CP CANADIAN PAC RY LTD

Ownership history in GM Advisory Group, LLC  ·  22 quarters on record

AI Ownership Summary

GM Advisory Group, LLC reported CANADIAN PAC RY LTD (CP) in 22 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows CP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GM Advisory Group, LLC's position in CANADIAN PAC RY LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GM Advisory Group, LLC held CP — position size vs. price
% of Fund (quarterly)    CP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 8,035 0% 0.03% $599K 2025-11-19 $69.32
2025 Q2 REDUCED 8,035 -16 -0.2% 0.03% $637K 2025-08-13 $75.46
2025 Q1 REDUCED 8,051 -193 -2.3% 0.03% $565K 2025-05-14 $80.93
2024 Q4 UNCHANGED 8,244 0% 0.03% $597K 2025-02-11 $77.96
2024 Q3 UNCHANGED 8,244 0% 0.04% $706K 2024-11-12 $76.28
2024 Q2 ADDED 8,244 +16 +0.2% 0.04% $649K 2024-08-12 $76.46
2024 Q1 UNCHANGED 8,228 0% 0.05% $726K 2024-05-09 $81.60
2023 Q4 UNCHANGED 8,228 0% 0.05% $654K 2024-02-12 $83.29
2023 Q3 UNCHANGED 8,228 0% 0.05% $615K 2023-11-14 $69.84
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GM Advisory Group, LLC and CP

These are the practical questions this page is built to answer before you even open the full history table.

How long has GM Advisory Group, LLC reported owning CP?

GM Advisory Group, LLC reported CP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CP position in GM Advisory Group, LLC's portfolio?

The largest reported portfolio weight for CP was 0.05% in 2024 Q1.

What is the latest reported CP position on this page?

The most recent filing on this page is 2025 Q3, when GM Advisory Group, LLC reported 8,035 shares, equal to 0.03% of portfolio, with an estimated market value of $599K.

What does the chart on this CP ownership page compare?

The chart compares GM Advisory Group, LLC's quarterly CP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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