Institute for Wealth Management, LLC.

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1533954 DENVER, CO

Position in CP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,201,169

+$202,970 QoQ

Shares Held

25,403

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#351

of 965 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $7,258,095 across 7 Railroads names. CP ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp	69,282	$3,292,973
2	CP	Canadian Pacific Kansas City Ltd/Cn This page	25,403	$2,201,169
3	UNP	Union Pacific Corp	5,083	$1,382,576
4	WAB	Westinghouse Air Brake Technologies Corp	645	$173,892
5	NSC	Norfolk Southern Corp	487	$153,205
6	CNI	Canadian National Railway Co	450	$53,658
7	TRN	Trinity Industries Inc	18	$622

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,201,169	25,403	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,998,199	25,403	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$1,875,061	25,466	-0.8%	Shares	Sole	2026-01-27
2025-09-30	$1,913,201	25,684	-2.7%	Shares	Sole	2025-10-17
2025-06-30	$2,092,093	26,392	-1.2%	Shares	Sole	2025-07-18
2025-03-31	$1,875,519	26,713	-0.2%	Shares	Sole	2025-04-21
2024-12-31	$1,937,996	26,779	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$2,296,749	26,850	0.0%	Shares	Sole	2024-11-12
2024-06-30	$2,113,900	26,850	-0.4%	Shares	Sole	2024-07-25
2024-03-31	$2,376,622	26,955	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$2,124,579	26,873	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$2,007,284	26,976	-1.0%	Shares	Sole	2023-10-13
2023-06-30	$2,201,951	27,262	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.