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 Q3	$214K	Sell	2,511 -850	-25%	-$77.1K	0.03%	163
2026 Q2	$291K	Sell	3,361 -3	-0.1%	-$257	0.05%	144
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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

LMG Wealth Partners's CP Position: Q3 2026 in Review

LMG Wealth Partners reduced its Canadian Pacific Kansas City (CP) stake by 25% in Q3 2026, selling an estimated $77.1K and leaving 2,511 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #163.

LMG Wealth Partners first reported a position in CP in Q4 2022 and has held it in 16 quarters since. The position peaked at $296K in Q1 2024. 504 funds tracked by Wall St. Rank hold CP as of Q3 2026.

LMG Wealth Partners held 2,511 shares of Canadian Pacific Kansas City worth $214K as of Q3 2026.
LMG Wealth Partners sold 850 Canadian Pacific Kansas City shares in Q3 2026, an estimated $77.1K.
Canadian Pacific Kansas City made up 0.03% of LMG Wealth Partners's portfolio in Q3 2026, its #163 holding.
LMG Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 16 quarters since.
LMG Wealth Partners's Canadian Pacific Kansas City position peaked at $296K in Q1 2024.
504 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.