LCM
UPS icon

Leisure Capital Management’s United Parcel Service UPS Stock Holding History

Leisure Capital Management’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 		– Sell
-1,876
Closed -$186K – 161
2025
Q4 		$186K Buy
+1,876
New +$175K 0.06% 147
2025
Q2 		– Sell
-1,876
Closed -$206K – 142
2025
Q1 		$206K Hold
1,876
– – 0.08% 133
2024
Q4 		$237K Sell
1,876
-53
-3% -$6.97K 0.09% 130
2024
Q3 		$263K Sell
1,929
-716
-27% -$94K 0.11% 123
2024
Q2 		$362K Hold
2,645
– – 0.17% 112
2024
Q1 		$393K Hold
2,645
– – 0.2% 105
2023
Q4 		$416K Hold
2,645
– – 0.22% 103
2023
Q3 		$412K Hold
2,645
– – 0.24% 98
2023
Q2 		$474K Hold
2,645
– – 0.26% 95
2023
Q1 		$513K Buy
2,645
+253
+11% +$46.4K 0.29% 98
2022
Q4 		$416K Hold
2,392
– – 0.21% 111
2022
Q3 		$386K Buy
2,392
+154
+7% +$29.2K 0.23% 102
2022
Q2 		$409K Hold
2,238
– – 0.21% 100
2022
Q1 		$480K Buy
2,238
+33
+1% +$7.01K 0.24% 101
2021
Q4 		$473K Sell
2,205
-74
-3% -$15.1K 0.22% 111
2021
Q3 		$415K Sell
2,279
-36
-2% -$7.11K 0.22% 108
2021
Q2 		$481K Hold
2,315
– – 0.27% 103
2021
Q1 		$394K Sell
2,315
-176
-7% -$28.5K 0.24% 109
2020
Q4 		$419K Sell
2,491
-13,000
-84% -$2.19M 0.27% 101
2020
Q3 		$2.58M Hold
15,491
– – 1.93% 11
2020
Q2 		$1.72M Sell
15,491
-41
-0.3% -$4.09K 1.39% 17
2020
Q1 		$1.45M Buy
15,532
+9,851
+173% +$1.02M 1.4% 21
2019
Q4 		$665K Sell
5,681
-49
-0.9% -$5.8K 0.53% 78
2019
Q3 		$687K Buy
5,730
+500
+10% +$57.2K 0.57% 66
2019
Q2 		$540K Sell
5,230
-850
-14% -$88.4K 0.48% 81
2019
Q1 		$679K Sell
6,080
-40
-0.7% -$4.24K 0.57% 61
2018
Q4 		$597K Sell
6,120
-10,069
-62% -$1.09M 0.56% 64
2018
Q3 		$1.89M Sell
16,189
-41
-0.3% -$4.83K 1.53% 14
2018
Q2 		$1.72M Sell
16,230
-700
-4% -$78.6K 1.47% 13
2018
Q1 		$1.77M Buy
16,930
+1,353
+9% +$156K 1.56% 17
2017
Q4 		$1.86M Sell
15,577
-787
-5% -$92.5K 1.54% 27
2017
Q3 		$1.97M Sell
16,364
-344
-2% -$39.1K 1.72% 20
2017
Q2 		$1.85M Sell
16,708
-607
-4% -$64.9K 1.65% 25
2017
Q1 		$1.86M Sell
17,315
-937
-5% -$102K 1.65% 25
2016
Q4 		$2.09M Buy
18,252
+441
+2% +$49.7K 1.88% 18
2016
Q3 		$1.95M Buy
17,811
+892
+5% +$97.4K 1.83% 22
2016
Q2 		$1.82M Sell
16,919
-220
-1% -$22.9K 1.79% 21
2016
Q1 		$1.81M Buy
17,139
+339
+2% +$32.9K 1.79% 21
2015
Q4 		$1.62M Buy
16,800
+611
+4% +$62.4K 1.47% 29
2015
Q3 		$1.6M Sell
16,189
-340
-2% -$33.6K 1.74% 24
2015
Q2 		$1.6M Buy
16,529
+249
+2% +$24.7K 1.58% 31
2015
Q1 		$1.58M Buy
16,280
+920
+6% +$94.4K 1.55% 31
2014
Q4 		$1.71M Buy
+15,360
New +$1.62M 1.64% 29

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

Leisure Capital Management's UPS Position: Q1 2026 in Review

Leisure Capital Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 1,876 shares — an estimated $186K sold.

Leisure Capital Management first reported a position in UPS in Q4 2014 and held it in 43 quarters. The position peaked at $2.58M in Q3 2020. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Leisure Capital Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Leisure Capital Management sold 1,876 United Parcel Service shares in Q1 2026, an estimated $186K.
  • Leisure Capital Management first reported a position in United Parcel Service in Q4 2014 and held it in 43 quarters.
  • Leisure Capital Management's United Parcel Service position peaked at $2.58M in Q3 2020.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.