JT Stratford LLC’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 | $1.54M | Buy |
15,666
+1,346
| +9% | +$144K | 0.2% | 121 |
|
|
2025
Q4 | $1.42M | Buy |
14,320
+3,179
| +29% | +$297K | 0.18% | 123 |
|
|
2025
Q3 | $931K | Buy |
11,141
+9,113
| +449% | +$825K | 0.12% | 156 |
|
|
2025
Q2 | $205K | Buy |
+2,028
| New | +$200K | 0.03% | 293 |
|
|
2025
Q1 | – | Sell |
-2,097
| Closed | -$264K | – | 332 |
|
|
2024
Q4 | $264K | Sell |
2,097
-996
| -32% | -$131K | 0.04% | 252 |
|
|
2024
Q3 | $422K | Sell |
3,093
-1,722
| -36% | -$226K | 0.07% | 214 |
|
|
2024
Q2 | $659K | Sell |
4,815
-516
| -10% | -$73.9K | 0.12% | 163 |
|
|
2024
Q1 | $792K | Sell |
5,331
-135
| -2% | -$20.5K | 0.16% | 156 |
|
|
2023
Q4 | $859K | Sell |
5,466
-827
| -13% | -$125K | 0.2% | 128 |
|
|
2023
Q3 | $981K | Sell |
6,293
-3,157
| -33% | -$545K | 0.25% | 107 |
|
|
2023
Q2 | $1.69M | Sell |
9,450
-4,002
| -30% | -$711K | 0.46% | 58 |
|
|
2023
Q1 | $2.61M | Buy |
13,452
+3,205
| +31% | +$588K | 0.75% | 28 |
|
|
2022
Q4 | $1.78M | Buy |
10,247
+4,526
| +79% | +$783K | 0.57% | 42 |
|
|
2022
Q3 | $924K | Sell |
5,721
-644
| -10% | -$122K | 0.33% | 73 |
|
|
2022
Q2 | $1.16M | Buy |
6,365
+1,098
| +21% | +$200K | 0.37% | 71 |
|
|
2022
Q1 | $1.13M | Sell |
5,267
-240
| -4% | -$51K | 0.33% | 73 |
|
|
2021
Q4 | $1.18M | Buy |
5,507
+47
| +0.9% | +$9.56K | 0.32% | 77 |
|
|
2021
Q3 | $994K | Buy |
5,460
+76
| +1% | +$15K | 0.31% | 79 |
|
|
2021
Q2 | $1.12M | Sell |
5,384
-57
| -1% | -$11.4K | 0.36% | 79 |
|
|
2021
Q1 | $925K | Buy |
5,441
+143
| +3% | +$23.1K | 0.33% | 80 |
|
|
2020
Q4 | $892K | Buy |
5,298
+342
| +7% | +$57.7K | 0.33% | 78 |
|
|
2020
Q3 | $826K | Sell |
4,956
-461
| -9% | -$67.1K | 0.36% | 69 |
|
|
2020
Q2 | $602K | Buy |
5,417
+951
| +21% | +$94.9K | 0.31% | 83 |
|
|
2020
Q1 | $417K | Buy |
4,466
+1,798
| +67% | +$186K | 0.26% | 75 |
|
|
2019
Q4 | $312K | Sell |
2,668
-237
| -8% | -$28.1K | 0.14% | 110 |
|
|
2019
Q3 | $348K | Buy |
2,905
+523
| +22% | +$59.8K | 0.2% | 106 |
|
|
2019
Q2 | $246K | Sell |
2,382
-769
| -24% | -$80K | 0.14% | 120 |
|
|
2019
Q1 | $352K | Buy |
3,151
+118
| +4% | +$12.5K | 0.2% | 88 |
|
|
2018
Q4 | $296K | Buy |
+3,033
| New | +$329K | 0.2% | 81 |
|
|
2017
Q1 | – | Sell |
-13,044
| Closed | -$1.5M | – | 119 |
|
|
2016
Q4 | $1.5M | Buy |
+13,044
| New | +$1.47M | 1.26% | 31 |
|
Other funds holding UPS
VCM
VPM
JT Stratford LLC's UPS Position: Q1 2026 in Review
JT Stratford LLC increased its United Parcel Service (UPS) stake by 9.4% in Q1 2026, buying an estimated $144K and bringing the position to 15,666 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #121.
JT Stratford LLC first reported a position in UPS in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.61M in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- JT Stratford LLC held 15,666 shares of United Parcel Service worth $1.54M as of Q1 2026.
- JT Stratford LLC bought 1,346 United Parcel Service shares in Q1 2026, an estimated $144K.
- United Parcel Service made up 0.2% of JT Stratford LLC's portfolio in Q1 2026, its #121 holding.
- JT Stratford LLC first reported a position in United Parcel Service in Q4 2016 and has held it in 30 quarters since.
- JT Stratford LLC's United Parcel Service position peaked at $2.61M in Q1 2023.
- 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.