Obermeyer Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $369K | Hold |
4,692
| – | – | 0.02% | 204 |
|
|
2025
Q4 | $345K | Sell |
4,692
-34
| -0.7% | -$2.5K | 0.02% | 218 |
|
|
2025
Q3 | $352K | Hold |
4,726
| – | – | 0.02% | 210 |
|
|
2025
Q2 | $375K | Buy |
+4,726
| New | +$364K | 0.02% | 190 |
|
|
2024
Q1 | – | Sell |
-2,543
| Closed | -$201K | – | 255 |
|
|
2023
Q4 | $201K | Buy |
+2,543
| New | +$186K | 0.01% | 211 |
|
|
2023
Q3 | – | Sell |
-2,543
| Closed | -$205K | – | 218 |
|
|
2023
Q2 | $205K | Sell |
2,543
-302
| -11% | -$23.8K | 0.01% | 201 |
|
|
2023
Q1 | $219K | Hold |
2,845
| – | – | 0.02% | 199 |
|
|
2022
Q4 | $212K | Sell |
2,845
-2,560
| -47% | -$193K | 0.02% | 208 |
|
|
2022
Q3 | $361K | Hold |
5,405
| – | – | 0.03% | 134 |
|
|
2022
Q2 | $377K | Hold |
5,405
| – | – | 0.03% | 128 |
|
|
2022
Q1 | $446K | Buy |
5,405
+200
| +4% | +$15K | 0.03% | 131 |
|
|
2021
Q4 | $374K | Hold |
5,205
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $339K | Hold |
5,205
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $400K | Hold |
5,205
| – | – | 0.02% | 138 |
|
|
2021
Q1 | $395K | Hold |
5,205
| – | – | 0.02% | 139 |
|
|
2020
Q4 | $361K | Sell |
5,205
-765
| -13% | -$49.8K | 0.02% | 103 |
|
|
2020
Q3 | $363K | Hold |
5,970
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $305K | Hold |
5,970
| – | – | 0.03% | 105 |
|
|
2020
Q1 | $262K | Hold |
5,970
| – | – | 0.03% | 101 |
|
|
2019
Q4 | $304K | Hold |
5,970
| – | – | 0.03% | 103 |
|
|
2019
Q3 | $266K | Sell |
5,970
-1,500
| -20% | -$70.6K | 0.02% | 106 |
|
|
2019
Q2 | $351K | Hold |
7,470
| – | – | 0.03% | 93 |
|
|
2019
Q1 | $308K | Hold |
7,470
| – | – | 0.03% | 94 |
|
|
2018
Q4 | $265K | Hold |
7,470
| – | – | 0.03% | 97 |
|
|
2018
Q3 | $317K | Hold |
7,470
| – | – | 0.03% | 92 |
|
|
2018
Q2 | $273K | Sell |
7,470
-1,530
| -17% | -$56.3K | 0.02% | 93 |
|
|
2018
Q1 | $318K | Hold |
9,000
| – | – | 0.03% | 88 |
|
|
2017
Q4 | $329K | Hold |
9,000
| – | – | 0.03% | 94 |
|
|
2017
Q3 | $302K | Hold |
9,000
| – | – | 0.03% | 96 |
|
|
2017
Q2 | $289K | Hold |
9,000
| – | – | 0.03% | 99 |
|
|
2017
Q1 | $264K | Hold |
9,000
| – | – | 0.02% | 111 |
|
|
2016
Q4 | $257K | Hold |
9,000
| – | – | 0.02% | 114 |
|
|
2016
Q3 | $275K | Hold |
9,000
| – | – | 0.03% | 106 |
|
|
2016
Q2 | $232K | Hold |
9,000
| – | – | 0.02% | 117 |
|
|
2016
Q1 | $239K | Hold |
9,000
| – | – | 0.02% | 108 |
|
|
2015
Q4 | $230K | Hold |
9,000
| – | – | 0.02% | 106 |
|
|
2015
Q3 | $258K | Hold |
9,000
| – | – | 0.03% | 103 |
|
|
2015
Q2 | $288K | Sell |
9,000
-1,500
| -14% | -$53.5K | 0.02% | 107 |
|
|
2015
Q1 | $384K | Sell |
10,500
-1,000
| -9% | -$36.9K | 0.03% | 101 |
|
|
2014
Q4 | $443K | Buy |
+11,500
| New | +$455K | 0.04% | 99 |
|
Other funds holding CP
VCM
Obermeyer Wealth Partners's CP Position: Q1 2026 in Review
Obermeyer Wealth Partners held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 4,692 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #204.
Obermeyer Wealth Partners first reported a position in CP in Q4 2014 and has held it in 40 quarters since. The position peaked at $446K in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.
- Obermeyer Wealth Partners held 4,692 shares of Canadian Pacific Kansas City worth $369K as of Q1 2026.
- Obermeyer Wealth Partners left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
- Canadian Pacific Kansas City made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #204 holding.
- Obermeyer Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2014 and has held it in 40 quarters since.
- Obermeyer Wealth Partners's Canadian Pacific Kansas City position peaked at $446K in Q1 2022.
- 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.