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LBP AM’s United Parcel Service UPS Stock Holding History

LBP AM’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
Q2 		$1.45M Hold
13,497
– – 0.01% 344
2026
Q1 		$1.33M Sell
13,497
-1,727
-11% -$185K 0.02% 313
2025
Q4 		$1.51M Sell
15,224
-770
-5% -$72K 0.02% 324
2025
Q3 		$1.34M Sell
15,994
-270
-2% -$24.5K 0.02% 321
2025
Q2 		$1.64M Sell
16,264
-143,359
-90% -$14.1M 0.02% 282
2025
Q1 		$17.6M Sell
159,623
-6,309
-4% -$754K 0.27% 82
2024
Q4 		$20.9M Buy
165,932
+57,630
+53% +$7.58M 0.28% 73
2024
Q3 		$14.8M Buy
108,302
+29,726
+38% +$3.9M 0.22% 99
2024
Q2 		$10.8M Buy
78,576
+6,030
+8% +$863K 0.44% 62
2024
Q1 		$10.8M Sell
72,546
-24,375
-25% -$3.71M 0.43% 56
2023
Q4 		$15.2M Buy
96,921
+5,231
+6% +$791K 0.34% 81
2023
Q3 		$14.3M Buy
91,690
+37,792
+70% +$6.52M 0.32% 85
2023
Q2 		$9.66M Buy
53,898
+7,922
+17% +$1.41M 0.23% 104
2023
Q1 		$8.92M Sell
45,976
-2,372
-5% -$435K 0.23% 98
2022
Q4 		$8.4M Buy
+48,348
New +$8.37M 0.24% 91

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

LBP AM's UPS Position: Q2 2026 in Review

LBP AM held its United Parcel Service (UPS) position steady in Q2 2026 at 13,497 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #344.

LBP AM first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.9M in Q4 2024. 672 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LBP AM held 13,497 shares of United Parcel Service worth $1.45M as of Q2 2026.
  • LBP AM left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of LBP AM's portfolio in Q2 2026, its #344 holding.
  • LBP AM first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • LBP AM's United Parcel Service position peaked at $20.9M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.