Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

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UNP holding history

Union Pacific Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overview All 13F holders of UNP Full Q2 2026 holdings

Shares (Q2 2026): 31,590
Value: $8.59M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of UNP by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,590	$8.59M	0.5%	+1,521+5.1%	Added	Holders
Q1 2026	30,069	$7.30M	0.5%	−1,160−3.7%	Reduced	Holders
Q4 2025	31,229	$7.22M	0.5%	−2,723−8.0%	Reduced	Holders
Q3 2025	33,952	$8.03M	0.6%	−601−1.7%	Reduced	Holders
Q2 2025	34,553	$7.95M	0.6%	+1,044+3.1%	Added	Holders
Q1 2025	33,509	$7.92M	0.7%	−590−1.7%	Reduced	Holders
Q4 2024	34,099	$7.78M	0.7%	−378−1.1%	Reduced	Holders
Q3 2024	34,477	$8.50M	0.8%	−1,071−3.0%	Reduced	Holders
Q2 2024	35,548	$8.04M	0.8%	+168+0.5%	Added	Holders
Q1 2024	35,380	$8.70M	0.9%	+925+2.7%	Added	Holders
Q4 2023	34,455	$8.46M	1.0%	+4,145+13.7%	Added	Holders
Q3 2023	30,310	$6.17M	0.8%	−952−3.0%	Reduced	Holders
Q2 2023	31,262	$6.40M	0.8%	−2,903−8.5%	Reduced	Holders
Q1 2023	34,165	$6.88M	1.0%	−2,923−7.9%	Reduced	Holders
Q4 2022	37,088	$7.68M	1.2%	−2,623−6.6%	Reduced	Holders
Q3 2022	39,711	$7.74M	1.3%	−512−1.3%	Reduced	Holders
Q2 2022	40,223	$8.58M	1.4%	−509−1.2%	Reduced	Holders
Q1 2022	40,732	$11.1M	1.4%	+812+2.0%	Added	Holders
Q4 2021	39,920	$10.1M	1.1%	+631+1.6%	Added	Holders
Q3 2021	39,289	$7.70M	0.9%	+1,650+4.4%	Added	Holders
Q2 2021	37,639	$8.28M	1.0%	+2,399+6.8%	Added	Holders
Q1 2021	35,240	$7.77M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.