VSM Wealth Advisory, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2050660
HUNT VALLEY, MD
Position in CP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$73,652
+$6,791 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#819
of 965 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, 2026VSM Wealth Advisory, LLC holds $656,527 across 3 Railroads names. CP ranks #3 (11.2% of the industry book) .
All Filings in CP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,652 | 850 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $66,861 | 850 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $62,585 | 850 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $63,316 | 850 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $67,379 | 850 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $59,678 | 850 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||