Private Wealth Management Group, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2011342
PRINCETON, NJ
Position in CP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,191
+$663 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#920
of 963 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $141,614 across 6 Railroads names. CP ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
909 | $43,204 | |
| 2 | WAB |
Westinghouse Air Brake Technologies Corp
|
146 | $39,361 | |
| 3 | UNP |
Union Pacific Corp
|
98 | $26,656 | |
| 4 | NSC |
Norfolk Southern Corp
|
70 | $22,021 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
83 | $7,191 | |
| 6 | TRN |
Trinity Industries Inc
|
92 | $3,181 |
All Filings in CP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,191 | 83 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,528 | 83 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,111 | 83 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,182 | 83 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,579 | 83 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,827 | 83 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,006 | 83 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,099 | 83 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,534 | 83 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,483 | 255 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,160 | 255 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||