Williams Jones Wealth Management, LLC.

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1788587 New York, NY

Position in CP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,181,083

+$1,618,461 QoQ

Shares Held

140,578

+4.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#195

of 963 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $27,088,448 across 6 Railroads names. CP ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CP	Canadian Pacific Kansas City Ltd/Cn This page	140,578	$12,181,083
2	UNP	Union Pacific Corp	26,310	$7,156,320
3	CNI	Canadian National Railway Co	23,794	$2,837,196
4	CSX	Csx Corp	59,163	$2,812,017
5	NSC	Norfolk Southern Corp	4,519	$1,421,632
6	WAB	Westinghouse Air Brake Technologies Corp	2,523	$680,200

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,181,083	140,578	+4.7%	Shares	Sole	2026-08-05
2026-03-31	$10,562,622	134,282	+4.0%	Shares	Sole	2026-05-05
2025-12-31	$9,507,473	129,125	+30.9%	Shares	Sole	2026-02-13
2025-09-30	$7,349,108	98,659	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$8,000,007	100,921	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$7,054,419	100,476	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$7,275,790	100,536	-27.4%	Shares	Sole	2025-02-14
2024-09-30	$11,845,237	138,476	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$10,828,366	137,538	-13.0%	Shares	Sole	2024-08-05
2024-03-31	$13,945,937	158,171	+39.8%	Shares	Sole	2024-05-07
2023-12-31	$8,948,010	113,180	-2.0%	Shares	Sole	2024-02-14
2023-09-30	$8,595,619	115,517	+4.7%	Shares	Sole	2023-11-14
2023-06-30	$8,910,707	110,322	+2.0%	Shares	Sole	2023-08-14
2023-03-31	$8,321,445	108,155	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.