SEC 13F Intelligence

Tower View Wealth Management LLC / CP

Tower View Wealth Management LLC’s Canadian Pacific Kansas City Position

Does Tower View Wealth Management LLC own Canadian Pacific Kansas City (CP)? Not currently — the last reported position was 26.3K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
26.3K
% of Portfolio
+1.01%
Quarters Held
7
position exited

Position History CP

Reported value by quarter
Q2 ’23: $4,034Q2 ’23Q3 ’23: $3,711Q3 ’23Q4 ’23: $3,985Q4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202426.3K$2M+1.01%
Q3 202451.5K$4M+2.41%
Q2 202451.4K$4M+2.32%
Q1 202451.2K$5M+2.64%
Q4 202350.4K$3,985+2.47%
Q3 202349.9K$3,711+2.61%
Q2 202349.9K$4,034+2.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of CP.