FSM Wealth Advisors, LLC

Position in UNP — Union Pacific Corp

CIK 1942548 CLEVELAND, OH

Position in UNP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$538,832

+$90,228 QoQ

Shares Held

1,981

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,907

of 2,880 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $1,307,621 across 3 Railroads names. UNP ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	1,981	$538,832
2	CSX	Csx Corp	10,165	$483,142
3	NSC	Norfolk Southern Corp	908	$285,647

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,832	1,981	+7.1%	Shares	Sole	2026-07-15
2026-03-31	$448,604	1,849	+4.9%	Shares	Sole	2026-04-27
2025-12-31	$407,585	1,762	-6.3%	Shares	Sole	2026-01-23
2025-09-30	$444,611	1,881	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.