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Gibbs Wealth Management’s United Parcel Service UPS Stock Holding History

Gibbs Wealth 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
Q1 		$656K Buy
6,667
+2,943
+79% +$316K 0.09% 232
2025
Q4 		$402K Sell
3,724
-50
-1% -$4.68K 0.1% 229
2025
Q3 		$315K Buy
3,774
+128
+4% +$11.6K 0.07% 260
2025
Q2 		$368K Buy
3,646
+649
+22% +$63.9K 0.07% 264
2025
Q1 		$330K Buy
2,997
+849
+40% +$102K 0.08% 236
2024
Q4 		$271K Buy
2,148
+231
+12% +$30.4K 0.07% 243
2024
Q3 		$261K Buy
+1,917
New +$252K 0.08% 232

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

Gibbs Wealth Management's UPS Position: Q1 2026 in Review

Gibbs Wealth Management increased its United Parcel Service (UPS) stake by 79% in Q1 2026, buying an estimated $316K and bringing the position to 6,667 shares worth $656K. The position accounts for 0.09% of the portfolio, ranked #232.

Gibbs Wealth Management first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Gibbs Wealth Management held 6,667 shares of United Parcel Service worth $656K as of Q1 2026.
  • Gibbs Wealth Management bought 2,943 United Parcel Service shares in Q1 2026, an estimated $316K.
  • United Parcel Service made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Gibbs Wealth Management first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.