UNP — Union Pacific Corp

Ownership history in Capital Wealth Planning, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Union Pacific Corp (UNP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.22% (2020 Q4)
Avg. % of fund
1.12%
First filed
2013 Q3
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,280 -3,215 -58.5% 0.00% $539K $233.77
2025 Q2 ADDED 5,495 +324 +6.3% 0.01% $1.3M $226.14
2025 Q1 REDUCED 5,171 -10,190 -66.3% 0.01% $1.2M $230.80
2024 Q4 REDUCED 15,361 -9,316 -37.8% 0.03% $3.5M $221.57
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNP price (monthly, adj. close)

Other funds also holding UNP

As of 2025 Q4 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 10.55% Cercano Management LLC 3Y 9.86% RDST Capital LLC 3Y 9.16% DRH Investments, Inc. 3Y 8.39% Consulta Ltd 3Y 7Y 7.38% XR Securities LLC 3Y 7Y 7.25% BAUPOST GROUP LLC/MA 3Y 7Y 7.13% Horrell Capital Management, Inc. 3Y 7Y 7.07% DENDUR CAPITAL LP 3Y 7.01% Skylands Capital, LLC 3Y 7Y 6.99%
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