Letson Investment Management’s Canadian National Railway CNI Stock Holding History

Letson Investment Management’s Portfolio CNI Stock Details CNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16M	Sell	43,265 -52	-0.1%	-$5.92K	1.89%	16
2026 Q1	$4.45M	Sell	43,317 -117	-0.3%	-$12.1K	1.71%	18
2025 Q4	$4.29M	Sell	43,434 -436	-1%	-$41.9K	1.57%	22
2025 Q3	$4.14M	Sell	43,870 -106	-0.2%	-$10.2K	1.48%	22
2025 Q2	$4.58M	Sell	43,976 -363	-0.8%	-$36.9K	1.81%	18
2025 Q1	$4.32M	Sell	44,339 -1,690	-4%	-$171K	1.74%	19
2024 Q4	$4.67M	Sell	46,029 -5,601	-11%	-$613K	1.89%	19
2024 Q3	$6.05M	Sell	51,630 -6,427	-11%	-$749K	2.38%	13
2024 Q2	$6.86M	Buy	58,057 +4	+0%	+$501	3.04%	8
2024 Q1	$7.65M	Buy	58,053 +3,177	+6%	+$406K	3.23%	6
2023 Q4	$6.89M	Buy	+54,876	New	+$6.22M	3.2%	7

Other funds holding CNI

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Letson Investment Management's CNI Position: Q2 2026 in Review

Letson Investment Management reduced its Canadian National Railway (CNI) stake by 0.12% in Q2 2026, selling an estimated $5.92K and leaving 43,265 shares worth $5.16M. The position accounts for 1.89% of the portfolio, ranked #16.

Letson Investment Management first reported a position in CNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.65M in Q1 2024. 846 funds tracked by Wall St. Rank hold CNI as of Q2 2026.

Letson Investment Management held 43,265 shares of Canadian National Railway worth $5.16M as of Q2 2026.
Letson Investment Management sold 52 Canadian National Railway shares in Q2 2026, an estimated $5.92K.
Canadian National Railway made up 1.89% of Letson Investment Management's portfolio in Q2 2026, its #16 holding.
Letson Investment Management first reported a position in Canadian National Railway in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's Canadian National Railway position peaked at $7.65M in Q1 2024.
846 funds tracked by Wall St. Rank held Canadian National Railway as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.