CM Wealth Advisors’s Union Pacific UNP Stock Holding History

CM Wealth Advisors’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	$439K	Sell	1,810 -87	-5%	-$21.3K	0.09%	92
2025 Q4	$439K	Buy	+1,897	New	+$433K	0.1%	85
2024 Q2	–	Sell	-1,664	Closed	-$403K	–	173
2024 Q1	$403K	Buy	+1,664	New	+$409K	0.12%	99
2023 Q3	–	Sell	-1,125	Closed	-$262K	–	168
2023 Q2	$262K	Sell	1,125 -5,358	-83%	-$1.07M	0.09%	123
2023 Q1	$1.24M	Buy	+6,483	New	+$1.31M	0.24%	116

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

CM Wealth Advisors's UNP Position: Q1 2026 in Review

CM Wealth Advisors reduced its Union Pacific (UNP) stake by 4.6% in Q1 2026, selling an estimated $21.3K and leaving 1,810 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #92.

CM Wealth Advisors first reported a position in UNP in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.24M in Q1 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

CM Wealth Advisors held 1,810 shares of Union Pacific worth $439K as of Q1 2026.
CM Wealth Advisors sold 87 Union Pacific shares in Q1 2026, an estimated $21.3K.
Union Pacific made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #92 holding.
CM Wealth Advisors first reported a position in Union Pacific in Q1 2023 and has held it in 5 quarters since.
CM Wealth Advisors's Union Pacific position peaked at $1.24M in Q1 2023.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.