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LJI Wealth Management’s Union Pacific UNP Stock Holding History

LJI 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 		$535K Hold
1,968
– – 0.08% 106
2026
Q1 		$477K Hold
1,968
– – 0.08% 109
2025
Q4 		$455K Hold
1,968
– – 0.07% 113
2025
Q3 		$465K Hold
1,968
– – 0.08% 92
2025
Q2 		$453K Sell
1,968
-168
-8% -$37.3K 0.08% 103
2025
Q1 		$505K Hold
2,136
– – 0.1% 85
2024
Q4 		$487K Sell
2,136
-68
-3% -$16.1K 0.1% 88
2024
Q3 		$543K Buy
2,204
+68
+3% +$16.5K 0.11% 95
2024
Q2 		$483K Hold
2,136
– – 0.11% 100
2024
Q1 		$525K Sell
2,136
-96
-4% -$23.6K 0.14% 77
2023
Q4 		$548K Sell
2,232
-6
-0.3% -$1.32K 0.14% 83
2023
Q3 		$456K Sell
2,238
-94
-4% -$20.5K 0.13% 84
2023
Q2 		$477K Hold
2,332
– – 0.14% 79
2023
Q1 		$469K Hold
2,332
– – 0.15% 76
2022
Q4 		$483K Buy
+2,332
New +$478K 0.17% 68

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

LJI Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 1,968 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #106.

LJI Wealth Management first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $548K in Q4 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • LJI Wealth Management held 1,968 shares of Union Pacific worth $535K as of Q2 2026.
  • LJI Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.08% of LJI Wealth Management's portfolio in Q2 2026, its #106 holding.
  • LJI Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Union Pacific position peaked at $548K in Q4 2023.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.