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VSM Wealth Advisory’s Canadian Pacific Kansas City CP Stock Holding History

VSM Wealth Advisory’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 		$73.7K Hold
850
– – 0.02% 187
2026
Q1 		$66.9K Hold
850
– – 0.02% 189
2025
Q4 		$62.6K Hold
850
– – 0.02% 180
2025
Q3 		$63.3K Hold
850
– – 0.02% 176
2025
Q2 		$67.4K Hold
850
– – 0.02% 182
2025
Q1 		$59.7K Hold
850
– – 0.02% 180
2024
Q4 		$61.5K Buy
+850
New +$65.5K 0.02% 176

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

VSM Wealth Advisory's CP Position: Q2 2026 in Review

VSM Wealth Advisory held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 850 shares worth $73.7K. The position accounts for 0.02% of the portfolio, ranked #187.

VSM Wealth Advisory first reported a position in CP in Q4 2024 and has held it in 7 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • VSM Wealth Advisory held 850 shares of Canadian Pacific Kansas City worth $73.7K as of Q2 2026.
  • VSM Wealth Advisory left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #187 holding.
  • VSM Wealth Advisory first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 7 quarters since.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.