KLI
CGC

Kelman-Lazarov Inc’s Canopy Growth CGC Stock Holding History

Kelman-Lazarov Inc’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Buy
11,000
+1,000
+10% +$1.1K ﹤0.01% 140
2025
Q4 		$11.4K Buy
+10,000
New +$12.9K ﹤0.01% 134

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kelman-Lazarov Inc's CGC Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Canopy Growth (CGC) stake by 10% in Q1 2026, buying an estimated $1.1K and bringing the position to 11,000 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Kelman-Lazarov Inc first reported a position in CGC in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.4K in Q4 2025. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

  • Kelman-Lazarov Inc held 11,000 shares of Canopy Growth worth $10.4K as of Q1 2026.
  • Kelman-Lazarov Inc bought 1,000 Canopy Growth shares in Q1 2026, an estimated $1.1K.
  • Canopy Growth made up ﹤0.01% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #140 holding.
  • Kelman-Lazarov Inc first reported a position in Canopy Growth in Q4 2025 and has held it in 2 quarters since.
  • Kelman-Lazarov Inc's Canopy Growth position peaked at $11.4K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.