JC
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JB Capital’s United Parcel Service UPS Stock Holding History

JB Capital’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 		$3.56M Buy
36,203
+1,224
+3% +$131K 0.14% 86
2025
Q4 		$3.47M Sell
34,979
-654
-2% -$61.2K 0.14% 76
2025
Q3 		$2.98M Buy
35,633
+4,909
+16% +$445K 0.13% 90
2025
Q2 		$3.1M Buy
30,724
+619
+2% +$60.9K 0.15% 80
2025
Q1 		$3.31M Buy
+30,105
New +$3.6M 0.18% 69
2023
Q2 		– Sell
-1,075
Closed -$208K – 179
2023
Q1 		$208K Buy
+1,075
New +$197K 0.02% 156
2022
Q3 		– Sell
-1,118
Closed -$204K – 226
2022
Q2 		$204K Buy
1,118
+1
+0.1% +$182 0.02% 225
2022
Q1 		$240K Buy
1,117
+4
+0.4% +$850 0.02% 220
2021
Q4 		$239K Sell
1,113
-71
-6% -$14.4K 0.02% 234
2021
Q3 		$216K Buy
+1,184
New +$234K 0.03% 301

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

JB Capital's UPS Position: Q1 2026 in Review

JB Capital increased its United Parcel Service (UPS) stake by 3.5% in Q1 2026, buying an estimated $131K and bringing the position to 36,203 shares worth $3.56M. The position accounts for 0.14% of the portfolio, ranked #86.

JB Capital first reported a position in UPS in Q3 2021 and has held it in 10 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • JB Capital held 36,203 shares of United Parcel Service worth $3.56M as of Q1 2026.
  • JB Capital bought 1,224 United Parcel Service shares in Q1 2026, an estimated $131K.
  • United Parcel Service made up 0.14% of JB Capital's portfolio in Q1 2026, its #86 holding.
  • JB Capital first reported a position in United Parcel Service in Q3 2021 and has held it in 10 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.