CM WEALTH ADVISORS LLC

Position in UNP — Union Pacific Corp

CIK 1764581 BEACHWOOD, OH

Position in UNP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$492,320

+$53,178 QoQ

Shares Held

1,810

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,961

of 2,880 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $2,335,729 across 4 Railroads names. UNP ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	2,834	$891,548
2	RAIL	FreightCar America, Inc.	61,450	$598,523
3	UNP	Union Pacific Corp This page	1,810	$492,320
4	CSX	Csx Corp	7,434	$353,338

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,320	1,810	0.0%	Shares	Sole	2026-08-10
2026-03-31	$439,142	1,810	-4.6%	Shares	Sole	2026-05-08
2025-12-31	$438,814	1,897	+14.0%	Shares	Sole	2026-01-26
2024-03-31	$409,227	1,664	+47.9%	Shares	Sole	2024-05-13
2023-06-30	$230,197	1,125	-82.6%	Shares	Sole	2023-08-15
2023-03-31	$1,304,768	6,483	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.