ANTB
UPS icon

AMG National Trust Bank’s United Parcel Service UPS Stock Holding History

AMG National Trust Bank’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
Q1 		$556K Buy
5,654
+1,057
+23% +$113K 0.01% 368
2025
Q4 		$456K Sell
4,597
-725
-14% -$67.8K 0.01% 357
2025
Q3 		$445K Sell
5,322
-300
-5% -$27.2K 0.01% 358
2025
Q2 		$567K Sell
5,622
-200
-3% -$19.7K 0.01% 339
2025
Q1 		$640K Sell
5,822
-2,069
-26% -$247K 0.02% 328
2024
Q4 		$994K Buy
7,891
+155
+2% +$20.4K 0.03% 287
2024
Q3 		$1.05M Sell
7,736
-2,474
-24% -$325K 0.03% 287
2024
Q2 		$1.4M Buy
10,210
+642
+7% +$91.9K 0.04% 251
2024
Q1 		$1.42M Buy
9,568
+421
+5% +$64K 0.04% 234
2023
Q4 		$1.44M Sell
9,147
-3,824
-29% -$578K 0.05% 225
2023
Q3 		$2.02M Sell
12,971
-632
-5% -$109K 0.07% 172
2023
Q2 		$2.44M Buy
13,603
+501
+4% +$89K 0.08% 156
2023
Q1 		$2.54M Sell
13,102
-18
-0.1% -$3.3K 0.09% 149
2022
Q4 		$2.28M Buy
13,120
+79
+0.6% +$13.7K 0.08% 151
2022
Q3 		$2.11M Buy
13,041
+4,651
+55% +$881K 0.08% 158
2022
Q2 		$1.64M Sell
8,390
-276
-3% -$50.3K 0.06% 193
2022
Q1 		$1.86M Sell
8,666
-20
-0.2% -$4.25K 0.06% 189
2021
Q4 		$1.86M Sell
8,686
-1,420
-14% -$289K 0.06% 194
2021
Q3 		$1.84M Sell
10,106
-790
-7% -$156K 0.06% 192
2021
Q2 		$2.27M Sell
10,896
-280
-3% -$56K 0.07% 162
2021
Q1 		$1.9M Sell
11,176
-5
-0% -$809 0.06% 182
2020
Q4 		$1.88M Buy
11,181
+515
+5% +$86.9K 0.07% 176
2020
Q3 		$1.78M Buy
10,666
+310
+3% +$45.1K 0.07% 171
2020
Q2 		$1.15M Buy
+10,356
New +$1.03M 0.05% 200

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMG National Trust Bank's UPS Position: Q1 2026 in Review

AMG National Trust Bank increased its United Parcel Service (UPS) stake by 23% in Q1 2026, buying an estimated $113K and bringing the position to 5,654 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #368.

AMG National Trust Bank first reported a position in UPS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • AMG National Trust Bank held 5,654 shares of United Parcel Service worth $556K as of Q1 2026.
  • AMG National Trust Bank bought 1,057 United Parcel Service shares in Q1 2026, an estimated $113K.
  • United Parcel Service made up 0.01% of AMG National Trust Bank's portfolio in Q1 2026, its #368 holding.
  • AMG National Trust Bank first reported a position in United Parcel Service in Q2 2020 and has held it in 24 quarters since.
  • AMG National Trust Bank's United Parcel Service position peaked at $2.54M in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.