KLCM Advisors’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 | $20.9M | Buy |
212,251
+18,437
| +10% | +$1.98M | 1.76% | 8 |
|
|
2025
Q4 | $19.2M | Sell |
193,814
-14,274
| -7% | -$1.34M | 1.65% | 9 |
|
|
2025
Q3 | $17.4M | Buy |
208,088
+62,348
| +43% | +$5.65M | 1.73% | 10 |
|
|
2025
Q2 | $14.7M | Sell |
145,740
-2,688
| -2% | -$264K | 1.56% | 18 |
|
|
2025
Q1 | $16.3M | Buy |
148,428
+126,130
| +566% | +$15.1M | 1.91% | 17 |
|
|
2024
Q4 | $2.81M | Buy |
22,298
+968
| +5% | +$127K | 0.33% | 49 |
|
|
2024
Q3 | $2.91M | Buy |
21,330
+6,168
| +41% | +$810K | 0.35% | 48 |
|
|
2024
Q2 | $2.07M | Sell |
15,162
-138
| -0.9% | -$19.8K | 0.26% | 52 |
|
|
2024
Q1 | $2.27M | Sell |
15,300
-29
| -0.2% | -$4.41K | 0.29% | 50 |
|
|
2023
Q4 | $2.41M | Buy |
+15,329
| New | +$2.32M | 0.37% | 46 |
|
|
2021
Q2 | – | Sell |
-57,687
| Closed | -$9.81M | – | 114 |
|
|
2021
Q1 | $9.81M | Sell |
57,687
-3,838
| -6% | -$621K | 2.22% | 21 |
|
|
2020
Q4 | $10.4M | Sell |
61,525
-3,153
| -5% | -$532K | 2.57% | 19 |
|
|
2020
Q3 | $10.8M | Sell |
64,678
-40,862
| -39% | -$5.95M | 3.14% | 12 |
|
|
2020
Q2 | $11.7M | Sell |
105,540
-82,654
| -44% | -$8.25M | 3.34% | 15 |
|
|
2020
Q1 | $17.6M | Buy |
188,194
+90,612
| +93% | +$9.39M | 5.57% | 3 |
|
|
2019
Q4 | $11.4M | Buy |
97,582
+61
| +0.1% | +$7.22K | 2.53% | 17 |
|
|
2019
Q3 | $11.7M | Sell |
97,521
-3,035
| -3% | -$347K | 2.98% | 16 |
|
|
2019
Q2 | $10.4M | Buy |
100,556
+4,107
| +4% | +$427K | 2.56% | 17 |
|
|
2019
Q1 | $10.8M | Buy |
96,449
+3,138
| +3% | +$333K | 2.65% | 17 |
|
|
2018
Q4 | $9.1M | Buy |
93,311
+6,113
| +7% | +$663K | 2.67% | 16 |
|
|
2018
Q3 | $10.2M | Sell |
87,198
-855
| -1% | -$101K | 2.5% | 16 |
|
|
2018
Q2 | $9.35M | Sell |
88,053
-1,392
| -2% | -$156K | 2.47% | 19 |
|
|
2018
Q1 | $9.36M | Sell |
89,445
-1,945
| -2% | -$225K | 2.54% | 19 |
|
|
2017
Q4 | $10.9M | Buy |
+91,390
| New | +$10.7M | 2.67% | 19 |
|
|
2017
Q3 | – | Sell |
-2,765
| Closed | -$306K | – | 93 |
|
|
2017
Q2 | $306K | Buy |
2,765
+900
| +48% | +$96.2K | 0.08% | 64 |
|
|
2017
Q1 | $200K | Buy |
+1,865
| New | +$204K | 0.06% | 73 |
|
|
2015
Q3 | – | Sell |
-2,676
| Closed | -$259K | – | 126 |
|
|
2015
Q2 | $259K | Buy |
+2,676
| New | +$266K | 0.07% | 93 |
|
Other funds holding UPS
VCM
VPM
KLCM Advisors's UPS Position: Q1 2026 in Review
KLCM Advisors increased its United Parcel Service (UPS) stake by 9.5% in Q1 2026, buying an estimated $1.98M and bringing the position to 212,251 shares worth $20.9M. The position accounts for 1.76% of the portfolio, ranked #8.
KLCM Advisors first reported a position in UPS in Q2 2015 and has held it in 27 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- KLCM Advisors held 212,251 shares of United Parcel Service worth $20.9M as of Q1 2026.
- KLCM Advisors bought 18,437 United Parcel Service shares in Q1 2026, an estimated $1.98M.
- United Parcel Service made up 1.76% of KLCM Advisors's portfolio in Q1 2026, its #8 holding.
- KLCM Advisors first reported a position in United Parcel Service in Q2 2015 and has held it in 27 quarters since.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.