Beaumont Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $989K | Sell |
3,635
-64
| -2% | -$16.8K | 0.06% | 173 |
|
|
2026
Q1 | $898K | Buy |
3,699
+305
| +9% | +$74.7K | 0.06% | 174 |
|
|
2025
Q4 | $785K | Sell |
3,394
-114
| -3% | -$26K | 0.05% | 180 |
|
|
2025
Q3 | $829K | Sell |
3,508
-136
| -4% | -$30.7K | 0.06% | 179 |
|
|
2025
Q2 | $839K | Sell |
3,644
-450
| -11% | -$99.9K | 0.06% | 168 |
|
|
2025
Q1 | $967K | Buy |
4,094
+27
| +0.7% | +$6.5K | 0.08% | 153 |
|
|
2024
Q4 | $928K | Buy |
4,067
+147
| +4% | +$34.8K | 0.07% | 153 |
|
|
2024
Q3 | $966K | Sell |
3,920
-638
| -14% | -$155K | 0.08% | 147 |
|
|
2024
Q2 | $1.03M | Sell |
4,558
-37
| -0.8% | -$8.67K | 0.08% | 143 |
|
|
2024
Q1 | $1.13M | Buy |
4,595
+45
| +1% | +$11.1K | 0.09% | 132 |
|
|
2023
Q4 | $1.12M | Sell |
4,550
-610
| -12% | -$134K | 0.1% | 129 |
|
|
2023
Q3 | $1.05M | Sell |
5,160
-2
| -0% | -$436 | 0.11% | 118 |
|
|
2023
Q2 | $1.06M | Buy |
5,162
+194
| +4% | +$38.6K | 0.1% | 127 |
|
|
2023
Q1 | $1,000K | Sell |
4,968
-105
| -2% | -$21.3K | 0.1% | 119 |
|
|
2022
Q4 | $1.05M | Sell |
5,073
-996
| -16% | -$204K | 0.11% | 116 |
|
|
2022
Q3 | $1.18M | Sell |
6,069
-50
| -0.8% | -$11.1K | 0.11% | 108 |
|
|
2022
Q2 | $1.3M | Sell |
6,119
-383
| -6% | -$87.1K | 0.12% | 107 |
|
|
2022
Q1 | $1.78M | Sell |
6,502
-37
| -0.6% | -$9.34K | 0.14% | 118 |
|
|
2021
Q4 | $1.65M | Sell |
6,539
-350
| -5% | -$82.9K | 0.12% | 113 |
|
|
2021
Q3 | $1.36M | Sell |
6,889
-670
| -9% | -$145K | 0.1% | 117 |
|
|
2021
Q2 | $1.66M | Buy |
7,559
+11
| +0.1% | +$2.45K | 0.13% | 112 |
|
|
2021
Q1 | $1.66M | Sell |
7,548
-244
| -3% | -$51.2K | 0.14% | 105 |
|
|
2020
Q4 | $1.62M | Buy |
7,792
+1,435
| +23% | +$287K | 0.14% | 105 |
|
|
2020
Q3 | $1.25M | Buy |
6,357
+67
| +1% | +$12.5K | 0.12% | 122 |
|
|
2020
Q2 | $1.06M | Sell |
6,290
-96
| -2% | -$15.4K | 0.11% | 132 |
|
|
2020
Q1 | $901K | Sell |
6,386
-1,387
| -18% | -$229K | 0.11% | 108 |
|
|
2019
Q4 | $1.41M | Buy |
7,773
+347
| +5% | +$59.4K | 0.14% | 108 |
|
|
2019
Q3 | $1.2M | Buy |
7,426
+138
| +2% | +$23.2K | 0.12% | 111 |
|
|
2019
Q2 | $1.23M | Sell |
7,288
-1,378
| -16% | -$236K | 0.13% | 105 |
|
|
2019
Q1 | $1.45M | Buy |
8,666
+1
| +0% | +$161 | 0.16% | 94 |
|
|
2018
Q4 | $1.2M | Sell |
8,665
-28
| -0.3% | -$4.15K | 0.2% | 78 |
|
|
2018
Q3 | $1.42M | Sell |
8,693
-19
| -0.2% | -$2.86K | 0.14% | 83 |
|
|
2018
Q2 | $1.23M | Buy |
8,712
+3
| +0% | +$418 | 0.13% | 85 |
|
|
2018
Q1 | $1.17M | Buy |
8,709
+6,294
| +261% | +$847K | 0.13% | 92 |
|
|
2017
Q4 | $324K | Buy |
2,415
+1
| +0% | +$121 | 0.04% | 144 |
|
|
2017
Q3 | $280K | Buy |
2,414
+30
| +1% | +$3.22K | 0.03% | 149 |
|
|
2017
Q2 | $260K | Sell |
2,384
-199
| -8% | -$21.7K | 0.03% | 157 |
|
|
2017
Q1 | $274K | Buy |
+2,583
| New | +$275K | 0.04% | 154 |
|
Other funds holding UNP
Beaumont Financial Advisors's UNP Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Union Pacific (UNP) stake by 1.7% in Q2 2026, selling an estimated $16.8K and leaving 3,635 shares worth $989K. The position accounts for 0.06% of the portfolio, ranked #173.
Beaumont Financial Advisors first reported a position in UNP in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.78M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Beaumont Financial Advisors held 3,635 shares of Union Pacific worth $989K as of Q2 2026.
- Beaumont Financial Advisors sold 64 Union Pacific shares in Q2 2026, an estimated $16.8K.
- Union Pacific made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #173 holding.
- Beaumont Financial Advisors first reported a position in Union Pacific in Q1 2017 and has held it in 38 quarters since.
- Beaumont Financial Advisors's Union Pacific position peaked at $1.78M in Q1 2022.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.