Bank of Montreal’s Union Pacific UNP Stock Holding History

Bank of Montreal’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,000	Closed	-$1.48M	–	4346
2023 Q4	$1.48M	Buy	+6,000	New	+$1.32M	﹤0.01%	1844
2022 Q2	–	Sell	-124,100	Closed	-$34.3M	–	4468
2022 Q1	$34.3M	Buy	+124,100	New	+$31.3M	0.02%	590
2021 Q2	–	Sell	-7,700	Closed	-$1.7M	–	4890
2021 Q1	$1.7M	Buy	+7,700	New	+$1.62M	﹤0.01%	1868
2019 Q4	–	Sell	-17,200	Closed	-$2.79M	–	5015
2019 Q3	$2.79M	Buy	+17,200	New	+$2.89M	﹤0.01%	1467
2019 Q2	–	Sell	-31,500	Closed	-$5.27M	–	5071
2019 Q1	$5.27M	Buy	31,500 +30,700	+3,838%	+$4.94M	﹤0.01%	1136
2018 Q4	$111K	Buy	+800	New	+$119K	﹤0.01%	2905
2018 Q1	–	Sell	-17,700	Closed	-$2.37M	–	4342
2017 Q4	$2.37M	Hold	17,700	–	–	﹤0.01%	1507
2017 Q3	$2.05M	Hold	17,700	–	–	﹤0.01%	1605
2017 Q2	$1.93M	Sell	17,700 -5,000	-22%	-$545K	﹤0.01%	1642
2017 Q1	$2.4M	Buy	+22,700	New	+$2.42M	﹤0.01%	1429
2013 Q4	–	Sell	-10,000	Closed	-$777K	–	3933
2013 Q3	$777K	Hold	10,000	–	–	﹤0.01%	1574
2013 Q2	$771K	Buy	+10,000	New	+$754K	﹤0.01%	1519

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of Montreal's UNP Position: Q1 2026 in Review

Bank of Montreal reduced its Union Pacific (UNP) stake by 11% in Q1 2026, selling an estimated $28.8M and leaving 932,922 shares worth $226M. The position accounts for 0.08% of the portfolio, ranked #192.

Bank of Montreal first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $514M in Q3 2014. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Bank of Montreal held 932,922 shares of Union Pacific worth $226M as of Q1 2026.
Bank of Montreal sold 117,754 Union Pacific shares in Q1 2026, an estimated $28.8M.
Union Pacific made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #192 holding.
Bank of Montreal first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Union Pacific position peaked at $514M in Q3 2014.
2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.