LMG Wealth Partners, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1965772
SHREVEPORT, LA
Position in CP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,230
+$26,618 QoQ
Shares Held
3,361
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#682
of 962 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, 2026LMG Wealth Partners, LLC holds $666,764 across 2 Railroads names. CP ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
7,901 | $375,534 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,361 | $291,230 |
All Filings in CP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,230 | 3,361 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $264,612 | 3,364 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $247,691 | 3,364 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $250,360 | 3,361 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $266,426 | 3,361 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $235,975 | 3,361 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $243,235 | 3,361 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $287,499 | 3,361 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $264,611 | 3,361 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $296,339 | 3,361 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $265,720 | 3,361 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $250,092 | 3,361 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $271,467 | 3,361 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||