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LMCG Investments’s Union Pacific UNP Stock Holding History

LMCG Investments’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 		$9.62M Buy
35,359
+4,059
+13% +$1.07M 0.52% 69
2026
Q1 		$7.59M Buy
31,300
+1,971
+7% +$483K 0.45% 74
2025
Q4 		$6.78M Sell
29,329
-6,783
-19% -$1.55M 0.39% 82
2025
Q3 		$8.54M Buy
36,112
+5,495
+18% +$1.24M 0.5% 68
2025
Q2 		$7.04M Sell
30,617
-1,823
-6% -$405K 0.44% 78
2025
Q1 		$7.66M Sell
32,440
-470
-1% -$113K 0.51% 70
2024
Q4 		$7.5M Buy
32,910
+13,748
+72% +$3.25M 0.46% 77
2024
Q3 		$4.72M Sell
19,162
-1
-0% -$242 0.28% 102
2024
Q2 		$4.34M Sell
19,163
-973
-5% -$228K 0.25% 105
2024
Q1 		$4.95M Buy
20,136
+64
+0.3% +$15.8K 0.29% 103
2023
Q4 		$4.93M Hold
20,072
– – 0.31% 97
2023
Q3 		$4.09M Sell
20,072
-66
-0.3% -$14.4K 0.28% 102
2023
Q2 		$4.12M Sell
20,138
-1,659
-8% -$330K 0.27% 106
2023
Q1 		$4.39M Buy
21,797
+1
+0% +$203 0.29% 99
2022
Q4 		$4.51M Sell
21,796
-5
-0% -$1.03K 0.31% 93
2022
Q3 		$4.25M Sell
21,801
-34
-0.2% -$7.52K 0.31% 93
2022
Q2 		$4.66M Sell
21,835
-475
-2% -$108K 0.32% 95
2022
Q1 		$6.09M Buy
+22,310
New +$5.63M 0.35% 89
2015
Q3 		$6.45M Sell
72,904
-554
-0.8% -$50.6K 0.14% 271
2015
Q2 		$7.01M Sell
73,458
-17,462
-19% -$1.82M 0.15% 261
2015
Q1 		$9.85M Sell
90,920
-1,377
-1% -$162K 0.21% 200
2014
Q4 		$11M Sell
92,297
-737
-0.8% -$84.6K 0.24% 173
2014
Q3 		$10.1M Sell
93,034
-203
-0.2% -$21K 0.23% 190
2014
Q2 		$9.3M Sell
93,237
-9,117
-9% -$883K 0.2% 209
2014
Q1 		$9.6M Sell
102,354
-424
-0.4% -$37.7K 0.21% 203
2013
Q4 		$8.63M Sell
102,778
-4,324
-4% -$342K 0.18% 216
2013
Q3 		$8.32M Buy
107,102
+10,564
+11% +$835K 0.2% 193
2013
Q2 		$7.45M Buy
+96,538
New +$7.27M 0.2% 179

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LMCG Investments's UNP Position: Q2 2026 in Review

LMCG Investments increased its Union Pacific (UNP) stake by 13% in Q2 2026, buying an estimated $1.07M and bringing the position to 35,359 shares worth $9.62M. The position accounts for 0.52% of the portfolio, ranked #69.

LMCG Investments first reported a position in UNP in Q2 2013 and has held it in 28 quarters since. The position peaked at $11M in Q4 2014. 1,844 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • LMCG Investments held 35,359 shares of Union Pacific worth $9.62M as of Q2 2026.
  • LMCG Investments bought 4,059 Union Pacific shares in Q2 2026, an estimated $1.07M.
  • Union Pacific made up 0.52% of LMCG Investments's portfolio in Q2 2026, its #69 holding.
  • LMCG Investments first reported a position in Union Pacific in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Union Pacific position peaked at $11M in Q4 2014.
  • 1,844 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.