,322
-37
-0.1% -$2.68K 0.39% 58
2022
Q1 		$2.34M Hold
28,359
– – 0.38% 58
2021
Q4 		$2.04M Buy
+28,359
New +$2.07M 0.33% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Institute for Wealth Management's CP Position: Q2 2026 in Review

Institute for Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 25,403 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #103.

Institute for Wealth Management first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.38M in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Institute for Wealth Management held 25,403 shares of Canadian Pacific Kansas City worth $2.2M as of Q2 2026.
  • Institute for Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Institute for Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
  • Institute for Wealth Management's Canadian Pacific Kansas City position peaked at $2.38M in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.