Union Pacific Corporation
US ˙ NYSE ˙ US9078181081

SecurityUNP / Union Pacific Corporation
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership1,670 shares
Latest Disclosed Value $ 405,176
Evermay Wealth Management Llc reports 10.23% increase in ownership of UNP / Union Pacific Corporation

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,670 shares of Union Pacific Corporation (US:UNP) valued at $405,175 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,515 shares of Union Pacific Corporation. This represents a change in shares of 10.23% during the quarter. The current value of the position is $454,774 USD.

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)
2026-05-11 2026-03-31 13F UNION PAC COM 907818108 1,670 155 10.23 405 15.71 0.0449
2026-01-22 2025-12-31 13F UNION PAC COM 907818108 1,515 -330 -17.89 350 -19.72 0.0393
2025-11-05 2025-09-30 13F UNION PAC COM 907818108 1,845 -70 -3.66 436 -0.91 0.0499
2025-07-30 2025-06-30 13F UNION PAC COM 907818108 1,915 130 7.28 441 4.51 0.0542
2025-05-07 2025-03-31 13F UNION PAC COM 907818108 1,785 -167 -8.56 422 -5.39 0.0554
2025-01-24 2024-12-31 13F UNION PAC COM 907818108 1,952 -117 -5.65 445 -12.57 0.0674
2024-10-25 2024-09-30 13F UNION PAC COM 907818108 2,069 90 4.55 510 13.87 0.0820
2024-08-01 2024-06-30 13F UNION PAC COM 907818108 1,979 127 6.86 448 -1.76 0.0718
2024-05-14 2024-03-31 13F UNION PAC COM 907818108 1,852 9 0.49 455 0.66 0.0688
2024-02-12 2023-12-31 13F UNION PAC COM 907818108 1,843 30 1.65 453 22.49 0.0836
2023-11-14 2023-09-30 13F UNION PAC COM 907818108 1,813 94 5.47 369 5.13 0.0754
2023-08-10 2023-06-30 13F UNION PAC COM 907818108 1,719 -32 -1.83 352 -0.28 0.0677
2023-05-15 2023-03-31 13F UNION PAC COM 907818108 1,751 131 8.09 352 5.07 0.0711
2023-01-19 2022-12-31 13F UNION PAC COM 907818108 1,620 -730 -31.06 335 -26.86 0.0683
2022-11-14 2022-09-30 13F UNION PAC COM 907818108 2,350 85 3.75 458 -5.18 0.0911
2022-08-15 2022-06-30 13F UNION PAC COM 907818108 2,265 -805 -26.22 483 -42.43 0.0938
2022-05-16 2022-03-31 13F UNION PAC COM 907818108 3,070 3 0.10 839 8.54 0.1407
2022-02-14 2021-12-31 13F UNION PAC COM 907818108 3,067 10 0.33 773 29.05 0.1381
2021-11-12 2021-09-30 13F/A-1 UNION PAC COM 907818108 3,057 -2,522 -45.21 599 -51.18 0.1160
2021-11-12 2021-09-30 13F UNION PAC COM 907818108 5,579 0 1,227 0.2273
2021-08-13 2021-06-30 13F UNION PAC COM 907818108 5,579 0 0.00 1,227 -0.24 0.2273
2021-05-10 2021-03-31 13F UNION PAC COM 907818108 5,579 145 2.67 1,230 8.75 0.2459
2021-02-16 2020-12-31 13F UNION PAC COM 907818108 5,434 1,004 22.66 1,131 29.70 0.2494
2020-11-05 2020-09-30 13F UNION PAC COM 907818108 4,430 0 0.00 872 16.42 0.2142
2020-07-20 2020-06-30 13F UNION PAC COM 907818108 4,430 2,250 103.21 749 143.97 0.1971
2020-04-24 2020-03-31 13F UNION PAC COM 907818108 2,180 0 0.00 307 -22.08 0.0932
2020-02-11 2019-12-31 13F UNION PACIFIC COM 907818108 2,180 2,180 394 0.0969
2018-05-04 2018-03-31 13F UNION PAC COM 907818108 0 -1,933 -100.00 0 -100.00
2018-02-07 2017-12-31 13F UNION PAC COM 907818108 1,933 -50 -2.52 259 12.61 0.0949
2017-10-23 2017-09-30 13F UNION PAC COM 907818108 1,983 0 0.00 230 6.48 0.0998
2017-08-01 2017-06-30 13F UNION PAC COM 907818108 1,983 0 0.00 216 2.86 0.0958
2017-05-10 2017-03-31 13F UNION PAC COM 907818108 1,983 1,983 210 0.0940
2016-05-09 2016-03-31 13F UNION PAC COM 907818108 0 0 0 0.0000
2016-02-05 2015-12-31 13F UNION PAC COM 907818108 0 -2,473 -100.00 0 -100.00
2015-11-03 2015-09-30 13F UNION PAC COM 907818108 2,473 119 5.06 219 -2.67 0.1313
2015-08-06 2015-06-30 13F UNION PAC COM 907818108 2,354 2,354 225 0.1338
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.