Lewis Asset Management’s Union Pacific UNP Stock Holding History

Lewis Asset 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	$355K	Buy	1,306 +420	+47%	+$110K	0.12%	158
2026 Q1	$215K	Hold	886	–	–	0.09%	185
2025 Q4	$205K	Sell	886 -210	-19%	-$47.9K	0.08%	178
2025 Q3	$259K	Hold	1,096	–	–	0.11%	164
2025 Q2	$252K	Buy	+1,096	New	+$243K	0.12%	156

Other funds holding UNP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Lewis Asset Management's UNP Position: Q2 2026 in Review

Lewis Asset Management increased its Union Pacific (UNP) stake by 47% in Q2 2026, buying an estimated $110K and bringing the position to 1,306 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #158.

Lewis Asset Management first reported a position in UNP in Q2 2025 and has held it in 5 quarters since. 1,330 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Lewis Asset Management held 1,306 shares of Union Pacific worth $355K as of Q2 2026.
Lewis Asset Management bought 420 Union Pacific shares in Q2 2026, an estimated $110K.
Union Pacific made up 0.12% of Lewis Asset Management's portfolio in Q2 2026, its #158 holding.
Lewis Asset Management first reported a position in Union Pacific in Q2 2025 and has held it in 5 quarters since.
1,330 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.