LMKC
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L.M. Kohn & Company’s United Parcel Service UPS Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-4,110
Closed -$415K – 268
2025
Q2 		$415K Sell
4,110
-4,339
-51% -$427K 0.11% 157
2025
Q1 		$929K Sell
8,449
-2,278
-21% -$272K 0.24% 87
2024
Q4 		$1.35M Sell
10,727
-981
-8% -$129K 0.35% 55
2024
Q3 		$1.6M Sell
11,708
-410
-3% -$53.8K 0.4% 46
2024
Q2 		$1.66M Sell
12,118
-506
-4% -$72.4K 0.45% 38
2024
Q1 		$1.88M Buy
12,624
+492
+4% +$74.8K 0.53% 35
2023
Q4 		$1.91M Buy
12,132
+428
+4% +$64.7K 0.61% 30
2023
Q3 		$1.82M Sell
11,704
-1,020
-8% -$176K 0.67% 24
2023
Q2 		$2.28M Buy
12,724
+844
+7% +$150K 0.86% 19
2023
Q1 		$2.3M Sell
11,880
-348
-3% -$63.8K 0.96% 18
2022
Q4 		$2.13M Buy
12,228
+243
+2% +$42.1K 0.99% 21
2022
Q3 		$1.94M Sell
11,985
-681
-5% -$129K 0.95% 22
2022
Q2 		$2.31M Buy
12,666
+1,171
+10% +$214K 1.08% 17
2022
Q1 		$2.47M Buy
+11,495
New +$2.44M 0.95% 16

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

L.M. Kohn & Company's UPS Position: Q3 2025 in Review

L.M. Kohn & Company sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,110 shares — an estimated $415K sold.

L.M. Kohn & Company first reported a position in UPS in Q1 2022 and held it in 14 quarters. The position peaked at $2.47M in Q1 2022. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • L.M. Kohn & Company reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 4,110 United Parcel Service shares in Q3 2025, an estimated $415K.
  • L.M. Kohn & Company first reported a position in United Parcel Service in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's United Parcel Service position peaked at $2.47M in Q1 2022.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.