Smith Salley Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9M | Buy |
73,626
+2,294
| +3% | +$562K | 0.9% | 33 |
|
|
2025
Q4 | $16.5M | Sell |
71,332
-8,066
| -10% | -$1.84M | 0.82% | 36 |
|
|
2025
Q3 | $18.8M | Buy |
79,398
+1,880
| +2% | +$424K | 0.97% | 30 |
|
|
2025
Q2 | $17.8M | Buy |
77,518
+2,127
| +3% | +$472K | 1.03% | 32 |
|
|
2025
Q1 | $17.8M | Buy |
75,391
+1,346
| +2% | +$324K | 1.17% | 28 |
|
|
2024
Q4 | $16.9M | Buy |
74,045
+544
| +0.7% | +$129K | 1.08% | 31 |
|
|
2024
Q3 | $18.1M | Sell |
73,501
-1,230
| -2% | -$298K | 1.18% | 30 |
|
|
2024
Q2 | $16.9M | Buy |
74,731
+4,043
| +6% | +$948K | 1.21% | 29 |
|
|
2024
Q1 | $17.4M | Sell |
70,688
-8,508
| -11% | -$2.09M | 1.35% | 25 |
|
|
2023
Q4 | $19.5M | Buy |
79,196
+2,588
| +3% | +$569K | 1.26% | 29 |
|
|
2023
Q3 | $15.6M | Buy |
76,608
+3,175
| +4% | +$691K | 1.16% | 31 |
|
|
2023
Q2 | $15M | Sell |
73,433
-170
| -0.2% | -$33.8K | 1.11% | 34 |
|
|
2023
Q1 | $14.8M | Buy |
73,603
+1,628
| +2% | +$330K | 1.18% | 31 |
|
|
2022
Q4 | $14.9M | Buy |
71,975
+38
| +0.1% | +$7.79K | 1.27% | 27 |
|
|
2022
Q3 | $14M | Sell |
71,937
-573
| -0.8% | -$127K | 1.3% | 28 |
|
|
2022
Q2 | $15.5M | Buy |
72,510
+4,124
| +6% | +$938K | 1.34% | 25 |
|
|
2022
Q1 | $18.7M | Buy |
68,386
+1,158
| +2% | +$292K | 1.41% | 22 |
|
|
2021
Q4 | $16.9M | Buy |
67,228
+178
| +0.3% | +$42.2K | 1.2% | 32 |
|
|
2021
Q3 | $13.1M | Buy |
67,050
+975
| +1% | +$211K | 1.03% | 35 |
|
|
2021
Q2 | $14.5M | Buy |
66,075
+671
| +1% | +$149K | 1.18% | 33 |
|
|
2021
Q1 | $14.4M | Buy |
65,404
+2,252
| +4% | +$473K | 1.29% | 30 |
|
|
2020
Q4 | $13.1M | Buy |
63,152
+3,063
| +5% | +$612K | 1.33% | 28 |
|
|
2020
Q3 | $11.8M | Buy |
60,089
+450
| +0.8% | +$83.6K | 1.43% | 22 |
|
|
2020
Q2 | $10.1M | Buy |
59,639
+2,555
| +4% | +$409K | 1.35% | 27 |
|
|
2020
Q1 | $8.05M | Buy |
57,084
+1,164
| +2% | +$192K | 1.34% | 27 |
|
|
2019
Q4 | $10.1M | Sell |
55,920
-172
| -0.3% | -$29.4K | 1.33% | 28 |
|
|
2019
Q3 | $9.09M | Buy |
56,092
+2,193
| +4% | +$369K | 1.29% | 32 |
|
|
2019
Q2 | $9.12M | Buy |
53,899
+2,188
| +4% | +$375K | 1.37% | 29 |
|
|
2019
Q1 | $8.65M | Sell |
51,711
-13,103
| -20% | -$2.11M | 1.39% | 26 |
|
|
2018
Q4 | $8.96M | Buy |
64,814
+1,858
| +3% | +$275K | 1.65% | 15 |
|
|
2018
Q3 | $10.3M | Buy |
62,956
+2,330
| +4% | +$351K | 1.62% | 18 |
|
|
2018
Q2 | $8.59M | Buy |
60,626
+2,675
| +5% | +$373K | 1.47% | 23 |
|
|
2018
Q1 | $7.79M | Buy |
57,951
+2,298
| +4% | +$309K | 1.4% | 24 |
|
|
2017
Q4 | $7.46M | Buy |
55,653
+1,425
| +3% | +$172K | 1.34% | 21 |
|
|
2017
Q3 | $6.29M | Buy |
54,228
+972
| +2% | +$104K | 1.2% | 29 |
|
|
2017
Q2 | $5.8M | Buy |
53,256
+910
| +2% | +$99.2K | 1.17% | 31 |
|
|
2017
Q1 | $5.54M | Buy |
52,346
+45,842
| +705% | +$4.89M | 1.14% | 33 |
|
|
2016
Q4 | $674K | Buy |
6,504
+1,957
| +43% | +$192K | 0.14% | 103 |
|
|
2016
Q3 | $443K | Buy |
4,547
+1,279
| +39% | +$120K | 0.1% | 114 |
|
|
2016
Q2 | $285K | Sell |
3,268
-451
| -12% | -$38.1K | 0.07% | 130 |
|
|
2016
Q1 | $296K | Buy |
3,719
+67
| +2% | +$5.18K | 0.07% | 125 |
|
|
2015
Q4 | $286K | Buy |
3,652
+289
| +9% | +$24.8K | 0.07% | 128 |
|
|
2015
Q3 | $297K | Buy |
3,363
+381
| +13% | +$34.8K | 0.08% | 126 |
|
|
2015
Q2 | $284K | Hold |
2,982
| – | – | 0.07% | 132 |
|
|
2015
Q1 | $323K | Sell |
2,982
-81
| -3% | -$9.51K | 0.08% | 133 |
|
|
2014
Q4 | $365K | Sell |
3,063
-19
| -0.6% | -$2.18K | 0.09% | 131 |
|
|
2014
Q3 | $334K | Buy |
3,082
+18
| +0.6% | +$1.86K | 0.09% | 143 |
|
|
2014
Q2 | $306K | Buy |
3,064
+102
| +3% | +$9.88K | 0.08% | 153 |
|
|
2014
Q1 | $278K | Hold |
2,962
| – | – | 0.17% | 93 |
|
|
2013
Q4 | $249K | Buy |
2,962
+42
| +1% | +$3.33K | 0.16% | 90 |
|
|
2013
Q3 | $227K | Hold |
2,920
| – | – | 0.18% | 75 |
|
|
2013
Q2 | $225K | Buy |
+2,920
| New | +$220K | 0.18% | 84 |
|
Other funds holding UNP
VCM
VPM
Smith Salley Wealth Management's UNP Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Union Pacific (UNP) stake by 3.2% in Q1 2026, buying an estimated $562K and bringing the position to 73,626 shares worth $17.9M. The position accounts for 0.9% of the portfolio, ranked #33.
Smith Salley Wealth Management first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.5M in Q4 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- Smith Salley Wealth Management held 73,626 shares of Union Pacific worth $17.9M as of Q1 2026.
- Smith Salley Wealth Management bought 2,294 Union Pacific shares in Q1 2026, an estimated $562K.
- Union Pacific made up 0.9% of Smith Salley Wealth Management's portfolio in Q1 2026, its #33 holding.
- Smith Salley Wealth Management first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
- Smith Salley Wealth Management's Union Pacific position peaked at $19.5M in Q4 2023.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.