Carson Wealth (CWM LLC)
UPS icon

Carson Wealth (CWM LLC)’s United Parcel Service UPS Stock Holding History

Carson Wealth (CWM 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 		$30.7M Buy
312,409
+15,052
+5% +$1.61M 0.08% 234
2025
Q4 		$29.5M Buy
297,357
+98,309
+49% +$9.2M 0.08% 220
2025
Q3 		$16.6M Buy
199,048
+20,805
+12% +$1.88M 0.05% 324
2025
Q2 		$18M Buy
178,243
+81,317
+84% +$8M 0.06% 261
2025
Q1 		$10.7M Buy
96,926
+19,369
+25% +$2.32M 0.04% 335
2024
Q4 		$9.78M Sell
77,557
-7,979
-9% -$1.05M 0.04% 325
2024
Q3 		$11.7M Buy
85,536
+1,378
+2% +$181K 0.05% 286
2024
Q2 		$11.5M Buy
84,158
+4,707
+6% +$674K 0.05% 275
2024
Q1 		$11.8M Sell
79,451
-31,968
-29% -$4.86M 0.06% 268
2023
Q4 		$17.5M Buy
111,419
+40,123
+56% +$6.07M 0.09% 203
2023
Q3 		$11.1M Buy
71,296
+13,257
+23% +$2.29M 0.07% 227
2023
Q2 		$10.4M Buy
58,039
+7,286
+14% +$1.29M 0.06% 228
2023
Q1 		$9.85M Buy
50,753
+4,794
+10% +$879K 0.07% 219
2022
Q4 		$7.99M Buy
45,959
+28,494
+163% +$4.93M 0.06% 227
2022
Q3 		$2.82M Buy
17,465
+1,233
+8% +$233K 0.02% 367
2022
Q2 		$2.96M Buy
16,232
+3,290
+25% +$600K 0.02% 359
2022
Q1 		$2.78M Buy
12,942
+3,660
+39% +$778K 0.02% 368
2021
Q4 		$1.99M Buy
+9,282
New +$1.89M 0.01% 433
2021
Q2 		$1.44M Hold
6,901
– – 0.01% 504
2021
Q1 		$1.44M Hold
6,901
– – 0.01% 504
2020
Q4 		$1.44M Hold
6,901
– – 0.01% 504
2020
Q3 		$1.44M Hold
6,901
– – 0.01% 504
2020
Q2 		$1.44M Hold
6,901
– – 0.01% 504
2020
Q1 		$1.44M Hold
6,901
– – 0.01% 504
2019
Q4 		$1.44M Hold
6,901
– – 0.01% 504
2019
Q3 		$1.44M Hold
6,901
– – 0.01% 504
2019
Q2 		$1.44M Hold
6,901
– – 0.01% 504
2019
Q1 		$1.44M Sell
6,901
-227,949
-97% -$24.2M 0.01% 504
2018
Q4 		$22.9M Sell
234,850
-5,426
-2% -$588K 0.57% 38
2018
Q3 		$28.1M Sell
240,276
-45,663
-16% -$5.37M 0.72% 29
2018
Q2 		$30.4M Sell
285,939
-19,314
-6% -$2.17M 1% 18
2018
Q1 		$31.9M Buy
305,253
+41,471
+16% +$4.79M 1.27% 16
2017
Q4 		$31.4M Sell
263,782
-17,440
-6% -$2.05M 1.4% 20
2017
Q3 		$33.8M Sell
281,222
-12,796
-4% -$1.45M 1.6% 7
2017
Q2 		$32.5M Sell
294,018
-439
-0.1% -$46.9K 1.67% 8
2017
Q1 		$31.6M Buy
294,457
+39,885
+16% +$4.36M 1.79% 7
2016
Q4 		$29.2M Buy
254,572
+30,648
+14% +$3.45M 1.79% 7
2016
Q3 		$24.5M Buy
223,924
+37,881
+20% +$4.14M 1.69% 8
2016
Q2 		$20M Buy
186,043
+37,321
+25% +$3.88M 1.46% 8
2016
Q1 		$15.7M Buy
148,722
+14,873
+11% +$1.45M 1.38% 14
2015
Q4 		$12.9M Buy
133,849
+15,184
+13% +$1.55M 1.26% 17
2015
Q3 		$11.7M Buy
118,665
+17,119
+17% +$1.69M 1.18% 24
2015
Q2 		$9.84M Buy
101,546
+42,254
+71% +$4.2M 0.94% 35
2015
Q1 		$5.75M Buy
59,292
+19,146
+48% +$1.96M 0.58% 66
2014
Q4 		$4.46M Buy
40,146
+29,227
+268% +$3.08M 0.54% 63
2014
Q3 		$1.07M Buy
10,919
+6,902
+172% +$686K 0.16% 124
2014
Q2 		$412K Buy
+4,017
New +$403K 0.07% 125
2014
Q1 		– Sell
-1,778
Closed -$187K – 468
2013
Q4 		$187K Sell
1,778
-239
-12% -$23.5K 0.03% 162
2013
Q3 		$184K Buy
+2,017
New +$177K 0.05% 136

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

Carson Wealth (CWM LLC)'s UPS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its United Parcel Service (UPS) stake by 5.1% in Q1 2026, buying an estimated $1.61M and bringing the position to 312,409 shares worth $30.7M. The position accounts for 0.08% of the portfolio, ranked #234.

Carson Wealth (CWM LLC) first reported a position in UPS in Q3 2013 and has held it in 49 quarters since. The position peaked at $33.8M in Q3 2017. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 312,409 shares of United Parcel Service worth $30.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,052 United Parcel Service shares in Q1 2026, an estimated $1.61M.
  • United Parcel Service made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #234 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Parcel Service in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s United Parcel Service position peaked at $33.8M in Q3 2017.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.