LMKC
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L.M. Kohn & Company’s Union Pacific UNP Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$473K Sell
2,000
-2,674
-57% -$603K 0.57% 51
2025
Q2 		$1.08M Sell
4,674
-220
-4% -$48.8K 0.29% 65
2025
Q1 		$1.16M Sell
4,894
-76
-2% -$18.3K 0.3% 60
2024
Q4 		$1.13M Buy
4,970
+55
+1% +$13K 0.29% 64
2024
Q3 		$1.21M Buy
4,915
+202
+4% +$49K 0.31% 65
2024
Q2 		$1.07M Sell
4,713
-63
-1% -$14.8K 0.29% 66
2024
Q1 		$1.17M Sell
4,776
-19
-0.4% -$4.68K 0.33% 57
2023
Q4 		$1.18M Buy
4,795
+610
+15% +$134K 0.38% 56
2023
Q3 		$852K Hold
4,185
– – 0.31% 71
2023
Q2 		$856K Buy
4,185
+720
+21% +$143K 0.32% 73
2023
Q1 		$697K Sell
3,465
-129
-4% -$26.1K 0.29% 80
2022
Q4 		$744K Sell
3,594
-76
-2% -$15.6K 0.35% 69
2022
Q3 		$716K Buy
3,670
+15
+0.4% +$3.32K 0.35% 70
2022
Q2 		$780K Buy
3,655
+160
+5% +$36.4K 0.36% 70
2022
Q1 		$955K Buy
+3,495
New +$882K 0.37% 65

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

L.M. Kohn & Company's UNP Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Union Pacific (UNP) stake by 57% in Q3 2025, selling an estimated $603K and leaving 2,000 shares worth $473K. The position accounts for 0.57% of the portfolio, ranked #51.

L.M. Kohn & Company first reported a position in UNP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • L.M. Kohn & Company held 2,000 shares of Union Pacific worth $473K as of Q3 2025.
  • L.M. Kohn & Company sold 2,674 Union Pacific shares in Q3 2025, an estimated $603K.
  • Union Pacific made up 0.57% of L.M. Kohn & Company's portfolio in Q3 2025, its #51 holding.
  • L.M. Kohn & Company first reported a position in Union Pacific in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Union Pacific position peaked at $1.21M in Q3 2024.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.