HB Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1911253
Atlanta, GA
Position in CP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$763,473
+$127,586 QoQ
Shares Held
8,811
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 962 holders
Holding Since
Mar 2025
6 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, 2026HB Wealth Management, LLC holds $32,801,140 across 6 Railroads names. CP ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
60,170 | $16,366,240 | |
| 2 | NSC |
Norfolk Southern Corp
|
24,634 | $7,749,610 | |
| 3 | CSX |
Csx Corp
|
103,752 | $4,931,332 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
8,106 | $2,185,377 | |
| 5 | CNI |
Canadian National Railway Co
|
6,752 | $805,108 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
8,811 | $763,473 |
All Filings in CP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,473 | 8,811 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $635,887 | 8,084 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $622,468 | 8,454 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $573,424 | 7,698 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $556,475 | 7,020 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $380,608 | 5,421 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||