Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership4,356 shares
Latest Disclosed Value $ 1,056,766
Sheets Smith Wealth Management reports 0.32% increase in ownership of UNP / Union Pacific Corporation

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 4,356 shares of Union Pacific Corporation (MX:UNP) valued at $1,056,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,342 shares of Union Pacific Corporation. This represents a change in shares of 0.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F UNION PAC COM 907818108 4,356 14 0.32 1,057 5.18 0.1189
2026-01-20 2025-12-31 13F UNION PAC COM 907818108 4,342 -5 -0.12 1,004 -2.24 0.1102
2025-10-16 2025-09-30 13F UNION PAC COM 907818108 4,347 0 0.00 1,027 2.70 0.1163
2025-07-15 2025-06-30 13F UNION PAC COM 907818108 4,347 53 1.23 1,000 -1.38 0.1170
2025-04-23 2025-03-31 13F UNION PAC COM 907818108 4,294 1 0.02 1,014 3.58 0.1260
2025-01-17 2024-12-31 13F UNION PAC COM 907818108 4,293 -32 -0.74 979 -8.08 0.1195
2024-11-01 2024-09-30 13F UNION PAC COM 907818108 4,325 4 0.09 1,066 9.01 0.1304
2024-07-30 2024-06-30 13F UNION PAC COM 907818108 4,321 9 0.21 978 -7.83 0.1169
2024-05-08 2024-03-31 13F UNION PAC COM 907818108 4,312 0 0.00 1,060 0.09 0.1187
2024-02-06 2023-12-31 13F UNION PAC COM 907818108 4,312 -11 -0.25 1,059 20.34 0.1507
2023-10-23 2023-09-30 13F UNION PAC COM 907818108 4,323 0 0.00 880 -0.45 0.1341
2023-08-09 2023-06-30 13F UNION PAC COM 907818108 4,323 -249 -5.45 885 -3.91 0.1293
2023-05-26 2023-03-31 13F/A-1 UNION PAC COM 907818108 4,572 -121 -2.58 920 -5.25 0.1406
2023-05-12 2023-03-31 13F UNION PAC COM 907818108 201 -4,492 920 0.1409
2023-03-08 2022-12-31 13F UNION PAC COM 907818108 4,693 -324 -6.46 972 -0.61 0.1521
2022-11-01 2022-09-30 13F UNION PAC COM 907818108 5,017 5 0.10 977 -8.61 0.1631
2022-07-27 2022-06-30 13F UNION PAC COM 907818108 5,012 -50 -0.99 1,069 -22.70 0.1760
2022-05-02 2022-03-31 13F UNION PAC COM 907818108 5,062 -500 -8.99 1,383 -1.28 0.1906
2022-01-20 2021-12-31 13F UNION PAC COM 907818108 5,562 -63 -1.12 1,401 27.13 0.1739
2021-10-15 2021-09-30 13F UNION PAC COM 907818108 5,625 7 0.12 1,102 -10.84 0.1495
2021-08-03 2021-06-30 13F UNION PAC COM 907818108 5,618 4 0.07 1,236 -0.08 0.1666
2021-04-23 2021-03-31 13F UNION PAC COM 907818108 5,614 0 0.00 1,237 5.82 0.1820
2021-01-13 2020-12-31 13F UNION PAC COM 907818108 5,614 -42 -0.74 1,169 5.03 0.1767
2020-10-26 2020-09-30 13F UNION PAC COM 907818108 5,656 -20 -0.35 1,113 15.94 0.1936
2020-07-17 2020-06-30 13F UNION PAC COM 907818108 5,676 -11 -0.19 960 19.70 0.1921
2020-04-28 2020-03-31 13F UNION PAC COM 907818108 5,687 -159 -2.72 802 -24.12 0.1680
2020-01-24 2019-12-31 13F UNION PACIFIC COM 907818108 5,846 -7,449 -56.03 1,057 -50.91 0.2020
2019-10-28 2019-09-30 13F UNION PACIFIC COM 907818108 13,295 214 1.64 2,153 -2.67 0.4427
2019-07-12 2019-06-30 13F UNION PACIFIC COM 907818108 13,081 -685 -4.98 2,212 -3.91 0.4541
2019-05-13 2019-03-31 13F UNION PACIFIC COM 907818108 13,766 3,672 36.38 2,302 65.02 0.4983
2019-01-11 2018-12-31 13F UNION PAC COM 907818108 10,094 -3,148 -23.77 1,395 -35.30 0.3759
2018-10-15 2018-09-30 13F UNION PAC COM 907818108 13,242 7,092 115.32 2,156 147.53 0.4462
2018-07-26 2018-06-30 13F UNION PAC COM 907818108 6,150 6 0.10 871 5.45 0.2039
2018-04-09 2018-03-31 13F UNION PAC COM 907818108 6,144 -135 -2.15 826 -1.90 0.1985
2018-01-12 2017-12-31 13F UNION PAC COM 907818108 6,279 -410 -6.13 842 8.51 0.1985
2017-10-12 2017-09-30 13F UNION PAC COM 907818108 6,689 6 0.09 776 6.59 0.1957
2017-07-19 2017-06-30 13F UNION PAC COM 907818108 6,683 -210 -3.05 728 -0.27 0.1924
2017-04-10 2017-03-31 13F UNION PAC COM 907818108 6,893 0 0.00 730 2.10 0.1938
2017-02-03 2016-12-31 13F UNION PAC COM 907818108 6,893 -369 -5.08 715 0.99 0.2007
2016-11-18 2016-09-30 13F UNION PAC CL A 907818108 7,262 156 2.20 708 14.19 0.1997
2016-08-15 2016-06-30 13F UNION PACIFIC COM 907818108 7,106 -108 -1.50 620 8.01 0.1801
2016-05-13 2016-03-31 13F UNION PACIFIC COM 907818108 7,214 91 1.28 574 3.05 0.1765
2016-02-01 2015-12-31 13F UNION PACIFIC COM 907818108 7,123 61 0.86 557 -10.74 0.1684
2015-11-13 2015-09-30 13F UNION PAC COM 907818108 7,062 738 11.67 624 3.48 0.2110
2015-08-31 2015-06-30 13F UNION PACIFIC COM 907818108 6,324 54 0.86 603 -11.19 0.1648
2015-05-05 2015-03-31 13F UNION PACIFIC COM 907818108 6,270 -11,575 -64.86 679 -68.06 0.1875
2015-02-20 2014-12-31 13F UNION PACIFIC COM 907818108 17,845 -277 -1.53 2,126 8.19 0.5548
2014-11-17 2014-09-30 13F UNION PACIFIC COM 907818108 18,122 -542 -2.90 1,965 5.53 0.5345
2014-09-18 2014-06-30 13F UNION PACIFIC COM 907818108 18,664 10,317 123.60 1,862 18.90 0.4997
2014-06-02 2014-03-31 13F UNION PACIFIC COM 907818108 8,347 4,972 147.32 1,566 176.19 0.4382
2014-02-21 2013-12-31 13F UNION PACIFIC COM 907818108 3,375 -3,456 -50.59 567 -46.56 0.1564
2013-11-26 2013-09-30 13F UNION PACIFIC COM 907818108 6,831 -2,647 -27.93 1,061 -27.43 0.3451
2013-11-19 2013-06-30 13F UNION PACIFIC COM 907818108 9,478 1,661 21.25 1,462 31.36 0.4963
2013-05-21 2013-03-31 13F UNION PACIFIC COM 907818108 7,817 7,817 1,113 0.3773
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.