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AM Investment Strategies’s United Parcel Service UPS Stock Holding History

AM Investment Strategies’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
11,985
-6,876
-36% -$715K 0.25% 48
2026
Q1 		$1.86M Sell
18,861
-174
-0.9% -$18.7K 0.41% 38
2025
Q4 		$1.89M Sell
19,035
-14,779
-44% -$1.38M 0.39% 37
2025
Q3 		$2.82M Buy
33,814
+12,241
+57% +$1.11M 0.61% 27
2025
Q2 		$2.18M Sell
21,573
-772
-3% -$76K 0.51% 29
2025
Q1 		$2.46M Buy
22,345
+1,476
+7% +$176K 0.6% 30
2024
Q4 		$2.63M Buy
20,869
+4,805
+30% +$632K 0.64% 27
2024
Q3 		$2.19M Buy
16,064
+248
+2% +$32.6K 0.53% 29
2024
Q2 		$2.16M Sell
15,816
-140
-0.9% -$20K 0.53% 29
2024
Q1 		$2.37M Buy
15,956
+2,663
+20% +$405K 0.6% 26
2023
Q4 		$2.09M Buy
13,293
+1,898
+17% +$287K 0.59% 28
2023
Q3 		$1.78M Buy
11,395
+46
+0.4% +$7.94K 0.58% 28
2023
Q2 		$2.03M Sell
11,349
-514
-4% -$91.3K 0.64% 27
2023
Q1 		$2.3M Buy
11,863
+22
+0.2% +$4.04K 0.79% 26
2022
Q4 		$2.06M Sell
11,841
-177
-1% -$30.6K 0.73% 26
2022
Q3 		$1.94M Buy
12,018
+210
+2% +$39.8K 0.71% 25
2022
Q2 		$2.16M Sell
11,808
-321
-3% -$58.5K 0.75% 26
2022
Q1 		$2.6M Sell
12,129
-77
-0.6% -$16.4K 0.69% 25
2021
Q4 		$2.62M Buy
12,206
+26
+0.2% +$5.29K 0.63% 27
2021
Q3 		$2.22M Buy
12,180
+132
+1% +$26.1K 0.58% 27
2021
Q2 		$2.51M Sell
12,048
-158
-1% -$31.6K 0.64% 24
2021
Q1 		$2.08M Sell
12,206
-3,157
-21% -$511K 0.58% 26
2020
Q4 		$2.59M Buy
15,363
+96
+0.6% +$16.2K 0.8% 24
2020
Q3 		$2.54M Buy
+15,267
New +$2.22M 0.89% 23

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AM Investment Strategies's UPS Position: Q2 2026 in Review

AM Investment Strategies reduced its United Parcel Service (UPS) stake by 36% in Q2 2026, selling an estimated $715K and leaving 11,985 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #48.

AM Investment Strategies first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.82M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • AM Investment Strategies held 11,985 shares of United Parcel Service worth $1.29M as of Q2 2026.
  • AM Investment Strategies sold 6,876 United Parcel Service shares in Q2 2026, an estimated $715K.
  • United Parcel Service made up 0.25% of AM Investment Strategies's portfolio in Q2 2026, its #48 holding.
  • AM Investment Strategies first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's United Parcel Service position peaked at $2.82M in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.