Boston Research & Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.17M Buy
42,437
+3,172
+8% +$340K 0.99% 46
2025
Q4
$3.89M Sell
39,265
-5,671
-13% -$530K 0.9% 47
2025
Q3
$3.75M Buy
44,936
+2,291
+5% +$208K 0.83% 52
2025
Q2
$4.3M Buy
42,645
+2,953
+7% +$291K 1.03% 48
2025
Q1
$4.37M Sell
39,692
-1,067
-3% -$128K 1.08% 43
2024
Q4
$5.14M Buy
40,759
+1,183
+3% +$156K 1.26% 34
2024
Q3
$5.39M Buy
39,576
+2,723
+7% +$358K 1.27% 36
2024
Q2
$5.04M Buy
36,853
+692
+2% +$99.1K 1.28% 32
2024
Q1
$5.37M Buy
36,161
+686
+2% +$104K 1.33% 32
2023
Q4
$5.58M Buy
35,475
+1,782
+5% +$269K 1.48% 24
2023
Q3
$5.25M Buy
33,693
+597
+2% +$103K 1.55% 24
2023
Q2
$5.93M Buy
33,096
+130
+0.4% +$23.1K 1.68% 20
2023
Q1
$6.39M Buy
32,966
+288
+0.9% +$52.8K 1.91% 15
2022
Q4
$5.68M Sell
32,678
-315
-1% -$54.5K 1.76% 18
2022
Q3
$5.33M Buy
32,993
+335
+1% +$63.4K 1.82% 18
2022
Q2
$5.96M Buy
32,658
+230
+0.7% +$42K 1.93% 12
2022
Q1
$6.95M Sell
32,428
-1,250
-4% -$266K 2.02% 12
2021
Q4
$7.22M Sell
33,678
-80
-0.2% -$16.3K 1.97% 15
2021
Q3
$6.15M Sell
33,758
-70
-0.2% -$13.8K 1.83% 17
2021
Q2
$7.04M Sell
33,828
-548
-2% -$110K 2.13% 11
2021
Q1
$5.84M Buy
34,376
+435
+1% +$70.4K 1.88% 18
2020
Q4
$5.71M Sell
33,941
-332
-1% -$56K 1.99% 16
2020
Q3
$5.71M Sell
34,273
-1,386
-4% -$202K 2.23% 11
2020
Q2
$3.96M Buy
35,659
+653
+2% +$65.2K 1.65% 25
2020
Q1
$3.27M Sell
35,006
-1,114
-3% -$115K 1.64% 28
2019
Q4
$4.23M Buy
36,120
+674
+2% +$79.8K 1.59% 32
2019
Q3
$4.25M Buy
35,446
+330
+0.9% +$37.7K 1.68% 25
2019
Q2
$3.63M Buy
35,116
+3,220
+10% +$335K 1.47% 36
2019
Q1
$3.56M Buy
31,896
+3,195
+11% +$339K 1.49% 33
2018
Q4
$2.8M Sell
28,701
-440
-2% -$47.7K 1.33% 37
2018
Q3
$3.4M Buy
29,141
+720
+3% +$84.7K 1.55% 30
2018
Q2
$3.02M Sell
28,421
-420
-1% -$47.2K 1.49% 36
2018
Q1
$3.02M Buy
28,841
+580
+2% +$67K 1.54% 31
2017
Q4
$3.37M Sell
28,261
-780
-3% -$91.7K 1.69% 25
2017
Q3
$3.49M Buy
29,041
+375
+1% +$42.6K 1.78% 22
2017
Q2
$3.17M Buy
28,666
+50
+0.2% +$5.34K 1.71% 26
2017
Q1
$3.07M Buy
28,616
+230
+0.8% +$25.1K 1.67% 28
2016
Q4
$3.25M Buy
28,386
+85
+0.3% +$9.58K 1.85% 20
2016
Q3
$3.09M Buy
28,301
+25
+0.1% +$2.73K 1.79% 21
2016
Q2
$3.04M Buy
28,276
+285
+1% +$29.7K 1.85% 20
2016
Q1
$2.95M Buy
27,991
+225
+0.8% +$21.9K 1.84% 19
2015
Q4
$2.67M Sell
27,766
-75
-0.3% -$7.66K 1.66% 21
2015
Q3
$2.75M Buy
27,841
+165
+0.6% +$16.3K 1.81% 19
2015
Q2
$2.68M Buy
27,676
+905
+3% +$89.9K 1.7% 23
2015
Q1
$2.6M Buy
26,771
+3,200
+14% +$328K 1.65% 27
2014
Q4
$2.62M Buy
23,571
+100
+0.4% +$10.6K 1.64% 27
2014
Q3
$2.31M Buy
23,471
+1,380
+6% +$137K 1.55% 29
2014
Q2
$2.27M Buy
22,091
+460
+2% +$46.2K 1.57% 29
2014
Q1
$2.11M Buy
21,631
+860
+4% +$83.8K 1.55% 30
2013
Q4
$2.18M Sell
20,771
-193
-0.9% -$19K 1.68% 23
2013
Q3
$1.92M Buy
20,964
+725
+4% +$63.7K 1.62% 29
2013
Q2
$1.75M Buy
+20,239
New +$1.74M 1.56% 29

Other funds holding UPS

Boston Research & Management's UPS Position: Q1 2026 in Review

Boston Research & Management increased its United Parcel Service (UPS) stake by 8.1% in Q1 2026, buying an estimated $340K and bringing the position to 42,437 shares worth $4.17M. The position accounts for 0.99% of the portfolio, ranked #46.

Boston Research & Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.22M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Boston Research & Management held 42,437 shares of United Parcel Service worth $4.17M as of Q1 2026.
  • Boston Research & Management bought 3,172 United Parcel Service shares in Q1 2026, an estimated $340K.
  • United Parcel Service made up 0.99% of Boston Research & Management's portfolio in Q1 2026, its #46 holding.
  • Boston Research & Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Boston Research & Management's United Parcel Service position peaked at $7.22M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.