Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Union Pacific (UNP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 27,638 0.08 Add 10.62% <0.01 $242.62 $6,705,519 SEC
2025   Q4 24,984 0.06 Add 0.57% <0.01 $231.32 $5,779,216 SEC
2025   Q3 24,843 0.06 Add 0.52% <0.01 $236.37 $5,872,227 SEC
2025   Q2 24,715 0.06 Add 0.52% <0.01 $230.08 $5,686,491 SEC
2025   Q1 24,588 0.07 Add 0.21% <0.01 $236.24 $5,808,558 SEC
2024   Q4 24,536 0.06 Add 0.48% <0.01 $228.04 $5,595,166 SEC
2024   Q3 24,420 0.06 Add 0.52% <0.01 $246.48 $6,019,036 SEC
2024   Q2 24,294 0.06 Add 3.94% <0.01 $226.26 $5,496,692 SEC
2024   Q1 23,374 0.06 Add 2.13% <0.01 $245.92 $5,748,247 SEC
2023   Q4 22,887 0.06 Add 5.16% <0.01 $245.61 $5,621,385 SEC
2023   Q3 21,763 0.05 Add 0.31% <0.01 $203.63 $4,431,563 SEC
2023   Q2 21,695 0.04 Add 0.62% <0.01 $204.62 $4,439,148 SEC
2023   Q1 21,562 0.05 Add 16.20% <0.01 $201.26 $4,339,533 SEC
2022   Q4 18,556 0.04 Add 0.57% <0.01 $207.07 $3,842,387 SEC
2022   Q3 18,451 0.04 Add 0.61% <0.01 $194.84 $3,595,000 SEC
2022   Q2 18,340 0.04 Add 0.09% $213.30 $3,912,000 SEC
2022   Q1 18,324 0.05 Add 0.39% <0.01 $273.19 $5,006,000 SEC
2021   Q4 18,252 0.04 Add 0.43% <0.01 $251.92 $4,598,000 SEC
2021   Q3 18,173 0.03 Add 6.33% <0.01 $196.01 $3,562,000 SEC
2021   Q2 17,091 0.03 Add 0.44% <0.01 $219.94 $3,759,000 SEC
2021   Q1 17,016 0.03 Add 0.40% <0.01 $220.38 $3,750,000 SEC
2020   Q4 16,949 0.03 Add 0.43% <0.01 $208.21 $3,529,000 SEC
2020   Q3 16,876 0.03 Add 0.44% <0.01 $196.85 $3,322,000 SEC
2020   Q2 16,802 0.03 Add 994.59% 0.03 $169.09 $2,841,000 SEC
2020   Q1 1,535 <0.01 Reduce 1.60% $140.72 $216,000 SEC
2019   Q4 1,560 <0.01 $180.77 $282,000 SEC
2019   Q3 1,560 <0.01 Reduce 8.24% <0.01 $162.18 $253,000 SEC
2019   Q2 1,700 <0.01 Reduce 6.08% <0.01 $168.82 $287,000 SEC
2019   Q1 1,810 <0.01 Reduce 5.24% <0.01 $167.40 $303,000 SEC
2018   Q4 1,910 <0.01 $138.22 $264,000 SEC
2018   Q3 1,910 <0.01 $162.83 $311,000 SEC
2018   Q2 1,910 <0.01 $141.88 $271,000 SEC
2018   Q1 1,910 <0.01 Reduce 20.75% <0.01 $134.55 $257,000 SEC
2017   Q4 2,410 <0.01 $134.02 $323,000 SEC
2017   Q3 2,410 <0.01 $115.77 $279,000 SEC
2017   Q2 2,410 <0.01 $108.71 $262,000 SEC
2017   Q1 2,410 <0.01 $105.81 $255,000 SEC
2016   Q4 2,410 <0.01 Reduce 3.98% <0.01 $103.73 $250,000 SEC
2016   Q3 2,510 <0.01 $97.61 $245,000 SEC
2016   Q2 2,510 <0.01 Buy <0.01 $87.25 $219,000 SEC
2015   Q4 0 0.00 Sell 100.00% <0.01 SEC
2015   Q3 2,510 <0.01 $88.45 $222,000 SEC
2015   Q2 2,510 <0.01 Reduce 8.06% <0.01 $95.22 $239,000 SEC
2015   Q1 2,730 <0.01 $108.42 $296,000 SEC
2014   Q4 2,730 <0.01 $119.05 $325,000 SEC
2014   Q3 2,730 <0.01 $108.42 $296,000 SEC
2014   Q2 2,730 <0.01 Buy <0.01 $99.63 $272,000 SEC
2013   Q2 0 0.00 Sell 100.00% <0.01 SEC
2013   Q1 1,150 <0.01 $142.61 $164,000 SEC
2012   Q4 1,150 <0.01 $126.09 $145,000 SEC
2012   Q3 1,150 <0.01 $119.13 $137,000 SEC
2012   Q2 1,150 <0.01 $119.13 $137,000 SEC
2012   Q1 1,150 <0.01 $107.83 $124,000 SEC
2011   Q4 1,150 <0.01 $106.09 $122,000 SEC
2011   Q3 1,150 <0.01 Buy <0.01 $81.74 $94,000 SEC
2008   Q2 0 0.00 Sell 100.00% <0.01 SEC
2008   Q1 400 <0.01 $125.00 $50,000 SEC
2007   Q4 400 <0.01 $125.00 $50,000 SEC
2007   Q3 400 <0.01 $112.50 $45,000 SEC
2007   Q2 400 <0.01 $115.00 $46,000 SEC
2007   Q1 400 <0.01 $102.50 $41,000 SEC
2006   Q4 400 <0.01 Reduce 4.99% $92.50 $37,000 SEC
2006   Q3 421 <0.01 $87.89 $37,000 SEC
2006   Q2 421 <0.01 $92.64 $39,000 SEC
2006   Q1 421 <0.01 $92.64 $39,000 SEC
2005   Q4 421 <0.01 $80.76 $34,000 SEC
2005   Q3 421 <0.01 $71.26 $30,000 SEC
2005   Q2 421 <0.01 $64,800.48 $27,281,000 SEC
2005   Q1 421 <0.01 Reduce 90.48% <0.01 $69,700.71 $29,344,000 SEC
2004   Q4 4,421 0.01 Reduce 62.21% 0.02 $67,249.94 $297,312,000 SEC
2004   Q3 11,700 0.04 $58,600.00 $685,620,000 SEC
2004   Q2 11,700 0.04 Reduce 0.85% <0.01 $59,450.00 $695,565,000 SEC
2004   Q1 11,800 0.18 Add 0.85% <0.01 $59,820.00 $705,876,000 SEC
2003   Q4 11,700 0.06 $69,480.00 $812,916,000 SEC
2003   Q3 11,700 0.05 $58,170.00 $680,589,000 SEC
2003   Q2 11,700 0.06 Add 2,240.00% 0.06 $58,020.00 $678,834,000 SEC
2003   Q1 500 <0.01 $55,000.00 $27,500,000 SEC
2002   Q4 500 <0.01 $59,870.00 $29,935,000 SEC
2002   Q3 500 <0.01 $57,870.00 $28,935,000 SEC
2002   Q2 500 <0.01 $63,280.00 $31,640,000 SEC
2002   Q1 500 <0.01 $62,140.00 $31,070,000 SEC
2001   Q4 500 <0.01 $57,000.00 $28,500,000 SEC
2001   Q3 500 <0.01 $46,900.00 $23,450,000 SEC
2001   Q2 500 <0.01 $54,910.00 $27,455,000 SEC
2001   Q1 500 <0.01 $56,250.00 $28,125,000 SEC
2000   Q4 500 <0.01 $50,750.00 $25,375,000 SEC
2000   Q3 500 <0.01 $38,938.00 $19,469,000 SEC
2000   Q2 500 <0.01 $37,500.00 $18,750,000 SEC
2000   Q1 500 <0.01 $39,126.00 $19,563,000 SEC
1999   Q4 500 <0.01 $43,688.00 $21,844,000 SEC
1999   Q3 500 <0.01 $48,062.00 $24,031,000 SEC
1999   Q2 500 <0.01 $58,312.00 $29,156,000 SEC
1999   Q1 500 <0.01 $54.00 $27,000 SEC