BFIM
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Beese Fulmer Investment Management’s Union Pacific UNP Stock Holding History

Beese Fulmer Investment Management’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
2026
Q1 		$11.7M Buy
48,401
+297
+0.6% +$72.7K 0.75% 42
2025
Q4 		$11.1M Buy
48,104
+263
+0.5% +$60K 0.72% 44
2025
Q3 		$11.3M Buy
47,841
+654
+1% +$147K 0.78% 42
2025
Q2 		$10.9M Buy
47,187
+1,346
+3% +$299K 0.81% 42
2025
Q1 		$10.8M Buy
45,841
+526
+1% +$127K 0.93% 40
2024
Q4 		$10.3M Sell
45,315
-148
-0.3% -$35K 0.88% 43
2024
Q3 		$11.2M Buy
45,463
+220
+0.5% +$53.3K 0.96% 42
2024
Q2 		$10.2M Buy
45,243
+1,551
+4% +$364K 0.93% 44
2024
Q1 		$10.7M Buy
43,692
+1,437
+3% +$354K 1.01% 37
2023
Q4 		$10.4M Buy
42,255
+764
+2% +$168K 1.07% 36
2023
Q3 		$8.45M Sell
41,491
-346
-0.8% -$75.4K 0.95% 40
2023
Q2 		$8.56M Buy
41,837
+130
+0.3% +$25.8K 0.93% 44
2023
Q1 		$8.39M Buy
41,707
+1,173
+3% +$238K 0.96% 44
2022
Q4 		$8.39M Buy
40,534
+1,325
+3% +$272K 1.01% 39
2022
Q3 		$7.64M Buy
39,209
+2,316
+6% +$512K 1.03% 36
2022
Q2 		$7.87M Sell
36,893
-357
-1% -$81.2K 1.01% 35
2022
Q1 		$10.2M Buy
37,250
+569
+2% +$144K 1.1% 30
2021
Q4 		$9.24M Buy
36,681
+678
+2% +$161K 0.96% 36
2021
Q3 		$7.06M Buy
36,003
+641
+2% +$138K 0.79% 44
2021
Q2 		$7.78M Buy
35,362
+740
+2% +$165K 0.88% 40
2021
Q1 		$7.63M Buy
34,622
+1,115
+3% +$234K 0.92% 41
2020
Q4 		$6.98M Buy
33,507
+1,039
+3% +$208K 0.89% 41
2020
Q3 		$6.39M Buy
32,468
+2,576
+9% +$479K 0.91% 38
2020
Q2 		$5.05M Buy
29,892
+12,952
+76% +$2.08M 0.74% 49
2020
Q1 		$2.39M Buy
16,940
+2,480
+17% +$410K 0.42% 72
2019
Q4 		$2.61M Buy
14,460
+333
+2% +$57K 0.37% 78
2019
Q3 		$2.29M Buy
14,127
+2,079
+17% +$350K 0.34% 75
2019
Q2 		$2.04M Buy
12,048
+254
+2% +$43.5K 0.39% 72
2019
Q1 		$1.97M Sell
11,794
-85
-0.7% -$13.7K 0.39% 69
2018
Q4 		$1.64M Buy
11,879
+60
+0.5% +$8.89K 0.37% 73
2018
Q3 		$1.92M Hold
11,819
– – 0.38% 73
2018
Q2 		$1.68M Buy
11,819
+865
+8% +$121K 0.35% 75
2018
Q1 		$1.47M Hold
10,954
– – 0.32% 82
2017
Q4 		$1.47M Hold
10,954
– – 0.31% 82
2017
Q3 		$1.27M Buy
10,954
+1,365
+14% +$146K 0.29% 81
2017
Q2 		$1.04M Hold
9,589
– – 0.25% 88
2017
Q1 		$1.02M Hold
9,589
– – 0.25% 89
2016
Q4 		$994K Sell
9,589
-250
-3% -$24.6K 0.26% 87
2016
Q3 		$960K Buy
9,839
+230
+2% +$21.5K 0.26% 87
2016
Q2 		$838K Buy
9,609
+364
+4% +$30.8K 0.24% 90
2016
Q1 		$732K Buy
9,245
+300
+3% +$23.2K 0.21% 95
2015
Q4 		$699K Buy
8,945
+300
+3% +$25.7K 0.22% 91
2015
Q3 		$764K Buy
8,645
+3,103
+56% +$283K 0.25% 84
2015
Q2 		$529K Buy
+5,542
New +$578K 0.17% 97
2015
Q1 		– Sell
-5,052
Closed -$602K – 144
2014
Q4 		$602K Buy
5,052
+732
+17% +$84K 0.19% 94
2014
Q3 		$468K Hold
4,320
– – 0.15% 108
2014
Q2 		$431K Hold
4,320
– – 0.14% 113
2014
Q1 		$405K Hold
4,320
– – 0.14% 108
2013
Q4 		$363K Hold
4,320
– – 0.13% 110
2013
Q3 		$336K Buy
4,320
+680
+19% +$53.7K 0.13% 111
2013
Q2 		$281K Buy
+3,640
New +$274K 0.12% 116

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beese Fulmer Investment Management's UNP Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Union Pacific (UNP) stake by 0.62% in Q1 2026, buying an estimated $72.7K and bringing the position to 48,401 shares worth $11.7M. The position accounts for 0.75% of the portfolio, ranked #42.

Beese Fulmer Investment Management first reported a position in UNP in Q2 2013 and has held it in 51 quarters since. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Beese Fulmer Investment Management held 48,401 shares of Union Pacific worth $11.7M as of Q1 2026.
  • Beese Fulmer Investment Management bought 297 Union Pacific shares in Q1 2026, an estimated $72.7K.
  • Union Pacific made up 0.75% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #42 holding.
  • Beese Fulmer Investment Management first reported a position in Union Pacific in Q2 2013 and has held it in 51 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.