LWM Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

LWM Advisory Services’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
2025 Q4	–	Sell	-5,993	Closed	-$447K	–	90
2025 Q3	$447K	Hold	5,993	–	–	0.26%	60
2025 Q2	$475K	Hold	5,993	–	–	0.33%	56
2025 Q1	$421K	Buy	+5,993	New	+$456K	0.29%	65
2024 Q4	–	Sell	-4,157	Closed	-$356K	–	97
2024 Q3	$356K	Buy	4,157 +992	+31%	+$81.6K	0.26%	70
2024 Q2	$249K	Sell	3,165 -90	-3%	-$7.32K	0.21%	72
2024 Q1	$287K	Buy	+3,255	New	+$273K	0.23%	75

Other funds holding CP

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LWM Advisory Services's CP Position: Q4 2025 in Review

LWM Advisory Services sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 5,993 shares — an estimated $447K sold.

LWM Advisory Services first reported a position in CP in Q1 2024 and held it in 6 quarters. The position peaked at $475K in Q2 2025. 966 funds tracked by Wall St. Rank hold CP as of Q4 2025.

LWM Advisory Services reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 5,993 Canadian Pacific Kansas City shares in Q4 2025, an estimated $447K.
LWM Advisory Services first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 6 quarters.
LWM Advisory Services's Canadian Pacific Kansas City position peaked at $475K in Q2 2025.
966 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.