BFIM
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Beese Fulmer Investment Management’s United Parcel Service UPS Stock Holding History

Beese Fulmer Investment Management’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 		$1.19M Sell
11,033
-1,346
-11% -$140K 0.07% 150
2026
Q1 		$1.22M Buy
12,379
+633
+5% +$67.9K 0.08% 138
2025
Q4 		$1.17M Buy
11,746
+2,914
+33% +$273K 0.08% 136
2025
Q3 		$738K Sell
8,832
-93
-1% -$8.42K 0.05% 161
2025
Q2 		$901K Buy
8,925
+280
+3% +$27.5K 0.07% 143
2025
Q1 		$951K Sell
8,645
-7
-0.1% -$837 0.08% 123
2024
Q4 		$1.09M Buy
8,652
+543
+7% +$71.5K 0.09% 117
2024
Q3 		$1.11M Sell
8,109
-280
-3% -$36.8K 0.1% 116
2024
Q2 		$1.15M Sell
8,389
-90
-1% -$12.9K 0.1% 114
2024
Q1 		$1.26M Sell
8,479
-6
-0.1% -$912 0.12% 112
2023
Q4 		$1.33M Sell
8,485
-56,577
-87% -$8.55M 0.14% 103
2023
Q3 		$10.1M Sell
65,062
-1,894
-3% -$327K 1.14% 31
2023
Q2 		$12M Sell
66,956
-199
-0.3% -$35.3K 1.3% 25
2023
Q1 		$13M Buy
67,155
+909
+1% +$167K 1.49% 17
2022
Q4 		$11.5M Buy
66,246
+529
+0.8% +$91.6K 1.39% 23
2022
Q3 		$10.6M Buy
65,717
+1,026
+2% +$194K 1.43% 21
2022
Q2 		$11.8M Sell
64,691
-816
-1% -$149K 1.51% 18
2022
Q1 		$14M Buy
65,507
+163
+0.2% +$34.6K 1.52% 17
2021
Q4 		$14M Buy
65,344
+369
+0.6% +$75.1K 1.46% 19
2021
Q3 		$11.8M Buy
64,975
+155
+0.2% +$30.6K 1.33% 22
2021
Q2 		$13.5M Sell
64,820
-96
-0.1% -$19.2K 1.53% 15
2021
Q1 		$11M Buy
64,916
+1,438
+2% +$233K 1.33% 21
2020
Q4 		$10.7M Sell
63,478
-930
-1% -$157K 1.37% 18
2020
Q3 		$10.7M Buy
64,408
+738
+1% +$107K 1.52% 17
2020
Q2 		$7.08M Sell
63,670
-905
-1% -$90.3K 1.04% 30
2020
Q1 		$6.03M Buy
64,575
+3,481
+6% +$361K 1.07% 29
2019
Q4 		$7.15M Buy
61,094
+3,325
+6% +$394K 1% 34
2019
Q3 		$6.92M Buy
57,769
+16,816
+41% +$1.92M 1.04% 33
2019
Q2 		$4.23M Buy
40,953
+98
+0.2% +$10.2K 0.8% 52
2019
Q1 		$4.57M Sell
40,855
-77
-0.2% -$8.17K 0.9% 48
2018
Q4 		$3.99M Buy
40,932
+364
+0.9% +$39.5K 0.9% 47
2018
Q3 		$4.74M Buy
40,568
+636
+2% +$74.9K 0.93% 44
2018
Q2 		$4.24M Buy
39,932
+285
+0.7% +$32K 0.89% 46
2018
Q1 		$4.15M Buy
39,647
+1,476
+4% +$171K 0.91% 47
2017
Q4 		$4.55M Sell
38,171
-13
-0% -$1.53K 0.97% 44
2017
Q3 		$4.58M Sell
38,184
-102
-0.3% -$11.6K 1.05% 37
2017
Q2 		$4.23M Sell
38,286
-295
-0.8% -$31.5K 1.01% 41
2017
Q1 		$4.14M Buy
38,581
+937
+2% +$102K 1.01% 39
2016
Q4 		$4.32M Buy
37,644
+347
+0.9% +$39.1K 1.11% 34
2016
Q3 		$4.08M Buy
37,297
+918
+3% +$100K 1.1% 35
2016
Q2 		$3.92M Buy
36,379
+82
+0.2% +$8.54K 1.11% 37
2016
Q1 		$3.79M Buy
36,297
+2,859
+9% +$278K 1.1% 35
2015
Q4 		$3.22M Buy
33,438
+2,167
+7% +$221K 0.99% 40
2015
Q3 		$3.09M Buy
31,271
+1,972
+7% +$195K 1.01% 42
2015
Q2 		$2.84M Buy
+29,299
New +$2.91M 0.91% 46
2015
Q1 		– Sell
-27,587
Closed -$3.07M – 145
2014
Q4 		$3.07M Buy
27,587
+230
+0.8% +$24.3K 0.96% 41
2014
Q3 		$2.69M Buy
27,357
+1,864
+7% +$185K 0.87% 46
2014
Q2 		$2.62M Buy
25,493
+478
+2% +$48K 0.85% 46
2014
Q1 		$2.44M Buy
25,015
+340
+1% +$33.1K 0.85% 47
2013
Q4 		$2.59M Buy
24,675
+300
+1% +$29.6K 0.92% 41
2013
Q3 		$2.23M Buy
24,375
+809
+3% +$71.1K 0.88% 46
2013
Q2 		$2.04M Buy
+23,566
New +$2.02M 0.87% 43

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beese Fulmer Investment Management's UPS Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its United Parcel Service (UPS) stake by 11% in Q2 2026, selling an estimated $140K and leaving 11,033 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #150.

Beese Fulmer Investment Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $14M in Q1 2022. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beese Fulmer Investment Management held 11,033 shares of United Parcel Service worth $1.19M as of Q2 2026.
  • Beese Fulmer Investment Management sold 1,346 United Parcel Service shares in Q2 2026, an estimated $140K.
  • United Parcel Service made up 0.07% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #150 holding.
  • Beese Fulmer Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's United Parcel Service position peaked at $14M in Q1 2022.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.