Institute for Wealth Management, LLC.
Position in WAB — Westinghouse Air Brake Technologies Corp
CIK 1533954
DENVER, CO
Position in WAB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$173,892
-$39,396 QoQ
Shares Held
645
-42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#829
of 1,184 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAB Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $7,258,095 across 7 Railroads names. WAB ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
69,282 | $3,292,973 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
25,403 | $2,201,169 | |
| 3 | UNP |
Union Pacific Corp
|
5,083 | $1,382,576 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
This page
|
645 | $173,892 | |
| 5 | NSC |
Norfolk Southern Corp
|
487 | $153,205 | |
| 6 | CNI |
Canadian National Railway Co
|
450 | $53,658 | |
| 7 | TRN |
Trinity Industries Inc
|
18 | $622 |
All Filings in WAB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,892 | 645 | Shares | Sole | 2026-07-28 | |
| 2024-12-31 | $213,288 | 1,125 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||