Mattern Wealth Management LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1802376
LAWRENCE, KS
Position in CP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$225,203
+$20,766 QoQ
Shares Held
2,599
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#740
of 963 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Mattern Wealth Management LLC holds $2,280,046 across 4 Railroads names. CP ranks #4 (9.9% of the industry book) .
All Filings in CP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,203 | 2,599 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $204,437 | 2,599 | Shares | Sole | 2026-04-23 | |
| 2025-06-30 | $207,608 | 2,619 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $232,583 | 2,719 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $214,066 | 2,719 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $239,734 | 2,719 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $223,265 | 2,824 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $210,133 | 2,824 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $228,094 | 2,824 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||