LMG Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

LMG Wealth Partners’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 Q1	$265K	Hold	3,364	–	–	0.05%	139
2025 Q4	$248K	Buy	3,364 +3	+0.1%	+$221	0.05%	141
2025 Q3	$250K	Hold	3,361	–	–	0.05%	139
2025 Q2	$266K	Hold	3,361	–	–	0.05%	123
2025 Q1	$236K	Hold	3,361	–	–	0.05%	117
2024 Q4	$243K	Hold	3,361	–	–	0.05%	117
2024 Q3	$288K	Hold	3,361	–	–	0.07%	107
2024 Q2	$265K	Hold	3,361	–	–	0.07%	105
2024 Q1	$296K	Hold	3,361	–	–	0.07%	104
2023 Q4	$266K	Hold	3,361	–	–	0.07%	91
2023 Q3	$250K	Hold	3,361	–	–	0.08%	91
2023 Q2	$271K	Hold	3,361	–	–	0.08%	92
2023 Q1	$259K	Buy	3,361 +11	+0.3%	+$849	0.08%	93
2022 Q4	$269K	Buy	+3,350	New	+$252K	0.09%	91

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LMG Wealth Partners's CP Position: Q1 2026 in Review

LMG Wealth Partners held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 3,364 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #139.

LMG Wealth Partners first reported a position in CP in Q4 2022 and has held it in 14 quarters since. The position peaked at $296K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

LMG Wealth Partners held 3,364 shares of Canadian Pacific Kansas City worth $265K as of Q1 2026.
LMG Wealth Partners left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.05% of LMG Wealth Partners's portfolio in Q1 2026, its #139 holding.
LMG Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Canadian Pacific Kansas City position peaked at $296K in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.