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Lorne Steinberg Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Lorne Steinberg Wealth 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 		$13.5M Buy
155,599
+12,539
+9% +$1.07M 2.77% 9
2026
Q1 		$11.3M Buy
143,060
+32,169
+29% +$2.54M 2.67% 10
2025
Q4 		$8.18M Buy
110,891
+1,980
+2% +$146K 1.88% 24
2025
Q3 		$8.11M Buy
108,911
+10,140
+10% +$775K 1.95% 23
2025
Q2 		$7.85M Buy
98,771
+7,425
+8% +$571K 2.05% 20
2025
Q1 		$6.42M Buy
91,346
+1,400
+2% +$107K 1.87% 23
2024
Q4 		$6.51M Buy
89,946
+11,035
+14% +$850K 1.89% 24
2024
Q3 		$6.75M Buy
78,911
+67
+0.1% +$5.51K 1.95% 21
2024
Q2 		$6.21M Sell
78,844
-689
-0.9% -$56.1K 2% 20
2024
Q1 		$7.01M Buy
79,533
+1,374
+2% +$115K 2.19% 19
2023
Q4 		$6.19M Buy
78,159
+8,575
+12% +$628K 2.08% 19
2023
Q3 		$5.2M Buy
69,584
+4,380
+7% +$347K 2% 22
2023
Q2 		$5.27M Buy
65,204
+865
+1% +$68.3K 1.98% 22
2023
Q1 		$4.95M Buy
64,339
+2,725
+4% +$210K 1.98% 23
2022
Q4 		$4.59M Buy
61,614
+3,289
+6% +$247K 1.97% 20
2022
Q3 		$3.92M Buy
58,325
+2,129
+4% +$161K 1.91% 22
2022
Q2 		$3.93M Buy
56,196
+23,846
+74% +$1.73M 1.85% 25
2022
Q1 		$2.67M Buy
32,350
+6,380
+25% +$480K 1.23% 37
2021
Q4 		$1.86M Buy
+25,970
New +$1.9M 0.8% 42

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

Lorne Steinberg Wealth Management's CP Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 8.8% in Q2 2026, buying an estimated $1.07M and bringing the position to 155,599 shares worth $13.5M. The position accounts for 2.77% of the portfolio, ranked #9.

Lorne Steinberg Wealth Management first reported a position in CP in Q4 2021 and has held it in 19 quarters since. 979 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Lorne Steinberg Wealth Management held 155,599 shares of Canadian Pacific Kansas City worth $13.5M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 12,539 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.07M.
  • Canadian Pacific Kansas City made up 2.77% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Lorne Steinberg Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
  • 979 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.