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Legacy Wealth Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Legacy Wealth Asset 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 		$772K Buy
8,904
+101
+1% +$8.65K 0.17% 177
2026
Q1 		$692K Sell
8,803
-20,672
-70% -$1.63M 0.17% 203
2025
Q4 		$2.17M Buy
29,475
+3,065
+12% +$226K 0.53% 36
2025
Q3 		$1.97M Buy
26,410
+343
+1% +$26.2K 0.48% 45
2025
Q2 		$2.07M Buy
26,067
+30
+0.1% +$2.31K 0.53% 44
2025
Q1 		$1.83M Buy
26,037
+384
+1% +$29.2K 0.51% 46
2024
Q4 		$1.86M Sell
25,653
-211
-0.8% -$16.3K 0.51% 43
2024
Q3 		$2.21M Sell
25,864
-110
-0.4% -$9.04K 0.59% 38
2024
Q2 		$2.04M Buy
25,974
+2,728
+12% +$222K 0.58% 41
2024
Q1 		$2.05M Buy
23,246
+236
+1% +$19.8K 0.57% 37
2023
Q4 		$1.82M Buy
23,010
+500
+2% +$36.6K 0.6% 42
2023
Q3 		$1.67M Buy
22,510
+6,327
+39% +$502K 0.61% 39
2023
Q2 		$1.31M Buy
16,183
+64
+0.4% +$5.05K 0.46% 60
2023
Q1 		$1.24M Buy
16,119
+127
+0.8% +$9.8K 0.45% 61
2022
Q4 		$1.19M Sell
15,992
-313
-2% -$23.5K 0.45% 60
2022
Q3 		$1.09M Sell
16,305
-12,226
-43% -$923K 0.48% 61
2022
Q2 		$1.99M Buy
28,531
+4,788
+20% +$347K 0.81% 19
2022
Q1 		$1.96M Buy
23,743
+1,830
+8% +$138K 0.7% 21
2021
Q4 		$1.58M Buy
21,913
+7,680
+54% +$561K 0.53% 28
2021
Q3 		$926K Sell
14,233
-132
-0.9% -$9.41K 0.42% 77
2021
Q2 		$1.1M Buy
14,365
+225
+2% +$17.4K 0.49% 46
2021
Q1 		$1.07M Sell
14,140
-2,290
-14% -$165K 0.5% 46
2020
Q4 		$1.14M Buy
+16,430
New +$1.07M 0.57% 34

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

Legacy Wealth Asset Management's CP Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Canadian Pacific Kansas City (CP) stake by 1.1% in Q2 2026, buying an estimated $8.65K and bringing the position to 8,904 shares worth $772K. The position accounts for 0.17% of the portfolio, ranked #177.

Legacy Wealth Asset Management first reported a position in CP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q3 2024. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Legacy Wealth Asset Management held 8,904 shares of Canadian Pacific Kansas City worth $772K as of Q2 2026.
  • Legacy Wealth Asset Management bought 101 Canadian Pacific Kansas City shares in Q2 2026, an estimated $8.65K.
  • Canadian Pacific Kansas City made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #177 holding.
  • Legacy Wealth Asset Management first reported a position in Canadian Pacific Kansas City in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Canadian Pacific Kansas City position peaked at $2.21M in Q3 2024.
  • 984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.