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BCWM LLC’s United Parcel Service UPS Stock Holding History

BCWM LLC’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 		$6.26M Buy
58,217
+5,897
+11% +$613K 1.83% 26
2026
Q1 		$5.15M Buy
52,320
+2,075
+4% +$223K 1.46% 34
2025
Q4 		$4.98M Buy
50,245
+11
+0% +$1.03K 1.49% 28
2025
Q3 		$4.2M Buy
50,234
+2,070
+4% +$187K 1.26% 33
2025
Q2 		$4.86M Buy
48,164
+12,202
+34% +$1.2M 1.54% 30
2025
Q1 		$3.96M Buy
+35,962
New +$4.3M 1.37% 31

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

BCWM LLC's UPS Position: Q2 2026 in Review

BCWM LLC increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $613K and bringing the position to 58,217 shares worth $6.26M. The position accounts for 1.83% of the portfolio, ranked #26.

BCWM LLC first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 2,137 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BCWM LLC held 58,217 shares of United Parcel Service worth $6.26M as of Q2 2026.
  • BCWM LLC bought 5,897 United Parcel Service shares in Q2 2026, an estimated $613K.
  • United Parcel Service made up 1.83% of BCWM LLC's portfolio in Q2 2026, its #26 holding.
  • BCWM LLC first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • 2,137 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.