Position in CP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$250,591
+$15,477 QoQ
Shares Held
2,892
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#712
of 962 holders
Holding Since
Jun 2023
12 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, 2026SMART Wealth LLC holds $904,207 across 2 Railroads names. CP ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
2,403 | $653,616 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
2,892 | $250,591 |
All Filings in CP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,591 | 2,892 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $235,114 | 2,989 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $215,956 | 2,933 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $232,498 | 2,933 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $203,889 | 2,904 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $208,715 | 2,884 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $246,697 | 2,884 | Shares | Sole | 2024-12-16 | |
| 2024-06-30 | $227,057 | 2,884 | Shares | Sole | 2024-12-16 | |
| 2024-03-31 | $254,282 | 2,884 | Shares | Sole | 2024-12-16 | |
| 2023-12-31 | $228,009 | 2,884 | Shares | Sole | 2024-12-16 | |
| 2023-09-30 | $214,598 | 2,884 | Shares | Sole | 2024-12-16 | |
| 2023-06-30 | $232,940 | 2,884 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||