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PBMares Wealth Management’s Union Pacific UNP Stock Holding History

PBMares 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
2025
Q3 		$327K Hold
1,385
– – 0.05% 141
2025
Q2 		$319K Hold
1,385
– – 0.06% 143
2025
Q1 		$327K Sell
1,385
-357
-20% -$85.9K 0.07% 143
2024
Q4 		$397K Hold
1,742
– – 0.08% 129
2024
Q3 		$429K Sell
1,742
-5
-0.3% -$1.21K 0.09% 120
2024
Q2 		$395K Sell
1,747
-102
-6% -$23.9K 0.1% 120
2024
Q1 		$455K Sell
1,849
-129
-7% -$31.7K 0.12% 113
2023
Q4 		$486K Buy
1,978
+6
+0.3% +$1.32K 0.15% 104
2023
Q3 		$402K Buy
1,972
+210
+12% +$45.7K 0.14% 112
2023
Q2 		$361K Buy
1,762
+3
+0.2% +$596 0.13% 123
2023
Q1 		$354K Sell
1,759
-90
-5% -$18.2K 0.13% 123
2022
Q4 		$383K Sell
1,849
-355
-16% -$72.8K 0.16% 112
2022
Q3 		$429K Buy
2,204
+74
+3% +$16.4K 0.19% 98
2022
Q2 		$454K Buy
2,130
+480
+29% +$109K 0.19% 97
2022
Q1 		$451K Buy
1,650
+90
+6% +$22.7K 0.28% 91
2021
Q4 		$393K Sell
1,560
-330
-17% -$78.2K 0.17% 104
2021
Q3 		$371K Hold
1,890
– – 0.18% 106
2021
Q2 		$416K Sell
1,890
-140
-7% -$31.2K 0.23% 95
2021
Q1 		$448K Buy
2,030
+355
+21% +$74.5K 0.37% 80
2020
Q4 		$349K Hold
1,675
– – 0.4% 83
2020
Q3 		$330K Sell
1,675
-60
-3% -$11.2K 0.49% 70
2020
Q2 		$293K Buy
1,735
+1
+0.1% +$160 0.44% 76
2020
Q1 		$245K Buy
1,734
+16
+0.9% +$2.65K 0.39% 83
2019
Q4 		$311K Buy
+1,718
New +$294K 0.37% 83

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

PBMares Wealth Management's UNP Position: Q3 2025 in Review

PBMares Wealth Management held its Union Pacific (UNP) position steady in Q3 2025 at 1,385 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #141.

PBMares Wealth Management first reported a position in UNP in Q4 2019 and has held it in 24 quarters since. The position peaked at $486K in Q4 2023. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • PBMares Wealth Management held 1,385 shares of Union Pacific worth $327K as of Q3 2025.
  • PBMares Wealth Management left its Union Pacific share count unchanged in Q3 2025.
  • Union Pacific made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #141 holding.
  • PBMares Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Union Pacific position peaked at $486K in Q4 2023.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.