Drexel Morgan & Co’s United Parcel Service UPS Stock Holding History

Drexel Morgan & Co’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	$79.9M	Buy	812,440 +100,000	+14%	+$10.7M	11.72%	2
2025 Q4	$70.7M	Buy	712,440 +2,675	+0.4%	+$250K	11.06%	2
2025 Q3	$59.3M	Buy	709,765 +400,000	+129%	+$36.2M	9.31%	3
2025 Q2	$31.3M	Buy	309,765 +100,000	+48%	+$9.84M	5.55%	7
2025 Q1	$23.1M	Buy	209,765 +100,000	+91%	+$12M	4.84%	7
2024 Q4	$13.8M	Hold	109,765	–	–	2.86%	9
2024 Q3	$15M	Buy	+109,765	New	+$14.4M	2.78%	10

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Drexel Morgan & Co's UPS Position: Q1 2026 in Review

Drexel Morgan & Co increased its United Parcel Service (UPS) stake by 14% in Q1 2026, buying an estimated $10.7M and bringing the position to 812,440 shares worth $79.9M. The position accounts for 11.72% of the portfolio, ranked #2.

Drexel Morgan & Co first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Drexel Morgan & Co held 812,440 shares of United Parcel Service worth $79.9M as of Q1 2026.
Drexel Morgan & Co bought 100,000 United Parcel Service shares in Q1 2026, an estimated $10.7M.
United Parcel Service made up 11.72% of Drexel Morgan & Co's portfolio in Q1 2026, its #2 holding.
Drexel Morgan & Co first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.