Beaird Harris Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1908938
DALLAS, TX
Position in CP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$170,873
+$82,696 QoQ
Shares Held
1,972
+75.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#776
of 965 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $296,075 across 3 Railroads names. CP ranks #1 (57.7% of the industry book) .
All Filings in CP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,873 | 1,972 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $88,177 | 1,121 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $82,539 | 1,121 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $83,503 | 1,121 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $88,861 | 1,121 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $78,705 | 1,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,126 | 1,121 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $95,890 | 1,121 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $88,256 | 1,121 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $98,838 | 1,121 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $88,626 | 1,121 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $83,413 | 1,121 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $90,543 | 1,121 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||