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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
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 $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

BCWM LLC's UPS Position: Q1 2026 in Review

BCWM LLC increased its United Parcel Service (UPS) stake by 4.1% in Q1 2026, buying an estimated $223K and bringing the position to 52,320 shares worth $5.15M. The position accounts for 1.46% of the portfolio, ranked #34.

BCWM LLC first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • BCWM LLC held 52,320 shares of United Parcel Service worth $5.15M as of Q1 2026.
  • BCWM LLC bought 2,075 United Parcel Service shares in Q1 2026, an estimated $223K.
  • United Parcel Service made up 1.46% of BCWM LLC's portfolio in Q1 2026, its #34 holding.
  • BCWM LLC first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.