Legacy Wealth Asset Management, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1846151 WOODBURY, MN

Position in CP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$771,531

+$79,088 QoQ

Shares Held

8,904

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#498

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $5,570,778 across 4 Railroads names. CP ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNI	Canadian National Railway Co	25,219	$3,007,113
2	CSX	Csx Corp	20,480	$973,414
3	UNP	Union Pacific Corp	3,010	$818,720
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	8,904	$771,531

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,531	8,904	+1.1%	Shares	Sole	2026-07-09
2026-03-31	$692,443	8,803	-70.1%	Shares	Sole	2026-04-08
2025-12-31	$2,170,244	29,475	+11.6%	Shares	Sole	2026-01-12
2025-09-30	$1,967,280	26,410	+1.3%	Shares	Sole	2025-10-14
2025-06-30	$2,066,331	26,067	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$1,828,057	26,037	+1.5%	Shares	Sole	2025-04-09
2024-12-31	$1,856,507	25,653	-0.8%	Shares	Sole	2025-01-15
2024-09-30	$2,212,406	25,864	-0.4%	Shares	Sole	2024-10-23
2024-06-30	$2,044,933	25,974	+11.7%	Shares	Sole	2024-08-14
2024-03-31	$2,049,599	23,246	+1.0%	Shares	Sole	2024-04-19
2023-12-31	$1,819,170	23,010	+2.2%	Shares	Sole	2024-01-10
2023-09-30	$1,674,969	22,510	+39.1%	Shares	Sole	2023-11-01
2023-06-30	$1,307,100	16,183	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.