BKM Wealth Management’s Union Pacific UNP Stock Holding History

BKM Wealth 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 Q2	$270K	Hold	992	–	–	0.1%	133
2026 Q1	$241K	Hold	992	–	–	0.09%	139
2025 Q4	$229K	Hold	992	–	–	0.08%	142
2025 Q3	$234K	Hold	992	–	–	0.09%	143
2025 Q2	$228K	Hold	992	–	–	0.09%	149
2025 Q1	$234K	Hold	992	–	–	0.1%	143
2024 Q4	$226K	Hold	992	–	–	0.09%	155
2024 Q3	$245K	Buy	+992	New	+$241K	0.1%	153
2024 Q2	–	Sell	-1,107	Closed	-$272K	–	195
2024 Q1	$272K	Sell	1,107 -6	-0.5%	-$1.48K	0.12%	137
2023 Q4	$273K	Buy	+1,113	New	+$245K	0.12%	137

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BKM Wealth Management's UNP Position: Q2 2026 in Review

BKM Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 992 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #133.

BKM Wealth Management first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $273K in Q4 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

BKM Wealth Management held 992 shares of Union Pacific worth $270K as of Q2 2026.
BKM Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.1% of BKM Wealth Management's portfolio in Q2 2026, its #133 holding.
BKM Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Union Pacific position peaked at $273K in Q4 2023.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.